Staff Accountant

Position Summary: The Corporate Staff Accountant is responsible for supporting the organization's accounting and financial reporting functions by maintaining accurate financial records, preparing journal entries, reconciling accounts, and assisting with month-end and year-end close processes.

Supervisory Responsibilities: None

Essential Tasks:

• Assist in the month- end, quarter-end, and year-end close process by preparing and posting journal entries


• Ensure all close activities are completed within the established close calendar and escalate obstacles proactively.


• Prepare, own, and maintain monthly reconciliations for a broad portfolio of balance sheet accounts


• Investigate and resolve all reconciling items within established timeframes; document root causes and remediation steps for every variance identified.


• Utilize FloQast as a reconciliation and checklist platform


• Assist in accounting for new acquisitions


• Maintain the integrity of the general ledger through accurate and timely posting of transactions in the agency management system (Applied Epic) and accounting software (Sage Intacct)


• Support the development and maintenance of internal controls and accounting procedures.


• Support annual financial statement audits and other compliance-related audits.


• Establish and maintain formal written policies and procedures for business processes, as needed within assigned workflows

Knowledge, Skills, and Abilities:

• Proven ability to think strategically, plan effectively and promote a team environment


• Ability to analyze financial information


• Strong understanding of GAAP and accounting principles.


• Organized and detail oriented


• Proficient in Microsoft Excel, including pivot tables, VLOOKUP/XLOOKUP, etc.


• Understanding of and experience working in cloud-based accounting systems. Experience with Sage Intacct is a plus.


• Experience working with AI is a plus.


• Exceptional communication and interpersonal skills


• Ability to work cross-functionally in a fast-paced environment

Core Competencies:

• Leadership: Display leadership skills and ability to motivate fellow employees (If applicable)


• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner


• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly


• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences


• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively


• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals


• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction


• Dependability: Acknowledgment of the importance of being present and punctual


• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome


• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously


• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

• 2+ years previous accounting experience


• Bachelor’s degree in accounting, finance, or similar discipline


• Experience with month-end close, account reconciliations, and financial reporting.


• Experience working with ERP systems and accounting software

Licensing and Credentials:

• CPA Preferred

Systems:

• Proficient with Microsoft Office Suite


• Understanding of and experience working in cloud-based accounting systems. Experience with Sage Intacct is a plus

Physical Requirements:

• Ability to lift 25 pounds


• Repeated use of sight to read documents and computer screens


• Repeated use of hearing and speech to communicate on telephone and in person


• Repetitive hand movements, such as keyboarding, writing, 10-key


• Walking, bending, sitting, reaching, and stretching in all directions

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.