Senior Accountant
- $90,000 - $110,000
- Woodland Hills, CA
Leading financial services company in Woodland Hills, CA needs a Sr. Accountant to manage premiums, claims, product accounting, and month-end close. 5+ years accounting experience required. Experience in financial services and with MS Dynamics 365 desired.
A bit about us:
We’re a forward-thinking financial services firm specializing in innovative insurance products. Our team thrives on accuracy, collaboration, and creative problem-solving to deliver solutions that make an impact.
Why join us?
Be part of a specialized team focused on innovative insurance products
Opportunity to work with complex, high-volume financial data
Hybrid work environment offering balance and flexibility
Collaborative culture that values accuracy, initiative, and innovation
Opportunity to work with complex, high-volume financial data
Hybrid work environment offering balance and flexibility
Collaborative culture that values accuracy, initiative, and innovation
Job Details
We are a leading financial services company specializing in specialty insurance products. We are seeking a Senior Accountant to join our team to manage day-to-day accounting and reporting related to our insurance offerings. This is a key role supporting the accuracy of premiums, claims, and product liabilities, reporting to the Accounting Manager with no direct reports.
Responsibilities:
Oversee operational and accounting aspects of specialty insurance products, including:
Understanding agreements with third-party providers
Weekly/monthly reporting of product activity to third-party partners
Timely funding of premiums and reconciliation of payments
Adjusting premium payments for refunded or compensated claims
Prepare and post monthly journal entries related to:
Premium payments and associated adjustments
Cash claims and product vouchers
Product costs and expense reconciliations
Other daily accounting activities (cash, prepaids, accruals, etc.)
Support month-end close and preparation of financial documentation
Analyze large data sets to ensure accuracy and compliance
Qualifications:
Bachelor’s degree in Accounting, Finance, or related field
5+ years of accounting experience, ideally in financial services, insurance, or specialty product accounting
Strong Excel skills (PivotTables, VLOOKUP, IF/SUM formulas)
Ability to work independently and exercise judgment in problem-solving
Detail-oriented, organized, and able to meet deadlines
Strong analytical and communication skills
Experience with Microsoft Dynamics 365 is a plus
Responsibilities:
Oversee operational and accounting aspects of specialty insurance products, including:
Understanding agreements with third-party providers
Weekly/monthly reporting of product activity to third-party partners
Timely funding of premiums and reconciliation of payments
Adjusting premium payments for refunded or compensated claims
Prepare and post monthly journal entries related to:
Premium payments and associated adjustments
Cash claims and product vouchers
Product costs and expense reconciliations
Other daily accounting activities (cash, prepaids, accruals, etc.)
Support month-end close and preparation of financial documentation
Analyze large data sets to ensure accuracy and compliance
Qualifications:
Bachelor’s degree in Accounting, Finance, or related field
5+ years of accounting experience, ideally in financial services, insurance, or specialty product accounting
Strong Excel skills (PivotTables, VLOOKUP, IF/SUM formulas)
Ability to work independently and exercise judgment in problem-solving
Detail-oriented, organized, and able to meet deadlines
Strong analytical and communication skills
Experience with Microsoft Dynamics 365 is a plus
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.