Lead Accountant / CFO

Job Description

Job Description

About USSI:

Being part of the United Systems and Software, Inc. (USSI) team is not just another job… it's a calling. To build. To design. To code. To consult. To invent. To educate and create innovative insurance solutions. To collaborate. Not just to do something better, but to attempt things never before thought possible.

At USSI we aspire to make a long-lasting, positive impact on not only the businesses we have the privilege and honor to serve, but also the fine men and woman that make up our team. Providing a safe, welcoming, friendly, and inclusive environment runs deep in our DNA, and we are proud of the environment and culture we maintain. Joining USSI means the opportunity to work with the most advanced and exciting technologies and platforms the industry has to offer. Are you ready to join our team and meet the challenge?

Responsibilities:

The Lead Accountant is an essential member of the Accounting team, responsible for supporting the Company's day-to-day accounting operations, including accounts payable, cash activity, account reconciliations, journal entries, financial reporting, and month-end and year-end close activities.

This position ensures that accounting transactions and financial records are processed accurately and timely and provides support to various members of the Executive Management Team.

Essential Functions:

• Preparing and Posting Daily Cash Activity: Prepare, review, and post daily cash activity transactions to ensure accurate recording of cash receipts, disbursements, and other banking activity. Verify transaction accuracy and maintain supporting documentation in accordance with company policies and accounting standards.
• Performing Account and Bank Reconciliations: Complete timely bank and general ledger account reconciliations on a monthly basis. Investigate discrepancies, resolve outstanding items, and ensure account balances are accurate and properly supported.
• Preparing Journal Entries and Supporting Documentation: Prepare and post journal entries, including accruals, adjustments, reclassifications, and other accounting transactions. Maintain detailed supporting schedules and documentation to support all entries and ensure audit readiness.
• Assisting with Month-End and Year-End Close Activities: Support the monthly and annual financial close processes by preparing reconciliations, analyzing account activity, completing assigned close tasks, producing Client invoices, and helping ensure all reporting deadlines are met.
• Supporting Financial and Accounting Reporting: Assist in the preparation of financial reports, management reporting packages, and ad hoc analyses by compiling, reviewing, and validating financial information for accuracy and completeness.
• Assisting with Accounting Projects and Financial Analyses: Participate in special projects, process improvement initiatives, financial analyses, and system enhancements as directed. Provide insights and recommendations to improve efficiency and strengthen financial controls.
• Accounts Payable and Accounts Receivable Support: Provide support for accounts payable and accounts receivable functions, including invoice processing, payment tracking, Client billing, collections follow-up, and resolving vendor or customer inquiries.
• Supporting Internal and External Audits: Assist with internal and external audit requests by gathering documentation, preparing schedules, responding to inquiries, and ensuring financial records are organized and readily available for review.
• Performing Ad Hoc Accounting Duties: Perform additional accounting, administrative, and analytical responsibilities as assigned to support departmental objectives, operational needs, and continuous improvement efforts.
• Perform other duties as assigned.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field preferred.
• Previous accounting, accounts payable, bookkeeping, or ERP system experience preferred.
• Proficiency in QuickBooks accounting software, and Microsoft Office applications, including Excel, Outlook, and Word.

Experience:

• Previous accounting, accounts payable, bookkeeping, or ERP system experience preferred.

Knowledge, Skills, and Abilities:

• Strong attention to detail with the ability to maintain accuracy when processing financial data, reconciling accounts, and preparing accounting documentation.
• Excellent organizational and time-management skills, with the ability to manage multiple priorities, meet deadlines, and work efficiently in a fast-paced environment.
• Demonstrated willingness to learn, adapt to new processes, and take on additional responsibilities to support the Accounting team and broader business objectives.
• Ability to work independently with minimal supervision while collaborating effectively with cross-functional teams and stakeholders.
• Ability to handle sensitive and confidential financial information with discretion, professionalism, and sound judgment.
• Strong written and verbal communication skills, with the ability to clearly communicate financial information to both finance and non-finance personnel.
• Ability to work onsite at the Company's Orlando, Lake Mary, Florida corporate headquarters and participate in collaborative, in-person business activities as required.
• Strong problem-solving and analytical skills, with the ability to identify issues, recommend solutions, and support continuous process improvement initiatives.

This position is classified as “in-person,” which means the physical office in Lake Mary, Florida.

Benefits:

Being a small, family-owned company, we recognize the accomplishments of our loyal and dedicated team and reward our team for their outstanding work. USSI's benefits include:

• Company-paid team member healthcare 100%.
• Company-paid team members Basic Life Insurance, LTD, and AD&D.
• Option to add a dental plan, vision plan, and ancillary benefits.
• Option to enroll in the Health Savings Account plan.
• 401K plan with company discretionary match.
• Accrued vacation and sick time plus:
• 7 annual national holidays paid time off.
• 1 annual birthday holiday paid time off.
• 3 annual floating holidays paid time off.
• Company parties and retreats for team members and a guest.
• Holiday bonus.
• Regular team appreciation lunches.
• Company-paid continuing education.
• Annual reviews that include discretionary salary increases.
• To learn more, please visit

In addition to other duties/functions, this position requires full commitment and support for promoting an ethical and compliant culture. More specifically, this position requires integrity, honesty, and respectful treatment of others.