Finance and Accounting Manager (Remote)

at  Patriot Growth Insurance Services

About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (PGIS) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. PGIS is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in over 165 locations across 48 states, PGIS’ collaborative model delivers resources and strategic support to its agencies. PGIS creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.
Position Overview: Our company seeks an experienced accounting professional with prior experience in public accounting or the insurance brokerage industry, to join us a Finance & Accounting Manager on our Corporate Accounting team. This is a newly created position and will be responsible for managing and assisting senior leadership with various accounting and financial reporting projects.
Work location: The position is a full time, fully remote position, with a preference for qualified candidates in the U.S. Eastern or Central time zone.

Professional Responsibilities:

• Manage or assist with special accounting and finance projects throughout the PGIS organization
• Develop improvements to the current chart of account structure
• Prepare and review audited financial statements and accompanying footnotes
• Perform variance analysis on PGIS partner agency financial results
• Develop and implement various balance sheet reconciliations
• Assist with the company’s year-end external audit and responding to auditor inquiries
• Create and review budgets
• Prepare and update technical memos as needed
• Research and resolve any identified technical accounting matters
• Assist with year-end and month-end closing procedures
• Other accounting or finance related duties as needed

Qualifications and Requirements:

• Bachelor’s of Science degree in Accounting or Finance
• 6-8 years of relevant work experience in public accounting or insurance brokerage industry
• Knowledge of insurance brokerage industry
• Certified Public Accountant
• Experience in establishing previously undeveloped accounting related processes
• Proficient in use of Microsoft Office Suite tools, especially Excel
• Demonstrated success in developing and sustaining effective working relationships
• Excellent interpersonal and communication skills (both written and oral)
• Ability to manage multiple projects simultaneously and complete within budgeted timeframe
• Strong organizational and analytical skills
• Collaborative and the ability to work independently
• Independent and critical thinker, adaptable and exudes a positive attitude at all times
• Ability to travel to partner agency offices or the corporate office when required
• Authorized to work in the U.S. without sponsorship now and in the future

Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

Salary Range: $100,000 - $135,000 depending on experience

• A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com

• Manage or assist with special accounting and finance projects throughout the PGIS organization
• Develop improvements to the current chart of account structure
• Prepare and review audited financial statements and accompanying footnotes
• Perform variance analysis on PGIS partner agency financial results
• Develop and implement various balance sheet reconciliations
• Assist with the company’s year-end external audit and responding to auditor inquiries
• Create and review budgets
• Prepare and update technical memos as needed
• Research and resolve any identified technical accounting matters
• Assist with year-end and month-end closing procedures
• Other accounting or finance related duties as neede