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Accounting and Finance Coordinator
Job in
Marblehead, Essex County, Massachusetts, 01945, USA
Listed on 2026-06-05
Listing for:
Duffy Insurance Agency, Inc.
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst
Job Description & How to Apply Below
About the job:
Hours:
30-40 hours/week Position Summary
The Accounting Manager is responsible for maintaining the financial organization and reporting structure of the company. This role owns reconciliations, financial reporting, loan and intercompany tracking, budgeting support, and leadership dashboards to ensure executives have timely and accurate financial visibility.
This role serves as the central coordinator for financial data integrity and works closely with leadership, lenders, and tax professionals.
The Accounting Manager supports strategic decision-making by transforming financial activity into organized reporting and actionable insights.
Core Responsibilities- Prepare monthly, quarterly, and annual financial reporting packages
- Develop and maintain KPI dashboards for executive leadership
- Perform variance analysis and identify financial trends
- Support reporting for lenders and strategic initiatives
- Assist with annual budgeting and forecasting
- Lead quarterly budget reforecasting based on actuals and new variables
- Reconcile all company bank accounts monthly
- Review and reconcile Balance Sheets and Profit & Loss statements
- Assist with intercompany reconciliations and internal transfers
- Identify and resolve discrepancies across entities
- Maintain financial integrity across systems
- Own and maintain loan schedules
- Track loan balances and repayment activity
- Develop and monitor payback strategies with CEO
- Reconcile internal lending activity
- Prepare financial schedules and support documentation for CPA
- Coordinate year-end reporting requirements
- Assist with W-2 and 1099 preparation and reconciliation
- Ensure supporting documentation is organized and complete
- Provide financial reporting and analysis to CEO and executive team
- Assist with special projects and strategic initiatives
- Support acquisition analysis and financial integration efforts as needed
- Strong Excel and financial reporting skills
- Detail-oriented and highly organized
- Ability to identify discrepancies and solve problems
- Comfortable working across multiple systems
- Strong communication and follow-through
- Experience with Quick Books, AMS
360, and financial reporting tools preferred
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