Revenue Recognition Accounting Manager

Manager, Revenue Accounting

Job Summary

The Manager, Revenue Accounting will play a pivotal role in overseeing and optimizing the company’s revenue recognition processes for our Health and Life businesses, ensuring adherence to ASC 606 standards, and fostering alignment between financial reporting and business operations. This role will involve overseeing the preparation, review, and reporting of the long-term value (LTV) assessments and related contract assets. In addition, this role will include responsibility for cost of revenue accounting and analysis. The manager will collaborate across departments, including Sales Operations, Commissions Operations, FP&A, and IT, to ensure seamless integration of accounting policies with business strategies. The ideal candidate will have a strong understanding of revenue accounting and internal controls, experience leading complex projects, and the ability to drive improvements in processes, controls, and cross-functional alignment.

Primary Responsibilities

• Oversee all aspects related to LTV calculations ensuring alignment with regulatory guidelines and corporate policies.
• Partner with the other teams to incorporate LTV insights into forecasting and management reporting, driving alignment between finance and business operations.
• Lead monthly close processes including the oversight and preparation of journal entries, MD&A, and collaboration with the broader team to complete month-end close activities and accurate reporting of key revenue data.
• Utilize analytics to identify anomalies in data, trends, variances between actuals and estimates, or sensitivity analysis.
• Work with cross-functional teams to identify, allocate, and report costs associated with production that are required as part of the net revenue presentation.
• Ensure adherence to internal controls over financial reporting (ICFR) related to revenue accounting.
• Prepare financial statement disclosures and schedules related to revenue.
• Prepare and maintain relevant policies, process narratives, and memorandums related to revenue.
• Serve as the primary point of contact for external auditors during financial statement audits related to revenue recognition and SOX compliance.
• Provide leadership, coaching, and development for the Revenue team.
• Provide thought leadership on revenue processes, policies, and procedures that leverage technology, maximize efficiency, and provide scalability to support company growth.
• Establish and monitor key performance indicators (KPIs) to assess the effectiveness of revenue accounting processes and drive continuous improvements.

Primary Skills & Requirements

• 5-7 years of related accounting experience, public company accounting experience is a plusl.
• You have a bachelor’s degree in accounting, finance, or related field and are an active CPA.
• Strong attention to detail and accuracy that is results-oriented with a “can do” attitude and willingness to drive process change within the team, taking on additional responsibilities as needed.
• Excellent understanding of internal controls and experience with risk assessment and mitigation.
• You are proactive in identifying process improvements and take initiative to diagnose and remediate potential issues.
• Strong verbal and written communication skills, the ability to deal with complex problems and present recommendations and findings in a clear, concise format.
• A quick and adept learner who adapts well to a fast-moving environment.
• Desire to develop an understanding of the business as it relates to revenue generation.
• Ability to research complex accounting matters.
• Flexible to meet changing priorities and the ability to prioritize workload to achieve on time accurate results
• You have experience in working with ERP systems (NetSuite, SAP, Oracle, etc.).
• You have demonstrated the ability to lead, mentor, and develop high-performing teams.
• You have excellent communication skills, both written and verbal, with the ability to present complex information clearly to stakeholders of all levels, including executives.
• Ability to be in the office 5 days a week.

Reports to: Director of Revenue Recognition

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.