Accounting & Finance Manager

Key Responsibilities

• Oversee and maintain the general ledger for multiple entities, ensuring accuracy and completeness of financial records.
• Complete month-end and year-end close processes, including journal entries, reconciliations, and financial statement preparation.
• Monitor claims funding levels and coordinate with clients regarding replenishment requirements.
• Manage cash flow, banking relationships, and treasury functions to ensure adequate liquidity and operational efficiency.
• Prepare and review annual 1099 filings and other required financial reporting.

Financial Reporting & Analysis

• Prepare accurate and timely financial statements, management reports, and key performance metrics.
• Develop budgets, forecasts, and financial models to support strategic planning and business decision-making.
• Analyze financial performance, identify trends, and provide recommendations to executive leadership.
• Present financial results and forecasts to ownership and senior management.

Compliance, Audit & Risk Management

• Ensure compliance with, internal accounting policies, insurance regulations, client contractual requirements, and applicable federal, state, and local regulations.
• Capture and respond to regulatory filings and audit requests related to claims accounting and trust fund management.
• Maintain strong internal controls and recommend improvements to strengthen financial governance and operational efficiency.

Leadership & Process Improvement

• Lead, mentor, and develop accounting personnel while fostering a culture of accountability, collaboration, and continuous improvement.
• Partner with operational leaders, including the Billing Supervisor, to resolve financial discrepancies and improve processes.
• Evaluate accounting workflows and implement process improvements that increase efficiency, accuracy, and scalability.
• Support strategic initiatives, acquisitions, growth opportunities, and organizational planning efforts.