Ansay & Associates, LLC
Description
Role, Function & Organization The Accounting Manager has the overall responsibility for Regional financial/accounting processes, and works together with the Agency Finance Manager and CFO for daily, monthly financials – reporting, auditing, payroll functions and overall Financial compliance. Additionally, The Accounting Manager work in collaboration with the Director of Human Resources and or Human Resources Business Partner for questions/administration of basic human resources functions for local staff. Values
– Respect, Integrity, Accountability, Passion, Positive “I Can Do” Mentality, Excellence / Professionalism. Compassionate and Loyal, Honest and Trustworthy, Responsible for Actions & Results, Unfailing Dedication & Pride In Work, Constant, Never-Ending Improvement, High Expectations & Pursuit of Opportunities to further our Capabilities Responsibilities
Establishing sound operating procedures (for cash receipts and payments, revenue recognition, payroll, month-end close, reporting, etc.) for the office in a documented format and standardizing the procedures when possible. Complying with the Ansay & Associates LLC Accounting Procedural Manual. Overseeing the responsibilities delegated/assigned to other members of the Accounting or Administrative Department (Reception/Accounting Assistant). Reconciling all cash, all accounts receivable, all insurance company payable related accounts, all revenue related accounts, all intercompany accounts an all producer payables on a monthly basis. Reconciling all other balance sheet/profit & loss accounts on a regular basis (monthly/quarterly) as deemed appropriate. Reporting on a timely and accurate basis. Strong usage of EPIC accounting areas and workflows Document procedures in regard to:
Month – end close procedures Monthly, quarterly, and annual reporting requirements, timing and responsibility
Standardize month-end journal entries (including calculation of various accruals). Understanding how each line of business operates with the goal of providing them with useful information, making them more efficient or saving/making the department money (“hidden green”). Responsible for bi-weekly payroll functions of designated offices within selected HRIS system (UKG). HR Responsibilities
Primary responsibility for questions/administration of basic human resources functions for local staff. Elevate to the Director of Human Resources or HR Business Partner if needed. Responsibility to stay informed, utilize/access to provided resources and information portal related to all Human Resources processes and procedures and the Ansay Employee Handbook. Understanding the benefits and payroll/payroll process to the extent that it impacts accounting (providing new hire information, benefits recording payroll, payroll accrual, PTO, bonus accruals, etc.). Audit Responsibilities
Responsible for overseeing the Accounting Manager(s) & Accounting Assistant(s) within the assigned office(s). Ensure team is timely, and demonstrates efficient processes on all financial and accounting tasks. Analyze inconsistencies and recommend solutions and/or process improvement areas to Agency Finance Manager and/or CFO – and then execute upon direction. Manage to best in class, on-time work product and submissions for all team members. M&A Responsibilities
Assist CFO with all due diligence and testing – Agency Bill Receivables, Premiums Due Customers and Credits Due Customers, Insurance Company Payables, Producer Payables, Revenue Assist newly partnered agency with “life after the deal” checklist and timeline Responsible for setting up all areas needed to transfer financial areas from purchased Agency to Ansay Qualifications and Requirements
Bachelor\'s Degree in Finance or Accounting CPA is preferred, but not required Three years or more of direct experience in Accounting Strong communication and presentation skills (verbal, written, face to face) Team‐oriented and collaborative personality in keeping with the corporate culture. An eager learner who listens well and embraces others’ viewpoints and perspectives. Hands‐on type comfortable “rolling up sleeves” to solve problems. Solutions‐oriented mind‐set; able to work effectively through complex problems. Collaborative; gets energy from working with a team. Results‐oriented with a healthy sense of urgency. High energy, action‐oriented self‐starter. Unquestioned ethics and integrity. Always doing the right thing. Make pragmatic and timely decisions; deal with tough issues fairly and with transparency; take intelligent and prudent risks. Emotionally intelligent and aware of relationship dynamics. Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit; talk or hear; and use hands to handle, or touch objects or controls. The employee is regularly required to stand and walk. On occasion the incumbent may be required to stoop, bend or reach above the shoulders. The employee must occasionally lift up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay: $65,000 - $75,000 per year Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Role, Function & Organization The Accounting Manager has the overall responsibility for Regional financial/accounting processes, and works together with the Agency Finance Manager and CFO for daily, monthly financials – reporting, auditing, payroll functions and overall Financial compliance. Additionally, The Accounting Manager work in collaboration with the Director of Human Resources and or Human Resources Business Partner for questions/administration of basic human resources functions for local staff. Values
