Manager / Senior Manager of Client Accounting
WhiteCap Search · New York, NY · 3 mo ago
HybridFinanceFull-time
Core Responsibilities
- Manage monthly and quarterly close activities for a portfolio of participants, including journal entries, reconciliations, premium and loss accounting, intercompany activity, and financial statement preparation.
- Act as the primary point of contact for client finance teams. Address questions, guide clients through their financials, and fulfill requests proactively.
- Collaborate with the technology team to integrate accounting workflows into the Luzern Risk platform. Identify repetitive manual tasks, suggest automations, and swiftly adopt new tools.
- Develop and maintain comprehensive documentation for the accounting processes you oversee. Ensure your work is replicable to facilitate team scalability.
- Assist with annual audits, regulatory filings, and specific reporting requirements for our clients.
Requirements
- 4 to 7 years of professional accounting experience
- Insurance accounting experience required
- Bachelor's degree in a relevant field
- Comfortable working directly with clients and presenting financial information
- Demonstrated interest in financial systems, automation, and technology adoption
- Strong written and verbal communication skills
- Experience fully remote role; must be able to work core hours overlapping with US Eastern time and be open to traveling to HQ in New York a few times a year
- Curiosity: A desire to thoroughly understand the insurance industry, our clients, and our business. You ask questions, take notes, and return each day more knowledgeable
- Systems thinking: You identify opportunities to standardize and automate your work. You are enthusiastic about partnering with engineers and product teams to enhance the platform
- Client presence: You are at ease during calls with client controllers or CFOs, can clearly explain accounting matters, and effectively represent Luzern Risk