Accountant

Key Responsibilities

• Prepare monthly expense analysis reports.
• Aid in the preparation of statutory Annual and Quarterly Statements.
• Support external auditors by providing documentation and explanations.
• Prepare and post standard journal entries; reconcile general ledger accounts monthly.
• Maintain and update the monthly financial file, including: Loss and premium data, Budget and prior period data, General ledger balances, Additional financial elements as needed.
• Monitor daily bank activity and prepare monthly cash flow reports.
• Prepare monthly bank reconciliations and reconcile credit card statements to general ledger accounts.
• Prepare monthly bank reconciliations and reconcile credit card statements to general ledger accounts.
• Support the preparation of annual premium tax returns and electronic filings for Federal and State tax deposits.

Regulatory & Compliance

• Work with unclaimed property vendor to file with various states; maintain and reconcile escheatable property analysis monthly.
• Maintain accurate records and organized documentation for audit and compliance purposes.
• Ensure confidentiality of all financial information and comply with internal reporting protocols.

Operational Support

• Serve as backup for Senior Accountant in areas including: Accounts Payable, Investments, Commissions, Fixed asset software.
• Collaborate with the Accounting Manager on: New analysis and reporting projects, Enhancements to existing files, Filtering and interpreting large datasets.
• Perform other duties as assigned.

Qualifications

• Bachelor’s degree in Accounting required.
• 0–2+ years of accounting experience.
• Insurance industry experience preferred, but not required.

Technical Skills

• Proficiency in Microsoft Office 365, especially Excel.
• Experience with financial/accounting software (e.g., Microsoft SQL Server) is a plus.