Job Description

SUMMARY: 

Acrisure is the fastest growing insurance brokerage firm in the U.S. with nearly 300 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.

We are currently looking to add our team with an exciting opportunity as West Regional Accounting Manager.  The West Regional Controller role will be a strong supporting partner to the West Regional Accounting Director, responsible for oversite and analysis of Agency Partner accounting for a portion of the West Region.  The ideal candidate must be hands on, have excellent organizational skills and enjoy working in a fast-paced, team-oriented environment. Ours is a relationship-oriented business, and strong relationship and partnering skills are vital to this role. Previous work experience as a Controller or Accounting Manager is required, and experience in the insurance brokerage or a related industry is preferred.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Work with our Agency Partners in the West Region on all accounting related matters.
• Conduct a review of each agency management system for the Region, ensuring that accurate accrual accounting and revenue/expense recognition methods are in place.
• Complete periodic balance sheet audits on significant accounts in accordance with the corporate accounting schedule.
• Provide other support as needed to accounting team members in the Region, as well as to the West Regional EVP.
• For new Agency Partners in the Region, assist with opening balance sheet or agency management system set up when requested.
• Assist the Finance team with the Working Capital True up adjustments.
• Coordinate annual activities such as the year-end audit, budget, state apportionment, 1099 information, and unclaimed property.
• Assist with special reporting requests of Agency Partners in the Region and ad hoc corporate reporting needs.
• Review monthly income statement to budget and research variances with Agency Partners.
• Accounting/Reporting introduction calls with new Agency Partners
• Ensure proper compliance with sales/use tax, unclaimed property, and surplus lines tax.
• Occasionally assist with due diligence or follow up work on new agency partners’ accounting and systems.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

COMPETENCIES:                                           

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

• Bachelors degree or the recognized equivalent in education and experience, preferred.
• Minimum (5) five years of experience in an accounting, auditing and/or financials analysis required.
• Insurance brokerage/related industry accounting background, required.
• Prior experience with balance sheet reconciliations required
• Prior experience working with both the income statement and balance sheet required.
• Prior variance analysis experience required.

Technology Skills:

• Applied and Vertafore platforms or similar agency management software experience, preferred.
• Quickbooks experience is a plus.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).

Other Qualifications:

• Highly organized.
• Detail oriented.
• Strong analytical skills
• Strong project management skills.
• Excellent written and oral communication.
• Ability to manager multi projects/priorities in a time critical, fast-paced environment.
• This is a remote position which requires a strong sense of self discipline

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges. 
• High finger dexterity while typing documents and forms
• Occasionally lift up to 20lbs.

Work Environment:  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is done in a temperature-controlled, non-smoking office. 
• Work stations are cubicles with moderately high sides.
• The noise level in the work environment is usually moderate.
• Some travel may be required.

_To Executive Search Firms & Staffing Agencies: _ Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement.  All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee.  This includes resumes submitted directly to hiring managers without contacting Acrisure’s Human Resources Talent Department.

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