Senior Accountant

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.

This Jobot Job is hosted by : Ray Madden

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Salary : $90,000 - $110,000 per year

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

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

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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.

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