Manager, Technical Accounting & External Reporting

Job Description

Job Description

About Keystone 

Keystone is one of the largest and fastest-growing insurance brokerages in the country — ranked #26 among U.S. retail brokers and #4 fastest-growing in the Top 50 by Business Insurance. Our platform spans 33+ states, 180+ agency partners, and more than $500 million in revenue — uniting some of the country's most respected independent agencies with the scale, tools, and resources of a national brokerage. Through operational support in finance, HR, marketing, technology, producer development, and M&A, we empower agencies to grow while preserving what makes them who they are — their client relationships and their role in the communities they serve. Guided by our trademarked commitment, "Trust, our most important policy," Keystone is building the insurance solution every family and business can count on. For more information, visit

Manager, Technical Accounting & External Reporting

Position Summary:

We are seeking a highly motivated Manager, Technical Accounting & External Reporting to lead our company's external financial reporting, technical accounting, and audit functions. This is a hands-on role ideal for a CPA with a strong public accounting foundation who enjoys solving complex accounting issues, owning financial reporting processes, and partnering across the business to drive excellence. This person will prepare financial statements, resolve and document GAAP questions, manage the external audit, and maintain the purchase-accounting and earnout fair-value models.

Primary Responsibilities:

Lead External Financial Reporting

• Prepare consolidated GAAP financial statements and related footnote disclosures.
• Manage annual audited financial statements and interim reporting requirements.
• Own reporting deliverables required by lenders, including covenant calculations, quarterly compliance certificates, and other credit facility reporting.
• Maintain reporting close calendars and ensure accurate, timely submissions to external stakeholders.

Serve as the Company's Technical Accounting Expert

• Lead accounting for revenue recognition (ASC 606) and deferred contract acquisition costs (ASC 340-40) across the company’s commission-based revenue streams (agency bill, direct bill, and producer commissions), including related journal entries and reconciliations.
• Manage lease accounting under ASC 842, including new lease evaluations, modifications, right-of-use assets, and lease liabilities.
• Research complex accounting matters and prepare technical accounting memoranda supporting GAAP conclusions.
• Provide accounting guidance to business partners and finance teams across the organization.

Drive Acquisition Accounting & Fair Value Reporting

• Perform purchase accounting for acquisitions under ASC 805, including purchase price allocations and opening balance sheet assessments.
• Oversee GAAP accounting for earnouts and contingent consideration arrangements, including periodic fair-value remeasurements.
• Develop and maintain financial models supporting valuation and contingent consideration accounting.
• Partner with valuation specialists, M&A teams, and finance leadership on acquisition-related accounting matters.

Manage the External Audit Process

• Serve as the primary liaison with the company's Big 4 external auditor.
• Coordinate audit timelines, PBC requests, and audit deliverables across the accounting organization.
• Resolve audit inquiries and support a smooth, efficient audit process.
• Coordinate audit deliverables across the Central Accounting functions (GL & Close, Revenue Accounting & Billing, AP) and hold owners accountable to audit deadlines.

Partner Across the Organization

• Work closely with General Ledger, Close, Revenue Accounting, Billing, Treasury, and Finance leadership teams.
• Support accurate implementation of technical accounting conclusions during close processes.
• Help improve accounting policies, controls, documentation, and reporting processes.
• Contribute to the continued growth and scalability of the Finance organization.

Required Qualifications:

• Bachelor’s degree in Accounting; active CPA required.
• Minimum of 5 years of progressive accounting experience, beginning in the audit / assurance practice of a Big 4 or large regional public accounting firm.
• Strong, hands-on command of US GAAP, including ASC 606 (revenue recognition), ASC 340-40 (contract costs), ASC 842 (lease accounting), ASC 805 (business combinations), and fair-value measurement and contingent consideration accounting.
• Demonstrated experience preparing GAAP financial statements and footnote disclosures.
• Experience managing or supporting external financial statement audits.
• Excellent technical accounting research, analytical, and written communication skills.
• Advanced Excel and comfort building and maintaining financial models (e.g., fair-value / earnout models).
• Ability to pass a criminal background check, as permitted by law.

Preferred Qualifications:

• Insurance brokerage or agency accounting experience.
• Experience in a private-equity-backed, acquisition-focused organization.
• Familiarity with agency bill vs. direct bill, commission revenue, and fiduciary / trust accounting.
• Credit facility and lender covenant reporting experience.
• Experience with an agency management system (e.g., Applied Epic).
• Exposure to ERP and financial consolidation platforms. 
• M&A integration and post-close accounting experience.

Hours:  Monday-Friday, 8:00am-5:00pm (Hybrid Work Options)

Office Location: 1215 Manor Drive, Suite 208, Mechanicsburg, PA 17055

Salary Transparency Statement: In accordance with state and local pay transparency laws, we will provide the applicable salary range upon request to candidates who reside in jurisdictions where such disclosure is required. 

Benefits:

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off 
• Paid Holidays

No Solicitation Statement Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third-parties for hires made.