PURPOSE:
This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.
The Accounting Manager oversees the day-to-day accounting operations of the agency, ensuring accurate financial reporting, strong internal controls, and compliance with GAAP and insurance regulations. This role manages teammates on the accounting team, leads close and reconciliation processes, and partners with the CFO, Director of Finance, and Controller to support financial strategy and operational decision-making. With a positive attitude, the Accounting Manager demonstrates teamwork and leadership amongst the accounting team to maintain profitability and operational efficiencies.
ROLES AND RESPONSIBILITIES:
- Oversee close processes, ensuring timely and accurate financial statements.
- Review and approve journal entries and account reconciliations.
- Serve as leader and mentor in the development of the accounting staff, including performance reviews and training measures.
- Design, implement, and maintain internal controls across accounting processes.
- Partner and collaborate with Controller to ensure accurate revenue, resolution of billing/commission/payment issues, carrier payables, trust accounts, and commission accounting.
- Ensure compliance with GAAP and internal accounting policies.
- Prepare and review management reports, variance analyses, and financial dashboards.
- Manage the financial processes of the team including, but not limited to: Cash reconciliations, receivables, payables, accruals, tax payments etc.
- Assign and monitor workloads to ensure deadlines and accuracy standards are met.
- Foster a culture of accountability, collaboration, and continuous improvement amongst internal and external teams.
- Serve as secondary contact for external auditors, regulators, and tax advisors as requested.
- Oversee audit preparation, respond to inquiries, and ensure timely resolution of findings.
- Monitor compliance with fiduciary responsibility for client and carrier funds.
- Analyze financial trends and provide insights to support growth and profitability.
- Lead process improvements and system enhancements within accounting and finance teams.
- Perform other related duties as assigned.
