Senior Financial Analyst
1 month ago
We are seeking a highly skilled and detail-oriented Senior Accountant to join our team at SOES. As a key member of our finance department, you will be responsible for preparing financial statements, facilitating monthly close procedures, and analyzing financial data to ensure accuracy and compliance.
Key Responsibilities- Financial Statement Preparation: Prepare financial statements and supporting schedules according to the monthly close schedule, ensuring accuracy and compliance with regulatory requirements.
- Monthly Close Procedures: Facilitate and complete monthly close procedures, including account reconciliations and financial statement analysis.
- Financial Data Analysis: Analyze revenues, commissions, and expenses to ensure they are recorded appropriately on a monthly basis, identifying and addressing any discrepancies or variances.
- Account Reconciliations: Prepare monthly account reconciliations, ensuring accuracy and completeness.
- Financial Audits: Assist with financial and tax audits, ensuring compliance with regulatory requirements.
- Tax Returns and Reporting: Assist with preparing tax returns and corporate reporting requirements, ensuring accuracy and compliance.
- Quarterly Commission Reports: Assist with quarterly producer commission reports, analyzing and correcting discrepancies.
- Internal Controls: Assist in documentation and monitoring of internal controls, ensuring compliance with regulatory requirements.
- Education: Bachelor's or higher degree in Accounting or Finance.
- Accounting Theory: Strong understanding of accounting theory and principles.
- CPA Designation: CPA designation preferred, but not required.
- Experience: 5+ years of accounting/finance experience, with CPA a plus but not required.
- Industry Experience: Experience in the insurance industry preferred.
- Skills: Highly detail-oriented and organized, with excellent communication and interpersonal skills.
- Technical Skills: Proficiency with email and Microsoft Office applications, with ability to work cooperatively and collaboratively with all levels of employees, management, and external agencies.
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