Jobot
Job Description
Job Description
Leading financial services company in Woodland Hills, CA needs a Sr. Accountant to manage premiums, claims, product accounting, and month-end close. 5+ years accounting experience required. Experience in financial services and with MS Dynamics 365 desired.
This Jobot Job is hosted by: Ray Madden
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $90,000 - $110,000 per year
We’re a forward-thinking financial services firm specializing in innovative insurance products. Our team thrives on accuracy, collaboration, and creative problem-solving to deliver solutions that make an impact.
Be part of a specialized team focused on innovative insurance products
Opportunity to work with complex, high-volume financial data
Hybrid work environment offering balance and flexibility
Collaborative culture that values accuracy, initiative, and innovation
We are a leading financial services company specializing in specialty insurance products. We are seeking a Senior Accountant to join our team to manage day-to-day accounting and reporting related to our insurance offerings. This is a key role supporting the accuracy of premiums, claims, and product liabilities, reporting to the Accounting Manager with no direct reports.
Responsibilities:
Oversee operational and accounting aspects of specialty insurance products, including:
Understanding agreements with third-party providers
Weekly/monthly reporting of product activity to third-party partners
Timely funding of premiums and reconciliation of payments
Adjusting premium payments for refunded or compensated claims
Prepare and post monthly journal entries related to:
Premium payments and associated adjustments
Cash claims and product vouchers
Product costs and expense reconciliations
Other daily accounting activities (cash, prepaids, accruals, etc.)
Support month-end close and preparation of financial documentation
Analyze large data sets to ensure accuracy and compliance
Qualifications:
Bachelor’s degree in Accounting, Finance, or related field
5+ years of accounting experience, ideally in financial services, insurance, or specialty product accounting
Strong Excel skills (PivotTables, VLOOKUP, IF/SUM formulas)
Ability to work independently and exercise judgment in problem-solving
Detail-oriented, organized, and able to meet deadlines
Strong analytical and communication skills
Experience with Microsoft Dynamics 365 is a plus
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Company DescriptionThis Jobot Job is hosted by: Ray Madden
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $90,000 - $110,000 per year
A bit about us:
We’re a forward-thinking financial services firm specializing in innovative insurance products. Our team thrives on accuracy, collaboration, and creative problem-solving to deliver solutions that make an impact.
Why join us?
Be part of a specialized team focused on innovative insurance products
Opportunity to work with complex, high-volume financial data
Hybrid work environment offering balance and flexibility
Collaborative culture that values accuracy, initiative, and innovation
Job Details
We are a leading financial services company specializing in specialty insurance products. We are seeking a Senior Accountant to join our team to manage day-to-day accounting and reporting related to our insurance offerings. This is a key role supporting the accuracy of premiums, claims, and product liabilities, reporting to the Accounting Manager with no direct reports.
Responsibilities:
Oversee operational and accounting aspects of specialty insurance products, including:
Understanding agreements with third-party providers
Weekly/monthly reporting of product activity to third-party partners
Timely funding of premiums and reconciliation of payments
Adjusting premium payments for refunded or compensated claims
Prepare and post monthly journal entries related to:
Premium payments and associated adjustments
Cash claims and product vouchers
Product costs and expense reconciliations
Other daily accounting activities (cash, prepaids, accruals, etc.)
Support month-end close and preparation of financial documentation
Analyze large data sets to ensure accuracy and compliance
Qualifications:
Bachelor’s degree in Accounting, Finance, or related field
5+ years of accounting experience, ideally in financial services, insurance, or specialty product accounting
Strong Excel skills (PivotTables, VLOOKUP, IF/SUM formulas)
Ability to work independently and exercise judgment in problem-solving
Detail-oriented, organized, and able to meet deadlines
Strong analytical and communication skills
Experience with Microsoft Dynamics 365 is a plus
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
Ready to find a good job? Create your profile today at Jobot.com.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
Ready to find a good job? Create your profile today at Jobot.com.