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Global Green Accounting Team Lead

Brightway Insurance

Scope Provides daily leadership to Accounting and Commissions staff. Ensures effective, timely delivery of commission receivables from over 100 insurance carriers, commission payments to over 100 franchisees, pass‑through charges, and other work products. Oversees accurate entry, balancing, and finalization of QuickBooks financial statements and ensures the integrity of all general ledger activity. Identifies system, process, and workflow enhancements. Assigns and follows up on work across the department. Inspires team to perform at the highest level with every request, every day. Job Responsibilities Guide and oversee the Global Green Commissions and AP team Oversee a team managing relationships with over 100 insurance carriers and over 100 franchisees Write job objectives, performance reviews, and salary recommendations Conduct regular 1:1s to assess performance and identify development opportunities Manage staff handling various requests and routine work Serve as the point of contact for any escalations Report on activity and outcomes to manager Support management in delivering messages to employees Commissions & Receivables Lead team responsible for receiving, reconciling and paying commission statements; ensures payments are accurate and on time Reconcile commission statements and ensure accurate transfer of commissions between Global Green and Brightway Serve as a subject matter expert (SME) for direct bill commissions processes and related systems Implement and oversee Epic (Applied Systems) commission deposit processes, ensuring accurate recording, timely posting, and proper reconciliation Own key components of the month‑end close process, ensuring timely completion Enter, balance, and finalize QuickBooks financial statements monthly, ensuring all accounts are reconciled and data are accurate prior to close Ensure team reconciles the operating bank accounts Collaborate with the Accounting department managers to ensure general ledger entries are accurate and processes remain current Participate in the Annual Accounting Audit Maintain current and accurate procedure manuals for the department Process Improvement & Systems Collaborate with the team and department leads to help improve processes and implement scalable automation as the company grows Build relationships across departments to streamline workflows and ensure accounting and commissions processes are understood company‑wide Proactively identify improvements to deliver more accurate, actionable reporting, and a better work environment Analysis & Problem Solving Evaluate complex issues, perform analysis, and document steps as training aids Use extensive background to solve complex, critical problems Review junior analyst work for accuracy and provide constructive feedback Fulfill requesters’ needs and proactively surface related observations Document activities and follow ups in appropriate systems regularly and accuratelyPerform other related duties as assigned Skills, Licenses & Certifications Deep knowledge of accounting concepts, practices, and procedures Proficiency in QuickBooks Experience with Epic (Applied Systems) or similar insurance agency management systems Knowledge of Global Green and Brightway systems preferred Ability to review and improve processes across high volume data environments Excellent attention to detail Demonstrates excellent time management, ability to manage competing priorities, and a customer service mindset that drives teams towards superior outcomes Strong communicator with the ability to convey complex ideas clearly; exercise sound independent judgement and creative problem‑solving ability Gathers and analyzes data to weigh alternatives and present logical solutions Education and Experience Bachelor’s degree or equivalent required with 4–6 years of experience in Accounting or Finance, including 2–3 years of management experience. Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) and QuickBooks required. Insurance industry and Epic (Applied Systems) experience are a plus. Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal‑opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law. We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow. #J-18808-Ljbffr Brightway Insurance

Vacancy posted 4 days ago
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