Our Newest Opportunity: The Senior Revenue Accountant is a hands-on role on the Property & Casualty (P&C) Accounting team, reporting to the Division Controller, VP Finance. The position is split between core accounting and revenue operations, supporting the P&C month-end close through data from the Agency Management System (AMS). The ideal candidate pairs a solid accounting foundation with a genuine interest in how the business works and serves as a trusted resource for Finance leaders on revenue results.
Essential Duties and Responsibilities:Revenue Operations & AMS Data Management- Develop a deep, working understanding of the Company's P&C insurance revenue stream and how policy, premium, and commission activity is recorded in the Agency Management System (AMS)
- Run and extract month-end AMS reports with high-volume transaction data; validate completeness and accuracy, and translate raw data into meaningful, reconcilable results
- Prepare the monthly accounts receivable files in Excel from AMS data, ensuring balances tie to both the system and the general ledger
- Own and maintain the comprehensive monthly revenue recognition workbook, estimating and accruing revenue at a detailed level to specific P&Ls
- Own the supporting schedules that underpin revenue-related journal entries and account reconciliations, keeping them accurate, well-documented, and audit-ready
- Partner with local offices and operations teams to investigate revenue discrepancies, resolve data issues at the source, and communicate required accounting adjustments
Month-End Close & Accounting- Prepare and record month-end journal entries for revenue, AR, and related accounts in accordance with the close calendar
- Reconcile AR and other revenue-related balance sheet accounts monthly, ensuring all reconciling items are investigated and resolved timely
- Perform monthly variance analyses (e.g., actual vs. prior period, budget, and forecast) and clearly explain the drivers behind fluctuations
Cash Reconciliation- Assist with post-close cash reconciliations by comparing receipts and withdrawals recorded in the AMS to bank transaction detail in the general ledger
- Identify and research variances between the AMS and the general ledger, and drive reconciling items to resolution with operations and Finance partners
Business Partnership & Reporting- Serve as a go-to resource for Finance leaders, answering questions about revenue recordings, results, and variances with clear, data-backed explanations
- Partner with Regional Finance Leaders to provide relevant reporting and insights that support organic revenue growth
Audit, Controls & Process Improvement- Support the annual external audit by preparing requested documentation, schedules, and explanations
- Identify opportunities to streamline and automate reporting and reconciliation workflows, and help develop and implement new procedures that improve accuracy and efficiency
- Perform additional responsibilities as assigned by management
Qualifications, Skills and Requirements:- Genuine curiosity about how the business operates, with the drive to understand the "why" behind the numbers, not just the entries
- Advanced analytical skills, with the ability to work in large, complex datasets, spot anomalies, and draw accurate conclusions
- High attention to detail and accuracy when working with high-volume transactional data under close deadlines
- Solid working knowledge of core accounting concepts, including debits and credits, accruals, journal entries, and account reconciliations
- Ability to explain financial and operational data clearly, verbally and in writing, to Finance leaders and non-accounting stakeholders
- Strong organizational and time-management skills, with the ability to own recurring month-end deliverables and thrive in a fast-paced, deadline-driven environment
- Ability to make accurate, independent decisions based on available data, and sound judgment on when to escalate
Education, Training and Experience:- Bachelor's degree in Accounting, Finance, or a related field
- 2-5 years of accounting or finance experience, ideally in a role with significant operational, revenue, or high-volume transactional data responsibilities
- Advanced proficiency in Microsoft Excel required, including working with large datasets, XLOOKUP/VLOOKUP or INDEX/MATCH, SUMIFS, pivot tables, and building multi-tab linked workbooks; Power Query experience a plus
- Experience with an insurance Agency Management System preferred; Applied Epic experience strongly preferred
- Experience with insurance brokerage, agency, or P&C operations highly desired
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
Thank you for your interest in joining the OneDigital team!
