Sr. Accountant, Financial Services

A bit about us:

We're a forward-thinking financial services firm specializing in innovative insurance products. Our team thrives on accuracy, collaboration, and creative problem-solving to deliver solutions that make an impact.

Why join us?

Be part of a specialized team focused on innovative insurance products
Opportunity to work with complex, high-volume financial data
Hybrid work environment offering balance and flexibility
Collaborative culture that values accuracy, initiative, and innovation

Job Details

We are a leading financial services company specializing in specialty insurance products. We are seeking a Senior Accountant to join our team to manage day-to-day accounting and reporting related to our insurance offerings. This is a key role supporting the accuracy of premiums, claims, and product liabilities, reporting to the Accounting Manager with no direct reports.

Responsibilities:
Oversee operational and accounting aspects of specialty insurance products, including:
Understanding agreements with third-party providers
Weekly/monthly reporting of product activity to third-party partners
Timely funding of premiums and reconciliation of payments
Adjusting premium payments for refunded or compensated claims
Prepare and post monthly journal entries related to:
Premium payments and associated adjustments
Cash claims and product vouchers
Product costs and expense reconciliations
Other daily accounting activities (cash, prepaids, accruals, etc.)
Support month-end close and preparation of financial documentation
Analyze large data sets to ensure accuracy and compliance

Qualifications:
Bachelor's degree in Accounting, Finance, or related field
5+ years of accounting experience, ideally in financial services, insurance, or specialty product accounting
Strong Excel skills (PivotTables, VLOOKUP, IF/SUM formulas)
Ability to work independently and exercise judgment in problem-solving
Detail-oriented, organized, and able to meet deadlines
Strong analytical and communication skills
Experience with Microsoft Dynamics 365 is a plus

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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