Senior Accounting Manager

TRANZACT is a leading direct-to-consumer insurance services business, specializing in the distribution of Medicare Advantage, Medicare Supplement and Life & Supplemental insurance policies. Our focus is on leveraging our highly skilled team of over 3,000 professionals to deliver innovative solutions for our insurance carrier partners and provide consumers with a best-in-class experience.

We work with some of America’s largest insurance brands to attract, educate and connect with consumers. Our diverse team of analysts, writers, engineers, designers, business leads, data scientists and sales professionals all work together to create thoughtful, data-driven and effective marketing, technology, sales and servicing strategies. These efforts have resulted in TRANZACT earning recognition and winning awards from some of the biggest names in the industry.

When you become part of TRANZACT, you join a team of passionate people who push for excellence, follow through on commitments, and love to succeed together. Our culture rests on a simple principle – “Be Real” – that means being genuine, keeping your word, and having the courage to make tough decisions. Our “Be Real” values resonate and are meaningful to us.

We are entrepreneurial, fast paced and empower our people. We know how to make things happen and know that our people are always the source of our success.

As a Senior Accounting Manager you will be responsible for supervising day-to-day financial activities and managing accurate financial reporting while ensuring adherence to accounting policies and internal controls. You must be able to work in a fast-paced environment, be detail-oriented, have the ability to analyze financial data and provide guidance based on sound financial analysis. You will interface with cross functional teams including corporate leadership, operations and other stakeholders.

The Senior Accounting Manager reports to the Controller and will oversee the work of the company’s staff accountants. This is a hybrid position, with two days per week in the office.

The specific responsibilities of the Senior Accounting Manager include:

• Oversee general ledger accounting activities, ensuring financial accuracy, completeness and compliance with US GAAP, internal company policies and statutory reporting requirements.
• Oversee and review day-to-day activities and staff in assigned accounting areas, including journal entry approval and review and certification of monthly balance sheet account reconciliations.
• Educate and mentor regarding company policies and procedures as well as assist staff with resolving accounting questions.
• Apply Sarbanes-Oxley (SOX) requirements to develop and maintain accurate documentation and controls and ensure company compliance.
• Develop and maintain accounting process narratives for key accounting workflows.
• Develop and maintain documentation related to internal controls and ensure compliance.
• Assist with monthly, quarterly and annual financial closes and preparation of financial statements with accuracy and timeliness.
• Provide insightful commentary on financial results, trends and variances to accounting leadership.
• Continuously evaluate the company’s financial processes, policies and procedures to implement best practices with a focus of continuous improvement and efficiency.
• Coordinate external audit requests and assist with annual audit completion.
• Assist with budgeting, forecasting and monthly cash flow projections.
• Maintain accurate and up to date financial records.
• Ensure timely and accurate preparation and filing of required tax and compliance filings, including federal, state, and local obligations.
• Serve as the primary point of contact with external tax advisors, managing information requests, reviewing deliverables, and coordinating across internal teams to support tax planning and compliance activities.
• Communicate effectively with accounting team, Business and other stakeholders to resolve accounting issues.
• Demonstrate exceptional leadership by fostering a collaborative, high-performance team culture, setting clear expectations, and driving accountability across the accounting function.

What you need to be…