Senior Accountant

Senior Accountant Opportunity (with path to grow into Accounting Manager)

✦ Why This Opportunity

• Join a stable, established agency with a collaborative and professional culture
• High-visibility role working directly alongside the Controller with real influence over financial operations
• Broad scope of responsibilities — ideal for someone who thrives on variety and ownership
• A team that values accuracy, ethics, and people who take their work seriously

✦ The Role

As Senior Accountant, you'll be a key partner to the Controller — overseeing day-to-day accounting operations, maintaining financial records, and ensuring the agency's financial health is accurately reported and well-managed. From general ledger maintenance to payroll, reconciliations, and audit prep, you'll have broad ownership across the full accounting function.

✦ Key Responsibilities

• Prepare monthly balance sheets, income statements, and profit and loss statements
• Maintain the general ledger and perform general cost accounting duties
• Process payroll for non-executive staff and run monthly producer commission reports
• Code invoices, set up new accounts, reconcile accounts, and manage month-end close
• Reconcile bank accounts, cash disbursement accounts, customer accounts, and accounts receivable
• Verify and process accounts payable, ensuring all payments are charged to appropriate accounts
• Obtain monthly insurance company account statements, reconcile against AMS360 data, and ensure accurate and timely payments to carriers and wholesalers
• Assist with annual audit preparation by gathering necessary account documentation for the Controller
• Support proper account and policy setup in AMS360, assist with premium financing paperwork, and help manage aged receivables collections
• Provide backup support for Staff Accountant duties as needed

✦ Qualifications

• Bachelor's degree in Accounting or Finance preferred
• 2+ years of accounting experience with strong organizational and prioritization skills
• High degree of accuracy and attention to detail — this is a must
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite