Associate, Accountant

SUMMARY:

Individual will prepare and analyze annual budget, forecast and projection data; provide management with financial information needed to analyze and make decisions; and perform day-to-day maintenance of the general ledger and financial reporting software system.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Assist in the development of annual budget and periodic forecasts
• Create and distribute budget comparisons and actual vs. budget reports, profit analysis and other financial reports
• Create and distribute ad hoc reports as necessary
• Examine, analyze and interpret accounting records for the purpose of giving advice or preparing statements
• Reconcile and balance accounts and reports; ensure financial data ties out
• Analyze financial data, complete reports and prepare recommendations for management
• Update and revise management reporting system for changes in operating procedures or by introduction of new products
• Assist in monthly/quarterly/annual statutory reporting requirements
• Any other financial reporting tasks as assigned

EDUCATION: 

• Bachelors' Degree with a major in accounting or relevant work experience

EXPERIENCE:

• 2 years of related financial accounting and general ledger experience.  If deficient in educational requirement, at least 4 years related accounting experience required 

SKILLS AND KNOWLEDGE:

• Must be proficient in Microsoft Word, Excel and PowerPoint required
• Must be extremely detail oriented
• Ability to critically think 
• Ability to foresee financial discrepancies and bring to resolution
• Understanding of statutory accounting insurance companies preferred 
• Microsoft Teams experience a plus
• Prophix/Prophix Cloud experience a plus
• Knowledge of Crystal Reports or other report-writing software a plus

COMPETENCIES:

Drive - Displays motivation, is proactive and resourceful in daily work. Persists to complete responsibilities, even in the face of difficulties, is optimistic and tenacious throughout.

Collaboration - Able to actively listen to others and build relationships and trust, effectively handle conflict and interact with tact and respect. Articulates ideas and concerns so others are able to understand and is sensitive to others and is able to adapt to different types of individuals.

Able to cooperate and collaborate with colleagues to achieve shared goals and encourages others and seeks out opportunities to collaborate across the business.

Adaptable - Willingly adapts to constantly changing circumstances while maintaining perspective. Engaging in continuous learning, adjusting the application of knowledge, skills and abilities while addressing new challenges. Accepts constructive feedback.

Responsible - Follows through on commitments; clearly defines mutual expectations of selves & others. Responds to demands of job by accepting responsibility for assignments, shows initiative and takes timely and appropriate actions to meet needs. 

Execution - Thinks critically and has the best interests of the company, colleagues, and customers in mind when approaching situations. Anticipates obstacles and assesses situation to determine best possible solution. Demonstrates an ability to get essential information and exercises sound judgments about alternatives. Knows both technical and practical aspects of the job and continually updates skills and knowledge.