Full-Time

Senior Financial Accountant

Posted on 12/27/2024

TIH

TIH

201-500 employees

Fintech
Financial Services

Mid

Charlotte, NC, USA

This role will be hybrid based in Charlotte, NC.

Category
Financial Accounting
Financial Analysis
Financial Planning
Accounting
Required Skills
Word/Pages/Docs
Risk Management
Data Analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

You match the following TIH's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor's degree in Accounting or Finance, or equivalent education and related training.
  • Three years of relevant accounting or finance experience.
  • Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.
  • Ability to build consensus through communication and presentation of factual and relevant information.
  • Strong verbal and written communication skills.
  • Strong analytical and problem-solving skills.
  • Sound and logical decision-making abilities.
  • Ability to work well with others in a dynamic, team-oriented environment.
  • Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
Responsibilities
  • Independently perform or coordinate a variety of advanced accounting activities, including more complex accounting processes in accordance with generally accepted accounting principles (GAAP).
  • Coordinate accounting, reporting processes and workflow of other team members.
  • Oversee the complete and accurate maintenance of assigned accounting records and the preparation and compilation of financial reports and information.
  • Assist with GAAP and regulatory reporting for assigned business unit or division and perform other related accounting tasks and analyses.
  • Respond to inquiries and provide analysis of financial information.
  • Analyze business and accounting processes for control and efficiency improvements.
  • Compiles, reviews, analyzes, and submits timely and accurate monthly reporting; these may include: pro-forma projections; income/expense or cash flow forecasts, variance analysis and explanations for financial statement line items; or summaries, charts and graphs of data to highlight key results.
  • Ensures that source data is reliable, complete and documentation is maintained to support data integrity initiatives.
  • Applies knowledge of best practices derived from experience to solve problems of higher operational or technical complexity by analyzing possible solutions using data analysis, experience, judgement and precedents.
  • Takes a new perspective on existing solutions to propose innovative solutions.
  • Participates in monthly financial close, monthly forecasting and annual financial planning processes for accuracy and reasonableness, including entries for month-end close, general ledger reconciliations, forecast updates, and Plan development.
  • Maintains necessary documentation of source data, ensuring adequate support of data integrity.
  • Monitors financial performance for specified LOBs to detect unusual or significant changes in business trends and opportunities for improvement.
  • Maintains a strong working relationship with supported business area to complete tasks and deliver high quality work.
  • Maintains relationships with cross-functional departments to broaden knowledge and solve more complex situations.
  • Coordinate with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with Accounting Policy).
  • Assist in risk management governance and business continuity planning processes as necessary.
Desired Qualifications
  • Experience with macros/VBA is strongly preferred.
  • Power User in Microsoft Tools, particularly VBA.

Company Stage

Acquired

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1922

Simplify Jobs

Simplify's Take

What believers are saying

  • TIH can leverage increased investment in digital transformation and technology adoption.
  • The rise of InsurTech partnerships offers TIH opportunities for innovation.
  • TIH can capitalize on the growing emphasis on personalized insurance products.

What critics are saying

  • Increased competition from private equity-backed firms could pressure TIH's market share.
  • Integration of new technologies may lead to operational disruptions or increased costs.
  • Regulatory scrutiny on private equity ownership could increase compliance costs.

What makes TIH unique

  • TIH is the fifth largest insurance brokerage in the United States.
  • TIH benefits from strong investor backing by Stone Point Capital and CD&R.
  • TIH maintains a diversified portfolio of top-performing businesses.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Flexible Spending Account

Health Savings Account

Employee Assistance Program

Unlimited Paid Time Off

Hybrid Work Options

INACTIVE