Accounting Analyst

Job Description

Job Description

We are looking for an experienced Accounting Analyst to join our team in San Ramon, California, Remotely. In this role, you will play a vital part in managing financial processes for a national insurance brokerage company specializing in commercial lines, personal lines, and employee benefits insurance. This is a long-term contract opportunity that offers the chance to work with cross-functional teams and enhance operational efficiency through advanced accounting practices.

Responsibilities :

• Process and post revenue from direct bill payments, ensuring accurate recognition of broker commission fees.
• Generate and reconcile invoices which serves as both an accounting and agency management platform.
• Collaborate with account teams and carriers to resolve discrepancies, ensuring all financial data is aligned.
• Perform general ledger accounting tasks, including journal entries and ledger reconciliations.
• Utilize Excel for advanced data analysis, including pivot tables and VLOOKUP functions.
• Support the training and onboarding process to familiarize with system workflows and brokerage procedures.
• Manage accounts receivable (AR) and accounts payable (AP) operations efficiently.
• Conduct account reconciliations to maintain accuracy and integrity in financial reporting.
• Analyze and interpret commission structures within the insurance industry.
• Contribute to the improvement of billing functions and overall accounting processes.
• Proven experience in accounting roles, preferably within the insurance brokerage industry.
• Proficiency in agency management systems, with experience in Nexsure being a strong advantage.
• Strong knowledge of general ledger accounting and resolving financial discrepancies.
• Advanced Microsoft Excel skills, including pivot tables and VLOOKUP functions.
• Exceptional communication skills to effectively collaborate with account teams and carriers.
• Familiarity with accounts payable (AP) and accounts receivable (AR) processes.
• Ability to work independently and manage multiple tasks with attention to detail.
• Experience with billing functions and commission reconciliation.