Senior Revenue Accountant
Accountants One
Senior Revenue Accountant
A growing company is looking for a Senior Revenue Accountant to join its P&C Accounting team. This is a hands-on role that combines accounting, revenue analysis, data management, and business partnership. The ideal candidate is more than someone who can complete journal entries. We're looking for a proactive, curious problem-solver who wants to understand how the business works, dig into the numbers, identify issues, and figure out how to fix them. You'll work closely with Finance and Operations teams and become a go-to resource for understanding revenue, AR, and financial results.
Manage monthly revenue and accounts receivable processes using data from the Agency Management System (AMS)
Pull, analyze, and validate large amounts of transactional data and make sure it ties to the general ledger
Prepare monthly revenue and AR schedules, reconciliations, and journal entries
Own revenue recognition and supporting workbooks for multiple P&Ls
Investigate discrepancies and work with Operations and Finance to resolve issues at the source
Perform month-end close activities, including journal entries and account reconciliations
Analyze actual results against prior periods, budgets, and forecasts and explain the reasons behind variances
Assist with cash reconciliations and research differences between system and bank activity
Provide Finance leaders with clear, data-driven answers about revenue and financial results
Support external audits and maintain accurate, well-documented schedules
Look for ways to improve, simplify, and automate reporting and reconciliation processes
Proactive mindset with a willingness to take ownership and solve problems rather than simply identify them
Strong accounting foundation, including journal entries, accruals, reconciliations, and debits/credits
Strong analytical skills and comfort working with large, detailed datasets
High attention to detail and accuracy, especially in a deadline-driven environment
Curious about the "why" behind the numbers and interested in understanding how the business operates
Able to communicate financial information clearly with both accounting and non-accounting teams
Organized and able to manage recurring month-end responsibilities independently
Good judgment and the confidence to make decisions while knowing when to escalate an issue
Bachelor's degree in Accounting, Finance, or a related field
25+ years of accounting or finance experience
Advanced Excel skills, including XLOOKUP/VLOOKUP, INDEX/MATCH, SUMIFS, PivotTables, and linked workbooks
Experience working with large datasets
Power Query experience is a plus
Insurance brokerage, agency, or P&C experience is highly preferred
Experience with an Agency Management System is a plus; Applied Epic experience strongly preferred
This is a great opportunity for someone who wants to move beyond traditional accounting and become a true business partner. You'll have visibility into how revenue is generated, work directly with Finance and Operations, and have the opportunity to improve processes rather than simply maintain them.
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