Sr. Accountant
Company: DPL Financial Partners
Location: Louisville
Posted on: February 24, 2021
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Job Description:
SummaryDPL Financial Partners is a fast-growing company in the
B2B insurance space that values innovative thinking, teamwork, and
an iterative process to accomplish aggressive company goals. We are
looking for a dynamic and highly motivated individual with an
accounting background to join our firm. In this role, you will work
with the Financial Planning & Analysis team and others to support
the growth of our rapidly growing company.Essential Duties and
ResponsibilitiesAccounting* Enter and process expenses /
disbursements timely and accurately.* Record cash receipts and
accounts receivable.* Monthly processing of commissions.* Record
journal entries.* Take ownership of cash planning.* Prepare month
end financial statements and package.* Prepare external quarterly
packages to executive team and external third parties.* Perform
ad-hoc analyses as requested.* Assist in reporting & analyzing
Budget to Actual.* Assist in reporting & analyzing of Revenue.*
Participate in financial modeling and projections.* Prepare and
file local and state tax/registration forms and returns.*
Coordinate and communicate with external third-party accounting
firm.* Assist year-end audit and work with external accounting firm
in preparation of year-end financial statements.* Assist with tax
return preparation as deemed necessary.* Ad Hoc Reporting.* Other
duties may be assigned.Compliance and Administrative* Access
insurance carrier portals and update information on weekly reports
and Salesforce.* Work with Operations team to ensure that
Salesforce sales data reconciles with Carrier reports &
QuickBooks.Supervisory ResponsibilitiesThis job has no supervisory
responsibilities.Education and/or ExperienceBest qualified
candidates will possess:* Bachelor's Degree in Accounting or
Finance from accredited college or university.* 2 to 4 years of
accounting experience.* High level of proficiency in Excel
required.* Experience in financial reporting, month end process and
analyses.* Experience in the financial services or insurance
industry, a plus.* Team player with excellent communication skills.
Must be able to work in a dynamic and fast-paced environment.*
Self-starter, capable of working in conjunction with Financial
Planning & Analysis team to meet all Financial Reporting
requirements.* CPA or is actively pursuing.Computer SkillsHighly
proficient with Microsoft Excel.Experience with Salesforce, a
plusQuickBooks experience a big plus.
Keywords: DPL Financial Partners, Louisville , Sr. Accountant, Accounting, Auditing , Louisville, Kentucky
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