Job Details

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.

• 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.