Accountant

Policy Accounting Consultant Position OverviewThe Policy Accounting Consultant will support the Policy Accounting team, which is responsible for the oversight, reconciliation, certification, and reporting of daily, monthly, and annual policy accounting activity. The ideal candidate is highly organized, detail-oriented, and analytical, with strong reconciliation experience and a demonstrated ability to work collaboratively across teams. This role will assist with daily accounting processes, month-end close activities, audit support, reporting, and special projects.Primary ResponsibilitiesDaily Reconciliation and Accounting ActivitiesRun Tableau reports and review policy-level accounting activity for completeness and accuracy by performing daily reconciliations for the following:PremiumsSeparate account activityUnitsCommissionsNACHA transactionsLoan paymentsUpdate and validate asset-based service fee payments maintained in a Microsoft Access database.Maintain the audit log for policy disbursements, including Surrenders, death claims, withdrawals and loans.Research reconciliation differences and work with appropriate business partners to resolve outstanding items.Ensure reconciliation results, explanations, and supporting documentation are complete and maintained in accordance with audit requirements.Assist Policy Accounting team members with special projects and other accounting activities as needed.Month-End Close ActivitiesPrepare general ledger journal entries.Upload journal entries to the SAP general ledger accounting system.Reconcile monthly balance sheet accounts, including surrender clearing and Death Course of Settlement.Prepare and distribute scheduled accounting and operational reports.Support the timely and accurate completion of month-end close requirements.QualificationsBachelor's degree in Accounting, Finance, or a related field, or equivalent professional experience performing accounting reconciliations. Strong reconciliation, analytical, and problem-solving skills. Advanced Microsoft Excel skills. Insurance, life insurance, or policy accounting experience is a plus. Strong attention to detail and organizational skills. Ability to manage multiple priorities and meet established deadlines. Ability to work independently while contributing effectively in a team environment. Strong written and verbal communication skills. Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.