The candidate is responsible for reviewing work papers such as cycle balancing and analysis, account analysis, reconciliations and journal entries related to agent accounts in all lines of business. This includes, but is not necessarily limited to the following: life insurance, PPL, LTC, Indexed Annuities, Fixed Annuities, Debt Resolution, as well as other smaller product lines. The Accounting and Analysis Supervisor initiates communication with management, ensures that balance sheet accounts are current, reviews balances for trends and accuracy, and research's outstanding and unusual items. The role is responsible for ensuring that month end, quarter end, and year end tasks are completed both timely and accurately and will support both Operations and Financial Reporting. Communication with management of other departments such as: IT, operations, licensing and financial reporting is essential.
The Accounting and Analysis Supervisor will complete periodic reviews of staff to monitor progress and the completion of set goals. Teaches, communicates, and enforces company policies and procedures and work practices, identifies problem areas and implements corrective action. Monitors departmental operations and assists in resolution of problems and coordinates work activities with other departments or external parties.
Knowledge, Skills, and Abilities:
$150K - $250K