Senior Accounting Analyst
Position Summary
The Senior Accounting Analyst plays a critical role in supporting financial operations through a combination of accounting expertise, systems implementation leadership, and data analysis. This position will serve as a business-side lead in the implementation and optimization of the premium billing system and contribute significantly to the month-end close process. The ideal candidate brings a strong foundation in accounting and finance, paired with a high level of data literacy and system fluency to drive insights and process improvement.
Key Responsibilities
Premium Billing System Implementation
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Act as the accounting team's primary business liaison for the implementation and integration of the premium billing system.
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Translate accounting and operational needs into system requirements, partnering with IT and vendors to ensure alignment.
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Lead user acceptance testing (UAT), develop training documentation, and ensure smooth transition to production.
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Monitor system performance post-launch, providing analysis and recommendations for ongoing enhancements.
Month-End Close & Financial Reporting
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Participate in and help coordinate the monthly and quarterly close processes.
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Prepare and review journal entries and account reconciliations related to premium billing, accounts receivable, and unearned premium reserves.
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Analyze fluctuations and trends in revenue and receivables to support accurate reporting and management insights.
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Participate in the preparation of the annual operating plan (AOP)
Data Analysis & Reporting
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Extract, clean, and analyze financial and operational data to identify trends, exceptions, and opportunities for process improvements.
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Build dashboards and ad hoc reports to support the accounting team and cross-functional stakeholders.
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Assist in forecasting and modeling related to premium revenue and receivables, leveraging large datasets from the billing and accounting systems.
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Compliance reporting.
Process Improvement & Internal Controls
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Identify and implement process enhancements that improve accuracy, efficiency, and compliance within accounting workflows.
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Maintain documentation of key procedures and support internal and external audit requirements.
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Contribute to ongoing internal control evaluations and enhancements, particularly as systems evolve.
Qualifications
Required
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Bachelor’s degree in Accounting, Finance, or related field
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4+ ears of experience in accounting, finance, or financial systems analysis
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Proficiency with ERP and billing systems (e.g., Intacct, Duck Creek, or insurance-related systems)
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Advanced Excel skills and experience working with large datasets
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Familiarity with data extraction, manipulation, and evaluation tools (e.g., SQL, Power Query)
Preferred
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CPA or progress toward certification
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Experience in the insurance industry or with premium billing operations
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Prior involvement in system implementation or finance transformation initiatives
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Six sigma or process improvement experience
Key Competencies:
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Strong analytical and critical thinking skills
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High attention to detail with a commitment to data integrity
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Ability to communicate effectively with technical and non-technical stakeholders
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Proactive, self-directed, and comfortable managing multiple priorities
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Strong teamwork and cross-functional collaboration skills
Benefits offered
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401(k) retirement plan with company matching
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Employee retirement pension plan
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Dental insurance
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Health insurance
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Disability insurance
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Employee assistance program
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Funded Health Savings Account
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Life insurance
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Paid time off (PTO)
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Tuition reimbursement
Schedule
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In office
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Day shift
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Monday to Friday
