Finance Accounting Manager
billing
audit prep
power bi
month‑end
financial reporting
ops support
AR/AP/Billing: Coordinate billing processes including invoices, payments, and receipts related to insurance premiums, commissions, and other financial transactions. Resolve billing discrepancies, reconcile accounts, and address inquiries regarding invoices. Monitor AR and AP and follow up on outstanding balances.
Prepare for and conducting audits (for accuracy and compliance).
Reporting: Assist in maintaining GL, JE's and adjustments. Develop and maintain Power BI dashboards/reports. Execution of month-end close process, ad-hoc reporting, and variance analysis. Will provide regular financial reports to stakeholders.
Financial Management: Generate/maintain financial reports and records (including income statements, balance sheets, cash flow statements budgets and expense reports).
Operational Support: Provide cross-functional support to other teams as needed.
concur
excel
power bi
us gaap
bachelor's
7+ years
- Strong proficiency in financial software, Concur and MS Office Suite (especially Excel). Experience with Power BI reporting preferred.
- Familiarity with insurance industry practices, terminology and accounting as it relates to insurance premium/commission transactions is a plus.
- US GAAP experience.
- Bachelor’s degree in Finance, Accounting, Business Administration, (or related field).
- 7+ years of experience in finance and/or accounting, working for an insurance carrier, broker or MGA.
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- Typical engagements include placing CPA accountants, legal assistants, cost estimators, HR managers, marketing VPs, and IT engineers.
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- Their story is one of blending human connection, regional expertise, and a master's mindset to deliver standout hiring outcomes.
