COMPANY OVERVIEW

We are a family-owned company dedicated to providing insurance services to nonprofit organizations, operating with a close-knit team that values integrity, collaboration, and excellence. With 30 years in business, we pride ourselves on fostering a supportive family first work environment and delivering quality to our customers. We are seeking a skilled Senior Accountant to join our team and contribute to our continued success.

POSITION SUMMARY

The Senior Accountant will play a critical role in financial operations. Reporting to the Director of Finance & Administration, this position is responsible for overseeing accounting processes, preparing financial reports, ensuring compliance with regulations, supporting strategic decision-making, and taking on special projects as needed. The ideal candidate has a positive attitude, is detail-oriented, proactive, and thrives in a collaborative, small-team environment.

QUALIFICATIONS

A positive attitude.
Bachelor’s degree in Accounting, Finance, or a related field with 5+ years of accounting experience. Insurance industry experience a strong plus but not required.
Proficiency in accounting software (e.g., QuickBooks) and Microsoft Excel.
Understanding of GAAP.
Experience with Statutory accounting is a strong plus but must have a willingness to learn.
Excellent analytical and problem-solving skills with keen attention to detail.
Ability to work independently and collaboratively in a small, family-oriented team.
Strong communication skills to interact with team members, vendors, and external partners.
Ability to adapt to the unique needs of a family-owned business.

Financial Reporting: Prepare and analyze monthly, quarterly, and annual financial statements, ensuring accuracy and compliance with GAAP. Experience with reporting tools such as Microsoft Power BI is a strong plus.
General Ledger Management: Oversee general ledger activities, including journal entries, reconciliations, and month-end closings.
Budgeting and Forecasting: Assist in developing annual budgets and financial forecasts, providing insights to support business decisions.
Tax Compliance: Coordinate with external tax professionals to prepare and file federal, state, and local tax returns, ensuring compliance with all regulations.
Audit Support: Prepare documentation and support for internal and external audits, ensuring all financial records are accurate and accessible.
Process Improvement: Identify and implement improvements to accounting processes to enhance efficiency and accuracy.
Team Collaboration: Work closely with other departments to provide financial insights and support company-wide initiatives.
Payroll Oversight: Oversee payroll processing, ensuring accuracy and compliance with payroll regulations.
Cross-coverage: Act as backup to the Accounting Analyst as necessary.
Miscellaneous tasks as assigned my Management.