Senior Accounting Manager

About the role

TRANZACT is a leading direct-to-consumer insurance services business specializing in Medicare Advantage, Medicare Supplement, and Life & Supplemental insurance policies. We work with major insurance carriers to deliver innovative solutions and provide consumers with a best-in-class experience. The Senior Accounting Manager oversees financial activities, ensures compliance, and supports cross-functional teams.

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 regarding company policies and procedures, assisting staff 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.
• Cook up and coordinate external audit requests and assist with annual audit completion.
• Aid 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.
• Communicate effectively with accounting team, business, and other stakeholders to resolve accounting issues.

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.
• 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.

Qualifications

• Proven track record in financial analysis and decision-making.
• Ability to manage multiple priorities and deadlines.
• Knowledge of insurance industry accounting principles and regulations.
• Experience with financial systems and software, such as NetSuite.

Skills

• Financial analysis and reporting.
• Internal controls and compliance.
• Financial statement consolidation.
• Payroll processing.
• Sarbanes-Oxley (SOX) compliance.
• External audit support.
• Financial system implementation and integration.

Benefits

• Health and Welfare Benefits: Medical, Dental, Vision, Health Savings Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify 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, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave).

Pay

$150,000 and above based on experience.

Schedule

This is a hybrid position, with two days per week in the office.