Senior Accounting Analyst

Senior Accounting Analyst Position Summary

The Senior Accounting Analyst plays a critical role in supporting financial operations through a combination of accounting expertise, systems implementation leadership, and data analysis. This position will serve as a business-side lead in the implementation and optimization of the premium billing system and contribute significantly to the month-end close process. The ideal candidate brings a strong foundation in accounting and finance, paired with a high level of data literacy and system fluency to drive insights and process improvement.

• Act as the accounting team's primary business liaison for the implementation and integration of the premium billing system.
• Translate accounting and operational needs into system requirements, partnering with IT and vendors to ensure alignment.
• Lead user acceptance testing (UAT), develop training documentation, and ensure smooth transition to production.
• Monitor system performance post-launch, providing analysis and recommendations for ongoing enhancements.

• Participate in and help coordinate the monthly and quarterly close processes.
• Prepare and review journal entries and account reconciliations related to premium billing, accounts receivable, and unearned premium reserves.
• Analyze fluctuations and trends in revenue and receivables to support accurate reporting and management insights.
• Participate in the preparation of the annual operating plan (AOP)

• Extract, clean, and analyze financial and operational data to identify trends, exceptions, and opportunities for process improvements.
• Build dashboards and ad hoc reports to support the accounting team and cross-functional stakeholders.
• Assist in forecasting and modeling related to premium revenue and receivables, leveraging large datasets from the billing and accounting systems.
• Compliance reporting.

• Identify and implement process enhancements that improve accuracy, efficiency, and compliance within accounting workflows.
• Maintain documentation of key procedures and support internal and external audit requirements.
• Contribute to ongoing internal control evaluations and enhancements, particularly as systems evolve.

• Bachelor's degree in Accounting, Finance, or related field
• 4+ years of experience in accounting, finance, or financial systems analysis
• Proficiency with ERP and billing systems (e.g., Intacct, Duck Creek, or insurance-related systems)
• Advanced Excel skills and experience working with large datasets
• Familiarity with data extraction, manipulation, and evaluation tools (e.g., SQL, Power Query)

• CPA or progress toward certification
• Experience in the insurance industry or with premium billing operations
• Prior involvement in system implementation or finance transformation initiatives
• Six sigma or process improvement experience

• Strong analytical and critical thinking skills
• High attention to detail with a commitment to data integrity
• Ability to communicate effectively with technical and non-technical stakeholders
• Proactive, self-directed, and comfortable managing multiple priorities
• Strong teamwork and cross-functional collaboration skills

• 401(k) retirement plan with company matching
• Employee retirement pension plan
• Dental insurance
• Health insurance
• Disability insurance
• Employee assistance program
• Funded Health Savings Account
• Life insurance
• Paid time off (PTO)
• Tuition reimbursement

• In office
• Day shift
• Monday to Friday