Job Description

Position Title: Client Account Manager / Controller

This position would effectively be an Account Manager working on client accounting instead of internal accounting. Effectively developing into “controller for hire” for a small portfolio of our insurance company clients, effectively "Client Based".

Key Responsibilities:
- Assist in preparation and review of monthly, quarterly, and annual financial statements
- Prepare quarterly NAIC QS and FS filings
- Oversee and reconcile general ledger accounts for accurate financial reporting
- Manage banking operations, including reconciliations and cash management
- Reconcile and disburse premium escrow accounts accurately and timely
- Invoice clients for service fees, reimbursable expenses, and other charges
- Prepare and post accounts receivable accruals
- Monitor and support accounts payable and receivable activities
- Assist with budgeting, forecasting, and variance analysis
- Support audit preparation and liaise with external auditors
- Liaise with clients and other client providers
- Oversee general office management and operational support
- Utilize Workday accounting software for financial operations

Qualifications:
- Bachelor’s degree in Accounting, Finance, or related discipline (CPA preferred but not required)
- Minimum 4–8years of progressive accounting experience
- Proficiency with Workday or similar enterprise accounting software
- In-depth knowledge of GAAP & STAT financial reporting requirements
- Strong skills in Microsoft Excel and financial analysis
- Proven ability to manage multiple responsibilities with precision and organization
- Excellent communication and interpersonal skills
- Experience in insurance, risk management, or financial services industry is a plus

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