Jobs · Finance · New York

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

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