Senior Financial Reporting Accountant
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information, remove boilerplate (EEO, etc). The "About SageSure:" includes some info; we can keep that as maybe "About the Company" but not required heading list; we could put under "About the role"? Actually "About the role" heading is for role description; we have Overview and maybe About SageSure could be separate but not in prescribed headings. The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should only use those headings if content exists. We have Overview (could be About the role). We have "What you’d be doing:" => Responsibilities. We have "We’re looking for someone who has:" => Requirements/Qualifications/Skills. We have "Highly preferred candidates also have:" => maybe Skills or Qualifications (preferred). We have About SageSure: maybe we could put under "About the role"? But that heading is for role description; maybe we can include a short paragraph about company under "About the role" or we could create a separate section not in list? The instruction says prefer a few substantive sections over many thin ones. Could combine company info into About the role or maybe omit if not required. But we should preserve ALL substantive information; we cannot drop About SageSure info. So we need to include it somewhere. Could create a section "About the Company" but not in allowed headings; but instruction says use those headings for section headings (e.g. About the role, Responsibilities...). It doesn't forbid other headings, but says use for section headings (e.g. About the role, Responsibilities...). Likely they expect only those headings. However we could put company info under "About the role" as a brief description. But that might misrepresent. Another approach: create a section "About the role" containing both overview and company info. That seems acceptable.
Thus sections:
- About the role: includes Overview paragraph + About SageSure paragraph.
- Responsibilities: list of duties from "What you’d be doing:".
- Requirements: maybe combine "We’re looking for someone who has:" (minimum qualifications) and "Highly preferred candidates also have:" (preferred). Could split into Requirements and Qualifications or Skills. But we can have Requirements (mandatory) and Qualifications (preferred) or Skills. Let's do:
- Requirements: Bachelor’s or master’s degree..., 5+ years experience, public accounting preferred, solid understanding of US GAAP, experience with Oracle NetSuite, etc.
- Qualifications: maybe "Preferred qualifications" includes CPA, MGA/MGU insurance, advanced Excel, NetSuite, Concur, Lease Query, Workiva, Power BI, interfacing applications, Big 4 experience.
- Skills: maybe list technical skills like attention to detail, deadlines, verbal/written skills, etc. But we already have many.
Better to follow the instruction: Use headings as needed. We could have:
About the role
Overview + About SageSure
Responsibilities
- ...
Requirements
- ...
Preferred Qualifications
but not in list; but we could use "Qualifications" heading for preferred.
Skills
maybe for soft skills.
But we must not create headings with filler text. Ensure each heading has substantive content.
Let's extract details.
Overview paragraph: "SageSure is seeking a Senior Financial Reporting Accountant to support the development and execution of the Company’s accounting and financial reporting functions. The role is instrumental in preparing accurate and timely financial statements, supporting reporting processes, and ensuring compliance with U.S. GAAP, accounting standards and internal policies. This position will also work cross-functionally with Carrier Reporting and FP&A teams to support internal and external reporting requirements, audits, and special projects. The ideal candidate will demonstrate strong technical accounting knowledge, attention to detail, and the ability to consistently deliver high-quality work products within tight deadlines."
About SageSure paragraph: "Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed property in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 110 home, flood, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $3.2 billion of inforce premium and helps protect more than 970,000 policyholders. We have more than 1,000 employees in a distributed workforce environment across 12 offices—Fairfield, CA; Mountain View, CA; Cheshire, CT; Jacksonville, FL; Tallahassee, FL; Tampa, FL; Chicago, IL; Jersey City, NJ; Marlton, NJ; Cincinnati, OH; Houston, TX; Sheboygan, WI—who are tackling the industry’s toughest challenges."
We can combine.
Responsibilities list (from "What you’d be doing:"): each sentence starts with a verb. Let's list:
- Prepare and review monthly, quarterly, and annual financial statements and related disclosures for internal management and external investors.
- Assist in the preparation and maintenance of detailed monthly financial reporting supporting schedules to ensure the accuracy, completeness, and timeliness of financial data.
- Support the consolidation of multiple entities, including eliminations and intercompany transactions, and non-controlling interest considerations.
- Assist in the preparation of financial information required by lenders, including covenant calculations.
- Develop, maintain, and deliver financial analytics to executive management.
- Create and maintain dashboards for department executive heads.
- Reconciliation of accounting transactions between general ledger and the reporting system.
- Gain an understanding of technical transactions to ensure accurate reflection in the financial statements.
- Research and understand material variances in month-over-month financial statement activity and budget variances and document monthly highlights to be delivered with draft financials.
- Assist with budget uploads and reports used in financial reporting.
- Assist with the audited financial statement process and prepare footnote support schedules to facilitate the annual external audit.
We need to ensure each as - .
