Senior Financial Analyst - Remote

Only for registered members Remote, United States

2 days ago

$90,000 - $150,000 (USD) per year *

* This salary range is an estimation made by beBee

Position Summary · The Senior Financial Analyst is responsible for overseeing core accounting functions within a wholesale insurance organization, ensuring accurate financial reporting, strong internal controls, and compliance with applicable accounting standards and regulatory ...

Job description

Position Summary
The Senior Financial Analyst is responsible for overseeing core accounting functions within a wholesale insurance organization, ensuring accurate financial reporting, strong internal controls, and compliance with applicable accounting standards and regulatory requirements. This role provides strategic and operational leadership across accounting operations, including close, reconciliations, commission accounting, and audit support.

The Senior Accounting Manager partners closely with leadership, finance, operations, and external auditors to ensure financial integrity while supporting the company's growth and scalability.

Primary Responsibilities

Lead and oversee day-to-day accounting operations, including general ledger, month-end and year-end close, reconciliations, and financial reporting
Ensure accuracy and completeness of financial statements in accordance with GAAP and internal policies
Oversee commission accounting, direct bill and agency bill processes, and premium-related accounting activities
Manage and strengthen internal controls to mitigate financial and operational risk
Serve as primary point of contact for external auditors and support audit and regulatory examinations
Partner with finance leadership on budgeting, forecasting, and variance analysis
Provide guidance on complex accounting issues, including revenue recognition and carrier-related transactions
Lead, coach, and develop accounting managers and staff, fostering a culture of accountability and continuous improvement
Drive process improvements and system enhancements to improve efficiency and scalability
Collaborate with cross-functional teams including operations, underwriting, compliance, and IT

Position Specific Skills/Qualifications

Work Experience

8–12+ years of progressive accounting experience, preferably within insurance, wholesale insurance, MGA/MGU, brokerage, or financial services
Prior experience in a manager or senior manager role with people leadership responsibilities
Strong experience with insurance accounting, including commissions, premiums, direct bill and agency bill structures
Experience working with ERP systems and accounting platforms; insurance agency management system experience preferred

Professional Licensing / Certifications

CPA required or strongly preferred
CMA or other accounting certifications a plus

Essential Skills & Competencies

Deep knowledge of GAAP and financial reporting standards
Strong leadership and team development skills
Exceptional attention to detail and analytical capabilities
Ability to manage competing priorities and meet critical deadlines
Strong communication skills, including the ability to present financial information to senior leadership
High level of integrity, judgment, and discretion
Advanced proficiency in Excel and financial reporting tools
Comfortable operating in a remote, fast-paced environment

Education:

Bachelor's degree in Accounting, Finance, or related field required
Master's degree in Accounting, Finance, or Business Administration preferred

Physical Demands & Working Conditions

Physical Demands

Office work. Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.

Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Similar jobs

Work in company