Oswald Companies
Accounting Manager Job at Oswald Companies in Cleveland
Oswald Companies, Cleveland, OH, US, 44101
Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?
Oswald Companies seeks goal-driven professionals ready to take their career to the next level.
Job Summary
As the Accounting Manager, you will lead daily accounting operations focused on premium accounting, commission reconciliation, and carrier payables. You'll ensure trust account compliance and support strategic initiatives aligned with regulatory and industry standards. This role is essential to maintaining financial integrity and operational efficiency, while also contributing to the annual audit process and special projects.
A Day in The Life
Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.
We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.
Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.
Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years.
What you'll get...
At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals.
At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.
At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.
At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.
To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.
Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.
Oswald Companies seeks goal-driven professionals ready to take their career to the next level.
Job Summary
As the Accounting Manager, you will lead daily accounting operations focused on premium accounting, commission reconciliation, and carrier payables. You'll ensure trust account compliance and support strategic initiatives aligned with regulatory and industry standards. This role is essential to maintaining financial integrity and operational efficiency, while also contributing to the annual audit process and special projects.
A Day in The Life
- Oversee daily accounting operations, including client invoicing, premium remittance, carrier payables, and general ledger activities.
- Monitor and adjust team workflows to meet deadlines and ensure accuracy.
- Review account reconciliations, production system reports, carrier and return premium payments, and commission tracking.
- Ensure compliance with insurance trust accounting regulations and maintain segregation of client funds.
- Provide technical support and problem-solving assistance to team members.
- Coordinate with producers and account managers to resolve billing and collections discrepancies.
- Manage accounting for contingent commissions, overrides, and profit-sharing agreements.
- Monitor KPIs related to receivable aging, premium payment timeliness, billing accuracy, and commission reporting.
- Deliver timely and constructive feedback to direct reports to enhance procedures and performance.
- Collaborate with internal teams to establish best practices and improve operational efficiencies.
- Identify financial risks and recommend solutions; escalate issues as needed.
- Establish controls for financial systems and interface with IT to ensure system effectiveness.
- Assist with the coordination of the external annual audit process and prepare audit materials.
- Create financial schedules and journal entries for complex accounting scenarios.
- Support the preparation of annual financial forecasts and budgets.
- Prepare various financial statements and detailed reports as requested.
- Support due diligence and integration efforts for M&A activities.
- Bachelor's degree in accounting from a four-year college or university.
- 5 to 10 years of related accounting experience, preferably in the insurance brokerage industry.
- Previous experience in general accounting and managing accounting teams.
- Strong knowledge of insurance brokerage operations, including premium billing, carrier reconciliation, and commission structures.
- Familiarity with industry-specific systems such as Applied Epic, Vertafore, or Sagitta
- Strong organizational skills with the ability to multitask and manage time-sensitive deadlines.
- Excellent written and verbal communication skills.
- Resourceful and capable of working independently and collaboratively.
- Effective reasoning and decision-making abilities.
- Detail-oriented with a high level of accuracy.
- Innovative, adaptable, and results-driven.
- Team player with a customer-focused mindset.
- Resilient and inclusive with a commitment to continuous improvement.
Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.
We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.
Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.
Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years.
What you'll get...
At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals.
At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.
At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.
At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.
- In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.
- Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
- Paid time off annually and a sabbatical at every 10-year service anniversary.
- Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
- Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
- Access to specialized leadership development programming designed to take your career to the next level.
- And so much more!
To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.
Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.