– Respect, Integrity, Accountability, Passion, Positive “I Can Do” Mentality, Excellence / Professionalism. Compassionate and Loyal, Honest and Trustworthy, Responsible for Actions & Results, Unfailing Dedication & Pride In Work, Constant, Never-Ending Improvement, High Expectations & Pursuit of Opportunities to further our Capabilities Responsibilities
Establishing sound operating procedures (for cash receipts and payments, revenue recognition, payroll, month-end close, reporting, etc.) for the office in a documented format and standardizing the procedures when possible. Complying with the Ansay & Associates LLC Accounting Procedural Manual. Overseeing the responsibilities delegated/assigned to other members of the Accounting or Administrative Department (Reception/Accounting Assistant). Reconciling all cash, all accounts receivable, all insurance company payable related accounts, all revenue related accounts, all intercompany accounts an all producer payables on a monthly basis. Reconciling all other balance sheet/profit & loss accounts on a regular basis (monthly/quarterly) as deemed appropriate. Reporting on a timely and accurate basis. Strong usage of EPIC accounting areas and workflows Document procedures in regard to:
Month – end close procedures Monthly, quarterly, and annual reporting requirements, timing and responsibility
Standardize month-end journal entries (including calculation of various accruals). Understanding how each line of business operates with the goal of providing them with useful information, making them more efficient or saving/making the department money (“hidden green”). Responsible for bi-weekly payroll functions of designated offices within selected HRIS system (UKG). HR Responsibilities
Primary responsibility for questions/administration of basic human resources functions for local staff. Elevate to the Director of Human Resources or HR Business Partner if needed. Responsibility to stay informed, utilize/access to provided resources and information portal related to all Human Resources processes and procedures and the Ansay Employee Handbook. Understanding the benefits and payroll/payroll process to the extent that it impacts accounting (providing new hire information, benefits recording payroll, payroll accrual, PTO, bonus accruals, etc.). Audit Responsibilities
Responsible for overseeing the Accounting Manager(s) & Accounting Assistant(s) within the assigned office(s). Ensure team is timely, and demonstrates efficient processes on all financial and accounting tasks. Analyze inconsistencies and recommend solutions and/or process improvement areas to Agency Finance Manager and/or CFO – and then execute upon direction. Manage to best in class, on-time work product and submissions for all team members. M&A Responsibilities
Assist CFO with all due diligence and testing – Agency Bill Receivables, Premiums Due Customers and Credits Due Customers, Insurance Company Payables, Producer Payables, Revenue Assist newly partnered agency with “life after the deal” checklist and timeline Responsible for setting up all areas needed to transfer financial areas from purchased Agency to Ansay Qualifications and Requirements
Bachelor\'s Degree in Finance or Accounting CPA is preferred, but not required Three years or more of direct experience in Accounting Strong communication and presentation skills (verbal, written, face to face) Team‐oriented and collaborative personality in keeping with the corporate culture. An eager learner who listens well and embraces others’ viewpoints and perspectives. Hands‐on type comfortable “rolling up sleeves” to solve problems. Solutions‐oriented mind‐set; able to work effectively through complex problems. Collaborative; gets energy from working with a team. Results‐oriented with a healthy sense of urgency. High energy, action‐oriented self‐starter. Unquestioned ethics and integrity. Always doing the right thing. Make pragmatic and timely decisions; deal with tough issues fairly and with transparency; take intelligent and prudent risks. Emotionally intelligent and aware of relationship dynamics. Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit; talk or hear; and use hands to handle, or touch objects or controls. The employee is regularly required to stand and walk. On occasion the incumbent may be required to stoop, bend or reach above the shoulders. The employee must occasionally lift up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay: $65,000 - $75,000 per year Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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