Requirements (mandatory): from "We’re looking for someone who has:":
- Bachelor’s or master’s degree in accounting, Information Systems
- Minimum of 5+ years of experience in an accounting or financial reporting role
- Public accounting experience preferred
- Solid understanding of U.S. GAAP and internal control principles
- Experience with Oracle NetSuite; familiarity with NetSuite Planning and Budgeting software is a plus
- Proven ability to meet strict deadlines, both independently and within a team environment
- Strong attention to detail with a demonstrated ability to deliver highly accurate work products
- Assist in the implementation of new accounting standards and company policies (this is a duty but appears in requirements list; we can keep)
- Strong verbal and written skills, and the ability to convey complex information.
Note: "Assist in the implementation of new accounting standards and company policies" maybe a responsibility but it's in the requirements list; we can keep as requirement.
Preferred qualifications (from "Highly preferred candidates also have:"): list:
- Experience in MGA/MGU insurance operations
- Certified Public Accountant or CPA candidate
- Experience in Microsoft office suite with intermediate or advanced Excel skills.
- Experience in NetSuite, Concur, Lease Query, Workiva
- Experience in Power BI dashboards and reports
- Experience in interfacing applications with accounting software
- Big 4 or national/regional firm experience a plus
We could put these under "Qualifications" heading.
Skills: maybe we already covered verbal/written skills, attention to detail, deadlines, etc. Could create a Skills section for soft skills: strong verbal and written skills, ability to convey complex information, strong attention to detail, ability to meet deadlines, teamwork. But we already have those in requirements. To avoid duplication, maybe we don't need separate Skills section; we can incorporate into Requirements.
Thus we will have sections: About the role, Responsibilities, Requirements, Qualifications.
Check if any content for Benefits, Pay, Schedule: none, so omit.
Now produce HTML fragment.
We must not include any markdown code fences. Just raw HTML.
Let's craft.
About the role
SageSure is seeking a Senior Financial Reporting Accountant to support the development and execution of the Company’s accounting and financial reporting functions. The role is instrumental in preparing accurate and timely financial statements, supporting reporting processes, and ensuring compliance with U.S. GAAP, accounting standards and internal policies. This position will also work cross-functionally with Carrier Reporting and FP&A teams to support internal and external reporting requirements, audits, and special projects. The ideal candidate will demonstrate strong technical accounting knowledge, attention to detail, and the ability to consistently deliver high-quality work products within tight deadlines.
Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed property in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 110 home, flood, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $3.2 billion of inforce premium and helps protect more than 970,000 policyholders. We have more than 1,000 employees in a distributed workforce environment across 12 offices—Fairfield, CA; Mountain View, CA; Cheshire, CT; Jacksonville, FL; Tallahassee, FL; Tampa, FL; Chicago, IL; Jersey City, NJ; Marlton, NJ; Cincinnati, OH; Houston, TX; Sheboygan, WI—who are tackling the industry’s toughest challenges.
Responsibilities
- Prepare and review monthly, quarterly, and annual financial statements and related disclosures for internal management and external investors.
- Assist in the preparation and maintenance of detailed monthly financial reporting supporting schedules to ensure the accuracy, completeness, and timeliness of financial data.
- Support the consolidation of multiple entities, including eliminations and intercompany transactions, and non-controlling interest considerations.
- Assist in the preparation of financial information required by lenders, including covenant calculations.
- Develop, maintain, and deliver financial analytics to executive management.
- Create and maintain dashboards for department executive heads.
- Reconciliation of accounting transactions between general ledger and the reporting system.
- Gain an understanding of technical transactions to ensure accurate reflection in the financial statements.
- Research and understand material variances in month-over-month financial statement activity and budget variances and document monthly highlights to be delivered with draft financials.
- Assist with budget
for prose. We need to preserve all substantive information, remove boilerplate (EEO, etc). The "About SageSure:" includes some info; we can keep that as maybe "About the Company" but not required heading list; we could put under "About the role"? Actually "About the role" heading is for role description; we have Overview and maybe About SageSure could be separate but not in prescribed headings. The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should only use those headings if content exists. We have Overview (could be About the role). We have "What you’d be doing:" => Responsibilities. We have "We’re looking for someone who has:" => Requirements/Qualifications/Skills. We have "Highly preferred candidates also have:" => maybe Skills or Qualifications (preferred). We have About SageSure: maybe we could put under "About the role"? But that heading is for role description; maybe we can include a short paragraph about company under "About the role" or we could create a separate section not in list? The instruction says prefer a few substantive sections over many thin ones. Could combine company info into About the role or maybe omit if not required. But we should preserve ALL substantive information; we cannot drop About SageSure info. So we need to include it somewhere. Could create a section "About the Company" but not in allowed headings; but instruction says use those headings for section headings (e.g. About the role, Responsibilities...). It doesn't forbid other headings, but says use for section headings (e.g. About the role, Responsibilities...). Likely they expect only those headings. However we could put company info under "About the role" as a brief description. But that might misrepresent. Another approach: create a section "About the role" containing both overview and company info. That seems acceptable.
Thus sections:
- About the role: includes Overview paragraph + About SageSure paragraph.
- Responsibilities: list of duties from "What you’d be doing:".
