Sr. Accountant, Financial Services

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

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