Overview

Assist with the accurate and timely reporting of Keenan’s consolidated financial statements, including acquisitions reporting under Keenan.

Keenan, an Accretive company, is an insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts. Keenan specializes in providing consulting services in the areas of: employee benefits, workers' compensation, loss control, financial, and property & liability.

What You'll Do

• Assist with the review and preparation of the monthly reporting packages prior to submission for Regional Controller’s review.
• Assist with the intake of the monthly upload and review of all acquired agency data for completeness and accuracy monthly for the income statement and balance sheet.
• Assist with monitoring and review of balance sheet reconciliations for Keenan and acquired agencies.
• Assist in the preparation and review of journal entries as needed related to adjustments and corrections.
• Help with the preparation of various monthly, quarterly, and annual reports for Parent Company.
• Assist with evaluation and recording of payroll entries, banking entries, reclass entries, and reconciliations as required for each agency.
• Assist with monthly variance explanations for all agencies, including Keenan, for submission to AssuredPartners Corporate.
• Help with the preparation of requested information / analyses for Upper Management on an as needed basis.
• Help with the preparation and review of monthly and YTD revenue comparison for Keenan and acquired agencies versus prior year and budget.
• Ability to multi-task. Adequate planning required to meet deadlines.
• Ability to coordinate with other colleagues to ensure monthly, quarterly reporting is completed within the required timeframe.
• Other duties as assigned.

What You'll Need

• Minimum of two (2) years of Accounting and/or Finance experience.
• Bachelor's Degree in Finance and Accounting is preferred.
• A CPA professional designation is a plus.
• Excellent written and verbal communication skills.
• Working knowledge of Microsoft Word and Excel is preferred, including knowledge of V-Lookup and Pivot Tables.
• Proficiency with MS PowerPoint and Outlook a plus. Experience with a G/L or Accounting package is also a plus.

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:

• Competitive base salary.
• Generous 30 Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.
• Company match 401(k) plan – 50% up to 6%!
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists.
• Pet benefits & discounts.
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout Keenan.

Compensation:

The target salary range for this position is $60,000.00 - $75,000.00 (US Dollar) annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location. Onsite work environment.

Grow, with us

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!