Technical Accounting Assistant

Overview

Keenan is a leading insurance brokerage and consulting firm serving hospitals, public agencies, and California school districts. Specializing in employee benefits, workers' compensation, loss control, financial services, and property & liability, Keenan is committed to delivering innovative solutions that protect and empower the communities we serve. As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive. The Technical Accounting Assistant will perform accounts payable and accounts receivable duties. The Technical Accounting Assistant will also compile various reports, financial statements, and various account reconciliations for clients. How you'll make an impact

• Maintain the daily accounting records, accounts payable / receivable for clients.
• Prepare weekly / bi-monthly / monthly disbursements via Check(s) / Wire(s) / ACH / Bank Transfer(s) by client.
• Responsible for answering phones, preparing deposits for clients, copying, and maintaining files.
• Reconcile monthly bank and investment statements.
• Assist in preparing periodic Treasurer Reports and Cash Flow Analysis. Prepare files for Annual Budgets and Audits.
• Coordinate with the clients, actuaries, auditors, investment advisors, and other internal departments to gather relevant data.
• Prepare / maintain all source documents in an orderly fashion that support the conclusions.
• Responsible for Pro-Forma preparation of SETECH reports and first draft proofing utilizing check list.
• Prepare and submit required filings : State Controller, Department of Managed Health Care, 1099’s etc.
• Responsible for Client Contact and interfacing with various Keenan & Associates departments to follow up on accounting issues.
• Prepare client contracts and proposals as needed.
• Prepare PowerPoint presentations as needed for client meetings and conferences.
• All other duties as assigned. About You Required : High School diploma and 1 year related experience required. Preferred : Associates degree preferred. Behaviors : Strong attention to detail. Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market / geography, complexity or scope, specialized skill set, lines of business / practice area, supply / demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve : Medical / dental / vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include : Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more...
• The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.