Regional Senior Accountant, West & South-Central Regions; Remote

Position: Regional Senior Accountant, West & South-Central Regions (Remote)
Location: Fort Washington

Regional Senior Accountant, West & South-Central Regions (Remote)
Regional Senior Accountant, West & South-Central Regions (Remote)

4 days ago Be among the first 25 applicants

About Patriot Growth Insurance Services:
Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2024 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 171 locations and across 48 states, Patriot’s collaborative model delivers resources and strategic support to its agencies.

Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Position Overview:
Our company seeks an experienced accounting professional from the insurance industry experienced in overseeing financial reporting, GAAP compliance and insurance industry regulations, and the ability to provide valuable insights that support strategic decision-making, to join us as a Regional Senior Accountant for our West & South-Central regional operations. This role will report to the Regional Controller and will assist agency partners of Patriot in delivering accurate, timely, and meaningful financial results, while also assisting in the development of our regional accounting team.

Work location and arrangement:
This position is a full-time, fully remote position.

Professional Responsibilities

• Prepare and review monthly, quarterly, and annual financial statements for designated agencies in compliance with GAAP
• Lead month-end and year-end close processes, including journal entries, reconciliations, and accruals
• Maintain and analyze general ledgers to ensure accurate financial reporting
• Partner with organizational leadership to prepare meaningful financial reports and variance analyses
• Ensure adherence to internal controls, accounting policies, and regulatory requirements
• Support annual audits and revenue recognition processes by preparing the required documentation
• Assist with the budgeting, forecasting, and process improvement initiatives
• Collaborate with Patriot agency contacts to resolve discrepancies and ensure efficient operations
• Oversee operational accounting areas including commissions, premium payables, and cash management
• Mentor and guide any assigned accounting staff to support their professional growth

Qualifications And Requirements

• Bachelor of Science degree in Accounting, Finance, or a Business-related field
• 3+ years of relevant accounting experience in the insurance industry
• Prior supervisory experience over other staff accountants
• CPA or progress toward the CPA certification is preferred
• Strong working knowledge of GAAP and insurance brokerage financial reporting
• Proficiency in financial statement preparation and analysis
• Prior work experience with Applied Epic or other insurance agency management systems (AMS)
• Proficient in use of Microsoft Office Suite tools
• Advanced Excel skills (pivot tables, large datasets) and comfort with high-volume data analysis
• Excellent interpersonal and communication skills (both oral and written)
• Exceptional organizational and analytical skills
• Proven ability to build strong working relationships across teams and lead with integrity

Why us: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners.

Employees are eligible for benefits coverage the first of the month following 30 days of employment. We…