Accountant Sr.

M Financial Group

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals’ expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years.  M’s solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role.  M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you’re looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Senior Accountant to join our team.

Responsibilities

• Lead and perform monthly and quarterly close activities, including preparing journal entries, reconciling general ledger accounts, and analyzing financial data
• Contribute to budgeting and forecasting activities, including variance analysis and budget-to-actual reporting
• Prepare audit-ready workpapers and supporting documentation; serve as a key contact for external auditors during interim and year-end audits
• Collaborate with Internal Audit and Accounting teams to document and test internal controls
• Assist in the preparation of financial presentations and reporting packages for senior management and Board-level meetings
• Identify and implement process improvements and automation opportunities, working with teammates and cross-functional partners
• Provide responsive, professional service to internal stakeholders and external partners
• Contribute to Accounting Team initiatives
• Perform other duties and special projects as assigned
  
  

Qualifications:             

• Bachelor’s or Master’s degree in Accounting required
• CPA or CPA-eligible preferred
• Minimum 4 years of progressive accounting experience, preferably in life insurance
• NetSuite or other ERP systems strongly preferred
• Advanced proficiency in Microsoft Excel; experience with data visualization or analytics tools a plus
• Strong organizational skills with a demonstrated ability to prioritize multiple projects and meet deadlines
• Excellent written and verbal communication skills, including the ability to present financial data clearly
• Collaborative team player who is proactive, detail-oriented, and solution-focused
• Demonstrated ability to drive process improvements and work independently with minimal supervision
  
  

Job Conditions & Environment:  

• This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to work one day per week remotely
• Normal office environment/desk assignment
• Extensive use of PC’s, computer terminal, display, keyboard, and mouse
• Extensive hands-on work with documents, spreadsheets, and other written documents
• No anticipated travel required
  
  

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary.

M Financial is proud to be an equal opportunity workplace.