Sr. Accountant

Description

Welcome to The Liberty Company—a forward-thinking, rapidly growing insurance brokerage built on a foundation of culture and collaboration. Recognized for our award-winning workplace, we believe in creating opportunities for every employee to discover their Joy of Being (JOB). 

We are a team that values entrepreneurship, collaboration, positivity, and wellness. We offer competitive compensation, a robust benefits package, paid time off, holiday pay, continued education support, and company-sponsored programs to promote stress management and community involvement. 

We’re on the lookout for an experienced, well-rounded Sr. Accountant. This will be a fully-remote position. Culture is our priority, so we’re eager to find someone whose personality and passion align with our values. Think you’re a match? Let’s connect! 

Position Summary:
The Senior Accountant plays a critical role in the financial management of the organization by overseeing general accounting operations and ensuring the accuracy of financial records. This position is responsible for preparing financial reports, reconciling accounts, and supporting the month-end and year-end close processes. The Senior Accountant provides expertise and leadership within the accounting team while ensuring compliance with regulatory standards and company policies.

Essential Duties and Responsibilities

• Manage accruals, prepayments, and journal entries as part of the month-end and year-end close processes as needed.
• Maintain and reconcile balance sheet accounts related to agency bill and direct bill, ensuring all balances are complete and accurate.
• Analyze financial data to identify trends, variances, and insights that inform decision-making.
• Conduct variance analysis and resolve discrepancies in a timely manner.
• Review balances
• Address internal Partner inquiries related to agency commission revenue and/or producer commission expense
• Address external Carrier inquiries related to agency commission and premium remittance.
• Develop and document accounting policies and procedures to standardize agency bill and direct bill processes.
• Identify and implement process improvements to enhance efficiency and accuracy with agency bill and direct bill processes.
• Partner with agency bill and direct bill analysts to clear aged balances.
• Ensure compliance with Generally Accepted Accounting Principles (GAAP) and other relevant regulations.
• Prepare documentation and schedules to support internal and external audits.
• Assist in ad hoc projects and reporting as needed.

Qualifications

Minimum Qualifications

Education & Experience:

• Bachelor’s degree in Accounting, Finance, or a related field (required).
• CPA or CMA certification (preferred).
• 5+ years of progressive experience in accounting, preferably in a corporate environment.

Technical Skills:

• Proficiency in accounting software (e.g., QuickBooks, SAP, Oracle, or similar).
• Advanced knowledge of Microsoft Excel, including pivot tables and complex formulas.
• Familiarity with Blackline, Alteryx, and Tableau is a plus.

Key Attributes:

• Strong analytical and problem-solving skills.
• Excellent attention to detail and organizational skills.
• Ability to work independently and meet deadlines in a fast-paced environment.
• Strong communication and interpersonal skills to collaborate with cross-functional teams.

Promoting Peace of Mind for All 

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together. 

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others. 

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together. 

*Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role