Job Title: Accounting Manager

Our client is seeking an Accounting Manager to join their growing team. The Accounting Manager will own monthly close, consolidations, and the Applied Epic to NetSuite reporting process for a holding company and its wholly-owned agency subsidiaries. This person will coordinate the accounting onboarding of newly acquired agencies, standardize policies, mentor agency accounting personnel, and manage consultants that support the acquisition and reporting process. Initially an individual contributor role (with supervision of consultant resources) with near-term scope to supervise staff as the company scales.

 

Responsibilities:

• Own monthly close in NetSuite, standardize and import information provided from agencies – primarily in Applied Epic agency management system.
• Standardize and streamline Epic to NetSuite import process (summary revenue, commission expense, agency-bill, direct-bill) and validation.
• Maintain and improve accounting policies and procedures for a multi-entity environment (acquisitions, reporting cadence, processes for reconciling and paying commissions, etc.) with support as needed from technical accounting consulting relationships in-place.
• Coordinate external service provider partners and keep deliverables on calendar.
• Partner with agency leadership and accounting staff; provide on-time subsidiary P&Ls and other financial KPI reporting; triage and resolve operational accounting questions.
• Prepare monthly reporting packs for lenders and the Board, ad hoc analysis for agency operations and management decision-making.

 

Qualifications (Must-Haves):

• 5+ years of progressive accounting experience in multi-entity or multi-location services; prior Accounting Manager/Supervisor/Team Lead or equivalent ownership of close.
• Strong NetSuite experience required, and hands-on experience with Applied Epic or another Agency Management System and experience bridging the AMS revenue information with NetSuite strongly preferred.
• Full GL ownership and financial reporting responsibility in a prior role; mastery of reconciliations and consolidations.
• Advanced Excel required; exposure to financial reporting tools and expense management tools preferred.
• Demonstrated ability to manage multiple priorities in a deadline-driven environment; excellent written and verbal communication.

 

Preferred:

• CPA (or CPA-eligible).
• Insurance brokerage/agency accounting experience (producer commissions, carrier payables, agency-bill vs direct-bill).
• Exposure to ASC 805 (business combinations) and partnership tax treatment a plus.
• Process improvement mindset; experience building SOPs and training materials for non-accountants.

 

Compensation Package:

• Salary range: $115K - $130K, plus bonus and employee equity plan
• Great health benefits, 401k with company match, flexible PTO
• Opportunities for career growth and professional development.
• A supportive and innovative team environment.

 

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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