THE TEAM YOU WILL BE JOINING
- Newly created team that is a blend of legacy employees and newly hired team to support the go-forward company structure now owned by Private Equity.
- Start-up company previously inside a 100-year-old financial services giant
- New entity is $4B+ in sales, global client base with Top 10 status in industry
- Meritocracy culture that rewards the individual for hard work!
- Have you negotiated contracts? Use your experience to create the future of the company!
- Can you synthesis data to tell a story to business execs? Exposure galore to set the future state.
- C-Suite who is partnered for growth, acquiring more businesses to service their clients nationwide and globally.
- Formulate comprehensive long- and short-term strategic plans through in-depth analysis of benefits and claims data, leveraging plan design modeling
- Direct, manage and lead a staff of highly experienced accountants, analysts and/or managers, including hiring, scheduling, preparing performance evaluations and making salary recommendations.
- Plan for orderly workflow and growth.
- Assist and guide subordinates and peers in properly classifying more complex accounting transactions and in identifying and explaining general ledger account variances.
- Prepare, or review and approve, journal entries and monitor assigned account activity to ensure that they accurately record financial transactions in accordance with GAAP and internal accounting policies.
- Ensure that supporting documentation is maintained.
- Review and approve reconcilements for assigned general ledger accounts in accordance with corporate reconcilement policies and standards.
- Research and resolve items as necessary.
- Ensure adequate supporting documentation is maintained.
- Design, implement and document more complex accounting and reporting process workflow and controls for assigned accounts and subsidiary accounting systems (which may include spreadsheets, databases or applications), including reconcilement and monitoring processes and controls.
- Effectively implement control refinements as products, processes, GAAP, regulatory reporting requirements or corporate policies change.
- Design, prepare or review, submit and interpret reports related to financial performance, internal control compliance, budget or forecast variances, etc. for assigned areas of responsibility.
- Maintain a strong knowledge of GAAP and regulatory reporting requirements applicable to assigned areas of responsibility.
- Maintain or update existing accounting policies or standards related to areas of responsibility.
- Review and update policies and procedures for compliance with governmental regulations and corporate policies and standards.
- Develop new accounting processes and procedures as needed.
- Assist in the review of assumptions and calculations employed in significant financial models for consistency with GAAP, industry regulations and corporate policies and standards.
- Ensure that changes to models and assumptions are tested and implemented in conformity with corporate policies and standards.
- Ensure that responses to auditor/examination requests for information are complete and accurate.
- Responses to external and regulatory requests should be made in collaboration with Accounting Policy.
- Ensure prompt remediation of any issues identified.
- Ensure the submission of required schedules, reports or filings for assigned areas of responsibility to designated reviewer, department or regulatory authority in a timely and accurate manner.
- Monitor internal and regulatory alerts for changes to filing requirements and deadlines.
- Work with assigned line of business operations, administration, data center, and/or IT support to ensure complete and accurate data capture, categorization and summary of: Transactional and period-end information for management, regulatory, and financial reports and supporting schedules, and
- Specialized product, expense, volume, variance, valuation, system use, account activity or trend information for management reports or regulatory filings.
- Bachelor’s degree in accounting, finance or business administration or equivalent education and related training Seven years of relevant accounting experience.
- Three years of supervisory experience
- Good interpersonal skills across organizational levels
- Strong analytical, problem solving and decision-making skills
- Demonstrated organizational and leadership skills
- Ability to prioritize effectively and meet critical deadlines
- Ability to work independently and as a productive member of a team
- Demonstrated proficiency in computer applications, such as Microsoft Office products, with an emphasis in spreadsheets, word processing and database software
- Strong foundation in GAAP concepts
