Senior Accounting Manager

TRANZACT is a leading direct-to-consumer insurance services business, specializing in the distribution of Medicare Advantage, Medicare Supplement, and Life & Supplemental insurance policies. Our focus is on leveraging our highly skilled team of over 3,000 professionals to deliver innovative solutions for our insurance carrier partners and provide consumers with a best-in-class experience.

About the role

As a Senior Accounting Manager, you will supervise day-to-day financial activities and manage accurate financial reporting while ensuring adherence to accounting policies and internal controls. You will work in a fast-paced environment, analyze financial data, and provide guidance based on sound financial analysis. You will interface with cross-functional teams including corporate leadership, operations, and other stakeholders. This is a hybrid position, with two days per week in the office.

Responsibilities

• Oversee general ledger accounting activities, ensuring financial accuracy, completeness, and compliance with US GAAP, internal company policies, and statutory reporting requirements.
• Oversee and review day-to-day activities and staff in assigned accounting areas, including journal entry approval and review and certification of monthly balance sheet account reconciliations.
• Educate and mentor staff regarding company policies and procedures, and assist with resolving accounting questions.
• Apply Sarbanes-Oxley (SOX) requirements to develop and maintain accurate documentation and controls, ensuring company compliance.
• Develop and maintain accounting process narratives for key accounting workflows.
• Develop and maintain documentation related to internal controls and ensure compliance.
• Assist with monthly, quarterly, and annual financial closes and preparation of financial statements with accuracy and timeliness.
• Provide insightful commentary on financial results, trends, and variances to accounting leadership.
• Continuously evaluate the company’s financial processes, policies, and procedures to implement best practices with a focus on continuous improvement and efficiency.
• Coordinate external audit requests and assist with annual audit completion.
• Assist with budgeting, forecasting, and monthly cash flow projections.
• Maintain accurate and up-to-date financial records.
• Ensure timely and accurate preparation and filing of required tax and compliance filings, including federal, state, and local obligations.
• Serve as the primary point of contact with external tax advisors, managing information requests, reviewing deliverables, and coordinating across internal teams to support tax planning and compliance activities.
• Communicate effectively with the accounting team, business, and other stakeholders to resolve accounting issues.
• Demonstrate exceptional leadership by fostering a collaborative, high-performance team culture, setting clear expectations, and driving accountability across the accounting function.

Requirements

• Bachelor’s degree in Accounting or Finance required.
• CPA required.
• 8+ years of broad accounting experience, including general ledger, payroll, SOX compliance, external audit support, financial statement consolidation, and treasury and cash management, with a solid understanding of US GAAP, including a minimum of 5 years in a mid-to-large organization.
• Demonstrated experience managing tax and regulatory compliance filings and working directly with external tax advisors.
• Exceptional leadership skills with the ability to motivate, develop, and hold a team accountable in a dynamic environment.
• Strong organizational and interpersonal skills with a proven track record in critical thinking and results-driven execution.
• Excellent professional verbal and written communication skills with the ability to work well in a team environment.
• Highly motivated with a strong attention to detail and accuracy.
• Holds self and others to high standards.
• Dedicated to completing projects and tasks accurately and on time.
• Impeccable integrity and confidentiality.
• Strong Excel skills.
• Experience with NetSuite a plus.

Pay

The base salary compensation for this role is $150,000 and above, based on experience. This role is also eligible to participate in the annual bonus program.

Benefits

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identity Theft Protection, Wellbeing Program, and Work/Life Resources (including Employee Assistance Program).
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, and other leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave).