Staff Accountant
Location: Ardmore | Oklahoma City | Tulsa, OK (Onsite)
Schedule: Full-time
Compensation: $65,000 – $80,000
Job Summary:
NOW CFO is conducting a private search on behalf of an independent insurance agency in Oklahoma with offices in Ardmore and Oklahoma City. We are seeking a dependable and detail-oriented Staff Accountant/Bookkeeper to own the day-to-day accounting operations of the agency. This is a hands-on role for someone who thrives in a small business environment, takes pride in keeping things running smoothly, and brings reliability and confidentiality to everything they do.
Responsibilities
Accounting & Bookkeeping
- Process full-cycle accounts payable and accounts receivable
- Ensure agency bill checks are processed and sent to carriers by the 15th of each month
- Handle commission processing and resolve payment discrepancies
- Perform account reconciliations and bank reporting
- Pay bills and manage vendor relationships
- Process payroll twice monthly
- Support month-end close
- Collaborate with the external CPA during tax season including 1099 preparation
- Correct CSR reports as needed
Reporting & Operations
- Run financial and operational reports for Producers and firm leadership
- Set up usernames and system logins for staff
- Provide administrative and operational support as needed
Must Have Qualifications
- 3–5 years of accounting or bookkeeping experience
- Strong computer and cloud-based software proficiency
- Adaptable, dependable, and able to manage multiple responsibilities simultaneously
- High level of confidentiality and professionalism
Nice to Have Qualifications
- Experience with Applied Epic (cloud-based agency management system)
- Insurance agency industry background
- HR management experience including benefits enrollment and retirement plan administration
Compensation & Benefits
- $65,000 – $80,000 annually
- Medical, dental, and vision
- PTO
- 401k
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