What are the responsibilities and job description for the Senior Accountant position at Exact Medicare?
About Exact Medicare
Company Overview
Exact Medicare was founded with a clear vision: to simplify the complex world of Medicare for retirees and provide them with the confidence they need to make informed healthcare decisions. What started as a humble operation with a deep understanding of the challenges retirees face—endless mail, confusing options, and relentless calls—has since grown into something truly special. Today, we’re proud to be recognized as the fastest growing Medicare brokerage firm in America. We’ve expanded nationwide, bringing together some of the most trusted agencies in the country. Hundreds of independent licensed sales agents have joined our ranks, and we’ve attracted world-class talent to our corporate team. As we’ve come together and joined forces on this amazing journey, we’re all empowered by our core values, which drive everything we do.
Our Core Values
The Senior Accountant is a key member of our finance team, responsible for ensuring accurate financial records, timely reporting, and compliance with accounting standards. This role bridges daily accounting operations and strategic financial planning, providing leadership with reliable information to guide decisions. You’ll work closely with team members across departments, support audits and budgets, and help improve processes that strengthen our financial operations.
Job Duties
Company Overview
Exact Medicare was founded with a clear vision: to simplify the complex world of Medicare for retirees and provide them with the confidence they need to make informed healthcare decisions. What started as a humble operation with a deep understanding of the challenges retirees face—endless mail, confusing options, and relentless calls—has since grown into something truly special. Today, we’re proud to be recognized as the fastest growing Medicare brokerage firm in America. We’ve expanded nationwide, bringing together some of the most trusted agencies in the country. Hundreds of independent licensed sales agents have joined our ranks, and we’ve attracted world-class talent to our corporate team. As we’ve come together and joined forces on this amazing journey, we’re all empowered by our core values, which drive everything we do.
Our Core Values
- Above Reproach: We uphold the highest standards of integrity in everything we do, ensuring that our clients can always trust us to act in their interests.
- Extreme Ownership: We take full responsibility for the quality of our service and the satisfaction of our clients. When challenges arise, we own them and work tirelessly to fix them.
- Culture of Candor: We believe in honest, transparent communication, both with our clients and within our team. We foster an environment where feedback is welcomed and acted upon, leading to continuous improvement.
- Atomic Growth: We are committed to personal and professional growth, embracing every opportunity to learn and evolve so we can better serve our clients.
The Senior Accountant is a key member of our finance team, responsible for ensuring accurate financial records, timely reporting, and compliance with accounting standards. This role bridges daily accounting operations and strategic financial planning, providing leadership with reliable information to guide decisions. You’ll work closely with team members across departments, support audits and budgets, and help improve processes that strengthen our financial operations.
Job Duties
- Analyze transactions and allocate expenditures
- Managing the general ledger and performing account reconciliations.
- Assisting with budget preparation and forecasting
- Preparing and analyzing financial statements
- Assisting with accuracy and compliance with accounting principles
- Developing and documenting accounting policies and procedures
- Assisting with internal and external audits
- Bachelor’s degree in accounting (or completion expected withing 12 months)
- 3-5 years of progressive accounting experience
- Master’s degree in accounting (MAcc) (Preferred)
- Strong knowledge of U.S. GAAP
- Proficiency in QuickBooks and Microsoft Excel
- Ability to analyze financial data and prepare accurate reports
- Excellent attention to detail and organization skills
- Ability to work independently and meet deadlines in a fast-paced environment