Staff Accountant

Staff Accountant – Lockton

Lockton Affinity, located in Overland Park, Kansas is searching for a Staff Accountant to join our team. The Staff Accountant will support the accounting department with day‑to‑day financial operations, including preparing and maintaining financial records, performing general ledger accounting, assisting with month‑end and year‑end closings, reconciling accounts, and ensuring compliance with company policies and regulatory standards. The Staff Accountant works under the supervision of the Accounting Manager and may collaborate with other departments to ensure financial accuracy.

• Maintains quality and accuracy of all asset and liability account balances; reconciles accounts, researches entries when necessary, and makes needed corrections.
• Prepares and processes journal entries to record monthly activity.
• Reconciles and initiates payment of Marketing Fees to Corporate Sponsors and/or third parties.
• Reconciles and initiates payment of selected insurance company payables.
• Manages Treasury function and Automated Banking software, including maintaining bank accounts, transmitting payments and Positive Pay files, and posting activity to general ledger.
• Prepares month‑end bank reconciliations.
• Analyzes and prepares tax compliance work papers.
• Assists with preparing and administering the annual budget and audit.
• Prepares various reports and financial analyses, routinely and by request.
• Performs other responsibilities and duties as needed.

• Bachelor of Science degree in Accounting or related field, or equivalent experience.
• CPA preferred, but not required.
• Insurance industry experience preferred.
• Proficiency in Excel, Power BI and other Microsoft products.
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
• Ability to efficiently organize work and manage time to meet deadlines.
• Strong attention to detail, initiative, communication, and interpersonal skills.
• Ability to convey a professional and positive image and attitude, and demonstrate commitment to continued professional growth and development.

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