Experienced Accountant

Job Overview

The Experienced Accountant supports the Assistant Controller in preparing and maintaining accounting records and supporting documentation for the day-to-day accounting and finance activities of Advantage Insurance Services (AIS), an affiliated entity of Advantage Insurance, Inc. (AVI). Responsibilities include preparing monthly and quarterly account reconciliations and lead sheets; analyzing and documenting expense activity; assisting with the preparation of AIS’s financial statements; supporting intercompany reconciliations; preparing bank reconciliations; and performing routine accounting activities for AIS.

The role is also responsible for maintaining accounting records and preparing financial statements for portfolio-based entities established under the life insurance entity’s policy structures. In addition, the Experienced Accountant supports the Finance team with special projects, ad hoc analyses, and other departmental initiatives as needed.

The Experienced Accountant manages assigned accounting processes in lower-risk areas while continuing to build technical expertise and gain exposure to more complex accounting and financial reporting functions through a defined professional growth and career development path.

Job Responsibilities

Accounting & Analysis

• Perform the day-to-day accounting for AIS and portfolio based entities (including bank related transactions, accounts receivables and accounts payable), and prepare financial statements.
• Process accounts payable invoices for payment.
• Prepare account analysis as needed (e.g., professional, underwriting, legal and IT expenses, etc.).
• Prepare bank reconciliations.
• Support the preparation of AIS financial statements.
• Support the preparation of the AVI consolidated financial statements (e.g., flux analyses and supporting detail, etc.).
• Support the intercompany reconciliation process.

Statutory Audit

• Support corporate and stand-alone entities audit schedules prepare working papers and assist auditors with fieldwork.
• Ensure all aspects of the client’s business is fully understood by auditors, and records and files are in order.

Skills and Qualifications

• Fluency in English and Spanish, both written and spoken
• Pursue accounting credentials as part of professional development.
• Assist to all required trainings.
• Stay current on and develop a working knowledge of U.S. GAAP requirements.
• Develop critical thinking, analytical mind, and research skills.
• Begin developing leadership skills within the Finance/Accounting team, by assisting Seniors and Managers on trainings and projects.
• Continue developing effective communication skills with peers, Finance Team Leads and Management.

Job Requirements

• Bachelor’s degree in accounting or finance.
• 3 years of experience in a similar role, preferably within a professional, corporate, or fast-paced environment.
• Additional qualifications will be considered a plus.