Senior Accountant

TRANZACT is a leading direct-to-consumer insurance services business, specializing in the distribution of Medicare Advantage, Medicare Supplement and Life & Supplemental insurance policies. Our focus is on leveraging our highly skilled team of over 3,000 professionals to deliver innovative solutions for our insurance carrier partners and provide consumers with a best-in-class experience.


We work with some of America's largest insurance brands to attract, educate and connect with consumers. Our diverse team of analysts, writers, engineers, designers, business leads, data scientists and sales professionals all work together to create thoughtful, data-driven and effective marketing, technology, sales and servicing strategies. These efforts have resulted in TRANZACT earning recognition and winning awards from some of the biggest names in the industry.

When you become part of TRANZACT, you join a team of passionate people who push for excellence, follow through on commitments, and love to succeed together. Our culture rests on a simple principle - "Be Real" - that means being genuine, keeping your word, and having the courage to make tough decisions. Our "Be Real" values resonate and are meaningful to us. We are entrepreneurial, fast paced and empower our people. We know how to make things happen and know that our people are always the source of our success.

Position Summary

The Senior Accountant is an exciting and forward-facing position within the accounting department. This position will be responsible for executing a variety of financial procedures related specifically to the assigned line of business and focused heavily on revenue recognition. The position will interact with a variety of colleagues throughout the organization to ensure revenue, expenses and balance sheet activity are recorded in accordance with GAAP. This position will report to the Controller.

Responsibilities of the Senior Accountant include:

• Responsible for the month-end closing process for assigned line(s) of business including journal entries, account analysis, and financial statement preparation.
• Prepare and analyze key financial metrics and revenue trends for assigned line(s) of business.
• Prepare and present monthly financial analysis and trends to the business leadership and collaborate regarding future monthly financial expectations.
• Understand insurance carrier data to include contracts, commissions, and policy data.
• Reconcile general ledger accounts to ensure accurate reporting and ledger maintenance.
• Collaborate with other team leads to prepare overall company financial reports.
• Develop and maintain procedures around monthly closing.
• Identify, document, and implement additional business and accounting workflows, policies, and procedures as required.
• Prepare and provide required documentation for external auditors.
• Participate in and contribute positively to work/team environment.
• Develop and implement new processes to improve efficiency.
• Special projects as needed.
• Ability to work in a fast-paced environment.

Qualification Include:

• Bachelor's degree in accounting
• Critical thinking and high attention to detail
• Strong mathematical and analytical skills
• Advanced level of Excel knowledge
• Excellent interpersonal, written, and verbal communication skills
• Experience collaborating cross-functionally with different business stakeholders, clients, and teams
• 5+ years of accounting experience
• CPA Certification is a plus
• Experience working with NetSuite a plus
• Strong knowledge of GAAP
• Fluent English

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.

Compensation

The base salary compensation being offered for this role is $95,000 and above based on experience .

This role is also eligible to participate in the annual bonus program.

Company Benefits

TRANZACT provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave)

TRANZACT is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.


Equal Opportunity Employer/Disability/Vet