Accounting Specialist

What You Can Expect In This Role

The Accounting Specialist ensures the accuracy and integrity of financial records through reconciliations, journal entries and strict compliance with internal controls. By leveraging advanced tools and automation, this role safeguards audit readiness, supports reliable Generally Accepted Accounting Principles (GAAP) and statutory reporting, and provides timely financial information that enables sound enterprise decision-making.

What You'll Do In This Role

• Safeguard the integrity of financial reporting by reconciling multiple bank accounts, monitoring transactions across internal and external source systems, and resolving exceptions or edit check variances across multiple accounts and companies, ensuring sensitive financial data is protected and reliable.
• Support the accuracy of balance sheet and income statement reporting by reconciling key accounts (e.g., deferred compensation, retained assets, outstanding checks), ensuring liabilities are properly monitored and financial statements remain reliable.
• Prepare and post journal entries to ensure financial reporting accuracy and compliance with GAAP and statutory accounting principles.
• Prepare and provide reconciliations and documentation for key controls utilized by internal and external auditors and state examiners. Ensure compliance with Model Audit Rule (MAR), supporting audit readiness and protecting the company from regulatory findings.
• Leverage automation and analytics tools to manage high-volume data, efficiently reduce errors and position the company for future technology transformation.
• Clear suspense accounts daily to ensure timely recognition of income and expenses.
• Respond to audit and regulatory inquiries with complete, accurate evidence of controls to streamline reviews and maintain compliance, serving as a trusted resource for auditors and regulators.
• Serve as a first line of defense against financial misstatements by proactively identifying risks in accounting processes and ensuring continuous audit readiness.
• Identify and implement improvements to processes, controls and automation that enhance efficiency and compliance.
• Contribute to enterprise projects related to mergers, acquisitions, system updates and process transformations that impact the general ledger.
• Document and maintain procedures for unique processes to ensure continuity, knowledge transfer and organizational resiliency.
• Build trust as a financial advisor by providing timely, professional service, collaborating across departments and resolving accounting questions with professionalism.
• Participate in continuous learning opportunities to adapt to new accounting technologies, system upgrades and evolving best practices.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Other duties as assigned.
  
  

What We're Looking For

• Associate's Degree Preferred
• Minimum 3 years' business experience, preferably in financial services Preferred
• Proven ability to work with large data sets and accounting systems; proficiency in Microsoft Excel with experience or ability to quickly learn automation/analytics tools
• Demonstrated ability to reconcile accounts, research discrepancies and analyze data to ensure accuracy and compliance with GAAP and internal controls
• Strong ability to identify issues, apply judgment in resolving variances and know when to escalate
• Proven ability to work effectively within a collaborative team environment and across departments, building relationships and communicating clearly with diverse stakeholders
• Highly detail-oriented with excellent organizational and time management skills; ability to manage competing priorities and meet deadlines
• Demonstrates integrity, accountability, and a positive, solutions-oriented mindset in all interactions.
• Proven ability to apply new knowledge to improve processes and outcomes
• Strong mathematical aptitude with the desire to understand insurance administration systems
  
  

Other Requirements

• Criminal background check required.
  
  

Salary Range Information

USD $35,085.00 - USD $65,785.00 /Yr. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.

What you can expect when you join Sammons Financial Group

• Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
• Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
• Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
• Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
• Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
• Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
• An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success.
  
  

Work Authorization/Sponsorship

At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

Additional Information

Sammons Financial Group Is An Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law.

ADA

Sammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact HR@sfgmembers.com or call 800-728-2987.

E-Verify

Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

Policy for External Search Firms and Agencies

Sammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information here.