Senior Accountant

Position Summary:

The Senior Accountant plays a critical role in the financial management of the organization by overseeing general accounting operations and ensuring the accuracy of financial records. This role requires a detail-oriented, proactive thinker who can independently interpret data, identify trends, and drive solutions. The ideal candidate brings insurance industry experience and thrives in a fast-paced environment with limited formal training.

Essential Duties and Responsibilities

• Manage accruals, prepayments, and journal entries as part of the month-end and year-end close processes.

• Maintain and reconcile balance sheet accounts related to agency bill and direct bill to ensure accuracy.

• Perform independent analysis of financial data, identify trends or discrepancies, and recommend corrective actions.

• Respond to internal Partner inquiries related to agency commission revenue and/or producer commission expense.

• Manage external Carrier inquiries related to commission and premium remittance.

• Develop and document accounting policies and procedures for agency and direct bill processes.

• Collaborate with accounting analysts to investigate and clear aged balances.

• Continuously identify and implement process improvements to enhance workflow and accuracy.

• Ensure compliance with GAAP and other regulatory requirements.

• Prepare audit support schedules and documentation for internal and external stakeholders.

• Lead or support ad hoc financial projects and reporting initiatives.

Minimum Qualifications

Education & Experience:

• Bachelor’s degree in Accounting, Finance, or related field (required).

• CPA or CMA certification (preferred).

• 5+ years of progressive accounting experience, preferably in the insurance industry.

• Corporate accounting experience preferred; public accounting candidates must demonstrate strong analytical and applied skills.

Technical Skills:

• Proficient in accounting systems (e.g., QuickBooks, SAP, Oracle).

• Advanced Microsoft Excel skills, including pivot tables, VLOOKUP/XLOOKUP/XMATCH, and complex formulas.

• Familiarity with Blackline, Alteryx, or Tableau is a plus.

Key Attributes:

• Strong critical thinking and problem-solving skills; ability to interpret data and act independently.

• Self-directed and able to work with limited supervision or hand-holding.

• Comfortable working from notes, process documents, and peer collaboration when training resources are limited.

• Excellent attention to detail, organization, and follow-through.

• Strong interpersonal and communication skills, with the ability to work cross-functionally.

Promoting Peace of Mind for All

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.

*Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role