Accountant / Financial Analyst

Location: Remote

About the Role

Prepares financial related analyses and research to support and facilitate timely management decisions and/or financial reports or statements. Performs tasks necessary to ensure data integrity within the financial systems. Analyzes and evaluates financial impact of various decisions or transactions on financial results. Interacts with other departments and management to provide timely follow-up to inquiries and requests for financial data. Interprets results and provides recommendations for appropriate action plans. Develops and maintains complex financial models. Prepares and presents written and oral reports/documents. Provides support for internal and external auditors by preparing schedules, responding to inquiries, and implementing recommended changes. Coordinates, tests, and documents system changes or upgrades. Represents finance on corporate teams and initiatives. Develops and maintains job documentation and procedures.

Responsibilities

• Prepare financial analyses and research to support management decisions and financial reporting
• Ensure data integrity within financial systems
• Analyze and evaluate financial impact of decisions or transactions
• Interact with departments and management to address financial data inquiries
• Interpret financial results and provide actionable recommendations
• Develop and maintain complex financial models
• Prepare and present written and oral reports
• Support internal and external auditors by preparing schedules and responding to inquiries
• Coordinate, test, and document system changes or upgrades
• Represent finance on corporate teams and initiatives
• Develop and maintain job documentation and procedures

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or related field
• Experience preparing financial reports
• Experience using automated accounting and/or management reporting systems
• Experience preparing, analyzing, and interpreting financial or statistical data
• Proficiency in developing workpapers, schedules, and models using spreadsheet software (e.g., Excel)
• Ability to communicate effectively orally and in writing
• Strong research and analytical skills for complex financial data
• Problem-solving and organizational abilities
• Ability to work independently and participate on project teams
• Willingness to work irregular or extended hours as required

Preferred Qualifications

• Knowledge of Property and Casualty Insurance industry and concepts
• Experience with premium taxes, sales/use taxes, property taxes, or 1099 reporting
• Familiarity with Workday financial reporting system or Office Connect
• Understanding of federal, state, and local tax laws
• Experience working within a corporate tax department or CPA firm
• Experience preparing sales and use tax returns and analyzing related data
• Experience preparing property tax returns and assisting in audits
• Experience analyzing 1099 data and preparation
• Experience preparing premium tax returns and estimates
• Experience developing spreadsheets, work papers, and using Microsoft Office or Office Connect
• Experience performing tax research
• Experience preparing corporate and state income tax returns
• Experience completing income tax work papers for provisions and returns
• Experience utilizing corporate income tax return preparation software

Work Environment

This position works from a home office location. Depending on the role, some employees may be required to come into the office, at a minimum, for important departmental meetings or team-building events.

Schedule

Monday – Friday, 8am – 5pm

Pay

Competitive salary of $70,000 - $85,000 annually with annual bonus potential based on performance.

Benefits

Health & Wellness

• Medical plans with multiple coverage options, including HSA eligibility
• Prescription drug coverage
• Dental and vision benefits
• Employee Assistance Program (confidential support services)

Financial Protection & Insurance

• Company-paid basic life insurance
• Optional supplemental life insurance and dependent coverage
• Short-term and long-term disability coverage
• Critical illness, accident, and pet insurance options

Retirement & Savings

• 401(k) plan with 3% automatic deferral upon eligibility; may contribute 1% to 50% of eligible earnings, either pre- or post-tax
• Company match of 50% paid on employee contributions up to 6% of pay, payable annually; immediate vesting
• Additional company contribution of 4% of pay each payday into your account; 100% vested after three years of service
• Health Savings Account (HSA) and Flexible Spending Accounts (FSA) options

Time Off & Leave

• Paid Time Off (PTO): Accrual-based, increases with tenure, eligible at 90 days of employment. Full-time new employees receive up to 12 PTO days annually; accrual based on start date. Part-time employee PTO hours are calculated based on standard weekly hours.
• Paid Holidays: Full-time employees are eligible for 10 company-paid holidays annually, plus 1 mental health day, 2 floating holidays, and 1 volunteer day. Part-time employees are eligible for 8 company-paid holidays annually, plus 1 mental health day and 2 floating holidays.
• Paid leave programs, including parental, bereavement, jury duty, and military leave

Career Growth & Education

• Tuition assistance (up to $5,250 annually; 80% covered by ACG)
• Professional certification support with 100% reimbursement for eligible programs
• Opportunities for career development and advancement

Additional Perks

• Complimentary AAA membership with roadside assistance and travel discounts
• Adoption assistance program