- Requirements: maybe combine "We’re looking for someone who has:" (minimum qualifications) and "Highly preferred candidates also have:" (preferred). Could split into Requirements and Qualifications or Skills. But we can have Requirements (mandatory) and Qualifications (preferred) or Skills. Let's do:
- Requirements: Bachelor’s or master’s degree..., 5+ years experience, public accounting preferred, solid understanding of US GAAP, experience with Oracle NetSuite, etc.
- Qualifications: maybe "Preferred qualifications" includes CPA, MGA/MGU insurance, advanced Excel, NetSuite, Concur, Lease Query, Workiva, Power BI, interfacing applications, Big 4 experience.
- Skills: maybe list technical skills like attention to detail, deadlines, verbal/written skills, etc. But we already have many.
Better to follow the instruction: Use headings as needed. We could have:
About the role
About the role
Overview + About SageSure
Responsibilities
- ...
Requirements
- ...
Preferred Qualifications
but not in list; but we could use "Qualifications" heading for preferred.Skills
maybe for soft skills. But we must not create headings with filler text. Ensure each heading has substantive content. Let's extract details. Overview paragraph: "SageSure is seeking a Senior Financial Reporting Accountant to support the development and execution of the Company’s accounting and financial reporting functions. The role is instrumental in preparing accurate and timely financial statements, supporting reporting processes, and ensuring compliance with U.S. GAAP, accounting standards and internal policies. This position will also work cross-functionally with Carrier Reporting and FP&A teams to support internal and external reporting requirements, audits, and special projects. The ideal candidate will demonstrate strong technical accounting knowledge, attention to detail, and the ability to consistently deliver high-quality work products within tight deadlines." About SageSure paragraph: "Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed property in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 110 home, flood, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $3.2 billion of inforce premium and helps protect more than 970,000 policyholders. We have more than 1,000 employees in a distributed workforce environment across 12 offices—Fairfield, CA; Mountain View, CA; Cheshire, CT; Jacksonville, FL; Tallahassee, FL; Tampa, FL; Chicago, IL; Jersey City, NJ; Marlton, NJ; Cincinnati, OH; Houston, TX; Sheboygan, WI—who are tackling the industry’s toughest challenges." We can combine. Responsibilities list (from "What you’d be doing:"): each sentence starts with a verb. Let's list: - Prepare and review monthly, quarterly, and annual financial statements and related disclosures for internal management and external investors. - Assist in the preparation and maintenance of detailed monthly financial reporting supporting schedules to ensure the accuracy, completeness, and timeliness of financial data. - Support the consolidation of multiple entities, including eliminations and intercompany transactions, and non-controlling interest considerations. - Assist in the preparation of financial information required by lenders, including covenant calculations. - Develop, maintain, and deliver financial analytics to executive management. - Create and maintain dashboards for department executive heads. - Reconciliation of accounting transactions between general ledger and the reporting system. - Gain an understanding of technical transactions to ensure accurate reflection in the financial statements. - Research and understand material variances in month-over-month financial statement activity and budget variances and document monthly highlights to be delivered with draft financials. - Assist with budget uploads and reports used in financial reporting. - Assist with the audited financial statement process and prepare footnote support schedules to facilitate the annual external audit. We need to ensure each asAbout the role
SageSure is seeking a Senior Financial Reporting Accountant to support the development and execution of the Company’s accounting and financial reporting functions. The role is instrumental in preparing accurate and timely financial statements, supporting reporting processes, and ensuring compliance with U.S. GAAP, accounting standards and internal policies. This position will also work cross-functionally with Carrier Reporting and FP&A teams to support internal and external reporting requirements, audits, and special projects. The ideal candidate will demonstrate strong technical accounting knowledge, attention to detail, and the ability to consistently deliver high-quality work products within tight deadlines.
Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed property in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 110 home, flood, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $3.2 billion of inforce premium and helps protect more than 970,000 policyholders. We have more than 1,000 employees in a distributed workforce environment across 12 offices—Fairfield, CA; Mountain View, CA; Cheshire, CT; Jacksonville, FL; Tallahassee, FL; Tampa, FL; Chicago, IL; Jersey City, NJ; Marlton, NJ; Cincinnati, OH; Houston, TX; Sheboygan, WI—who are tackling the industry’s toughest challenges.
Responsibilities
- Prepare and review monthly, quarterly, and annual financial statements and related disclosures for internal management and external investors.
- Assist in the preparation and maintenance of detailed monthly financial reporting supporting schedules to ensure the accuracy, completeness, and timeliness of financial data.
- Support the consolidation of multiple entities, including eliminations and intercompany transactions, and non-controlling interest considerations.
- Assist in the preparation of financial information required by lenders, including covenant calculations.
- Develop, maintain, and deliver financial analytics to executive management.
- Create and maintain dashboards for department executive heads.
- Reconciliation of accounting transactions between general ledger and the reporting system.
- Gain an understanding of technical transactions to ensure accurate reflection in the financial statements.
- Research and understand material variances in month-over-month financial statement activity and budget variances and document monthly highlights to be delivered with draft financials.
- Assist with budget