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Sr. Accountant

Company: DPL Financial Partners
Location: Louisville
Posted on: February 24, 2021

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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