Manager, Technical Accounting & External Reporting

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time KAP - 1215 Mechanicsburg, Mechanicsburg, PA, US

About Keystone

Keystone is one of the largest and fastest-growing insurance brokerages in the country — ranked #26 among U.S. retail brokers and #4 fastest-growing in the Top 50 by Business Insurance. Our platform spans 33+ states, 180+ agency partners, and more than $500 million in revenue — uniting some of the country's most respected independent agencies with the scale, tools, and resources of a national brokerage.

Through operational support in finance, HR, marketing, technology, producer development, and M&A, we empower agencies to grow while preserving what makes them who they are — their client relationships and their role in the communities they serve. Guided by our trademarked commitment, "Trust, our most important policy," Keystone is building the insurance solution every family and business can count on.

For more information, visit  .

Manager, Technical Accounting & External Reporting

Position Summary:

We are seeking a highly motivated Manager, Technical Accounting & External Reporting to lead our company's external financial reporting, technical accounting, and audit functions. This is a hands-on role ideal for a CPA with a strong public accounting foundation who enjoys solving complex accounting issues, owning financial reporting processes, and partnering across the business to drive excellence. This person will prepare financial statements, resolve and document GAAP questions, manage the external audit, and maintain the purchase-accounting and earnout fair-value models.

Primary Responsibilities:

• Prepare consolidated GAAP financial statements and related footnote disclosures.
• Manage annual audited financial statements and interim reporting requirements.
• Own reporting deliverables required by lenders, including covenant calculations, quarterly compliance certificates, and other credit facility reporting.
• Maintain reporting close calendars and ensure accurate, timely submissions to external stakeholders.

Serve as the Company's Technical Accounting Expert

• Lead accounting for revenue recognition (ASC 606) and deferred contract acquisition costs (ASC 340-40) across the company's commission-based revenue streams (agency bill, direct bill, and producer commissions), including related journal entries and reconciliations.
• Manage lease accounting under ASC 842, including new lease evaluations, modifications, right-of-use assets, and lease liabilities.
• Research complex accounting matters and prepare technical accounting memoranda supporting GAAP conclusions.
• Provide accounting guidance to business partners and finance teams across the organization.
• Perform purchase accounting for acquisitions under ASC 805, including purchase price allocations and opening balance sheet assessments.
• Oversee GAAP accounting for earnouts and contingent consideration arrangements, including periodic fair-value remeasurements.
• Develop and maintain financial models supporting valuation and contingent consideration accounting.
• Partner with valuation specialists, M&A teams, and finance leadership on acquisition-related accounting matters.

Manage the External Audit Process

• Serve as the primary liaison with the company's Big 4 external auditor.
• Coordinate audit timelines, PBC requests, and audit deliverables across the accounting organization.
• Resolve audit inquiries and support a smooth, efficient audit process.
• Coordinate audit deliverables across the Central Accounting functions (GL & Close, Revenue Accounting & Billing, AP) and hold owners accountable to audit…