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Primary Recruiting Services

Primary Recruiting Services is hiring: Senior Accountant in Lake Mary

Primary Recruiting Services, Lake Mary, FL, US, 32795

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Senior Accountant
Location: Lake Mary, FL (Hybrid, in office 3 days/week)

What Our Client is Looking For:

Our client is seeking a highly skilled Senior Accountant to take ownership of complex general ledger activities and deliver accurate, timely financial reporting for designated business units. This role requires a detail-oriented and analytical professional with a strong accounting foundation, excellent communication skills, and the ability to manage multiple priorities in a fast-paced environment.

What You'll Be Doing:

  • Prepare and record asset, liability, revenue, and expense entries by analyzing account data.
  • Reconcile monthly bank accounts and balance sheets across assigned business units.
  • Analyze revenue, commissions, and expenses to ensure accurate monthly reporting.
  • Maintain and reconcile the general ledger and trial balances.
  • Support month-end close activities, including journal entries and variance analysis.
  • Assist with internal and external financial reporting, including audit schedules and ad hoc requests.
  • Coordinate complex accounting projects with internal departments.
  • Develop and document internal processes and accounting policies to support compliance and strengthen internal controls.
  • Post payments, process refunds, and reconcile customer and carrier accounts.
  • Communicate with internal teams and external carriers to resolve discrepancies and manage collections.
  • Oversee direct bill commission posting and resolve balancing issues.
  • Perform additional tasks and special projects as assigned.
What Success Looks Like in This Role:
  • 5+ years of progressive experience in accounting or finance.
  • Bachelor's degree in Accounting, Finance, Economics, Business, or a related field preferred.
  • Prior experience in the insurance or agency industry is a plus.
  • Proficiency in Microsoft Office, especially Excel; advanced knowledge of accounting software.
  • Strong understanding of accounting principles and financial statement preparation.
  • Excellent problem-solving and communication skills.
  • Able to manage competing priorities with a high level of accuracy and professionalism.
  • High level of integrity and commitment to confidentiality.
  • Collaborative team player who also thrives working independently.