Supervisor of Accounting

Primary Responsibilities

• Performs bookkeeping tasks including posting data to agency general ledger and keeping records of supporting documents.
• Verifies accuracy of billing data and revises any errors.
• Resolves discrepancies in accounting records.
• Prepares monthly closing entries for consolidation into corporate results.
• Reviews historical data and report variances to corporate finance department monthly.
• Compiles and reports data to peer agency consultants quarterly.
• Compiles and reports data to internal audit department twice per year for financial reporting and SOX reporting.
• Reviews and reports employee commission to corporate payroll department.
• Reconciles and disburses payments to carriers and non-employee sales agents.
• Executes responsibilities accurately and timely and maintains confidentiality.
• Oversight of Direct Bill and Agency Bill Receivables and Payables processes.
• Demand Deposit Account reconciliation (DDA Recon) report.
• Daily reconciliation of DDA report.
• Oversees financial reporting for the agency and other advisory departments and provides analysis on a weekly and monthly basis.
• Process improvement and oversight of controls - Reviews department processes, procedures, and controls on a regular basis and implements changes and improvements as needed.
• Leads and supervises a team of employees fostering a positive and high-performance work environment.
• Provides guidance, coaching and mentorship to team members to enhance their skills and performance.
• Sets clear expectations and objectives for the team.

Qualifications

• BA or BS
• 5+ years of job-related experience

Skills

• Excellent project management skills
• Excellent communication skills, both written and verbal
• Excellent organizational, analytical and interpersonal skills
• Excellent customer service skills
• Ability to use a personal computer and job-related software
• MS Word - Basic Level
• MS Excel - Intermediate Level
• MS PowerPoint - Basic Level
• Experience with Applied EPIC system
• Strong knowledge of insurance accounting