Position Summary
The
Senior Financial Analyst is responsible for overseeing core accounting functions within a wholesale insurance organization, ensuring accurate financial reporting, strong internal controls, and compliance with applicable accounting standards and regulatory requirements. This role provides strategic and operational leadership across accounting operations, including close, reconciliations, commission accounting, and audit support.
The Senior Accounting Manager partners closely with leadership, finance, operations, and external auditors to ensure financial integrity while supporting the company’s growth and scalability.
Primary Responsibilities
- Lead and oversee day-to-day accounting operations, including general ledger, month-end and year-end close, reconciliations, and financial reporting
- Ensure accuracy and completeness of financial statements in accordance with GAAP and internal policies
- Oversee commission accounting, direct bill and agency bill processes, and premium-related accounting activities
- Manage and strengthen internal controls to mitigate financial and operational risk
- Serve as primary point of contact for external auditors and support audit and regulatory examinations
- Partner with finance leadership on budgeting, forecasting, and variance analysis
- Provide guidance on complex accounting issues, including revenue recognition and carrier-related transactions
- Lead, coach, and develop accounting managers and staff, fostering a culture of accountability and continuous improvement
- Drive process improvements and system enhancements to improve efficiency and scalability
- Collaborate with cross-functional teams including operations, underwriting, compliance, and IT
Position Specific Skills/Qualifications
Work Experience
- 8–12+ years of progressive accounting experience, preferably within insurance, wholesale insurance, MGA/MGU, brokerage, or financial services
- Prior experience in a manager or senior manager role with people leadership responsibilities
- Strong experience with insurance accounting, including commissions, premiums, direct bill and agency bill structures
- Experience working with ERP systems and accounting platforms; insurance agency management system experience preferred
Professional Licensing / Certifications
- CPA required or strongly preferred
- CMA or other accounting certifications a plus
Essential Skills & Competencies
- Deep knowledge of GAAP and financial reporting standards
- Strong leadership and team development skills
- Exceptional attention to detail and analytical capabilities
- Ability to manage competing priorities and meet critical deadlines
- Strong communication skills, including the ability to present financial information to senior leadership
- High level of integrity, judgment, and discretion
- Advanced proficiency in Excel and financial reporting tools
- Comfortable operating in a remote, fast-paced environment
Education:
- Bachelor’s degree in Accounting, Finance, or related field required
- Master’s degree in Accounting, Finance, or Business Administration preferred
Physical Demands & Working Conditions
Physical Demands
Office work. Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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