Accounting Manager🧑‍💼

Classify, record, and summarize numerical and financial data to compile and keep financial records using appropriate accounting software and/or spreadsheets.

Work with an agency appointed CPA firm to address ongoing concerns and prepare year end statements and tax returns.

Prepare and analyze accounting records, financial statements, and/or other financial reports to assess accuracy, completeness, and conformance to reporting, procedural and regulatory standards.

Administers and conducts month-end and year-end close and generates reports.

Reconciles all cash receipts, bank statements, etc.

Comply with federal, state, and agency policies, procedures and regulations.

Process and issue employee paychecks and statements of earnings and deductions.

Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.

Keeps informed regarding accounting and finance industry information and technology to continuously improve knowledge and stay current. Communicates any new information with management staff.

Interacts with others effectively by utilizing good communications skills; cooperates positively and provides information and guidance, as needed to contribute to the business efforts of the agency.

Maintains team member birthday and anniversary procedures

Monitors and maintains team member benefit eligibility timeframes and paperwork

Performs other miscellaneous duties as assigned by agency management.

Ensure that there is a checks and balances with both operating and trust accounts

Be able to show the money in and money out (It should always zero out less the unearned commission)

Continue Training with Google Classroom, APP and TotalCSR and new training the agency offers

Failure to reach and maintain the KPIs below can cause reduced bonus, bonus eligibility, and/or reduced commissions. Please always communicate with your team lead. 

All KPIs and Goals will be on AppSheet.

Savvy

Motivated

Adaptive

Reliable

Trusted

• Honesty/Integrity - Does not cut corners unethically. Earns trust and maintains confidence. Do what is right, not just what is easy. 

• Organized & Planning - Plans, organizes and schedules in a productive manner. Focuses on key priorities. 

• Follow-Through - Lives up to verbal and written agreements, regardless of personal costs. 

• Intelligence - Learn quickly. Demonstrates ability to quickly and proficiently understand and absorb new information. 

• Proactivity - Acts without being told what to do. Brings new ideas to the company. 

• Work Ethic - Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard. 

• High standards - Expects personal performance and team performance to be nothing short of the best. 

• Communication - Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails. 

• Teamwork - Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship. 

• Every 90 days you will meet with your manager to review any bottlenecks, ideas you have to improve as well as the objectives outlined in your job description. 

• Each year you will receive a formal review. 

Running and reconciling commission statements for the agency with all carriers

Converting any carriers who pay with a paper check to ACH 

Reconciling our books to avoid and track returned payments, payments come out of the wrong account or deposited into the wrong account.