Finance Manager in Charlotte, North Carolina
Posted 11/14/22

THE TEAM YOU WILL BE JOINING:

  • Specialty insurance and consulting company that partners with clients across the United States
  • Growing organization with over 20 locations in 10+ states; a national brand with a local presence and feel servicing over half a million customers
  • Tight knit culture and family-oriented atmosphere

 

WHAT THEY OFFER YOU:

  • Highly visible opportunity working with local leadership
  • Opportunity to make an impact and add for customers
  • Great work-life balance with excellent benefits to include medical, dental, 401k and PTO policy

 

WHY THIS ROLE IS IMPORTANT:

  • Oversee 2 employees in AR/AP and Billing.
  • Maintains monthly financial statements, budget spreadsheets, and activity reports.
  • Ensures that reported results comply with generally accepted accounting principles (GAAP).
  • Reviews financial details from past, present, and forecasted operations; identifies development opportunities and improvements that can be made.
  • Assists with the implementation of accounting and budgeting policies and procedures.
  • Collaborates with external auditors to provide information needed for the annual audit.
  • Maintains knowledge of organizational procedures, federal and state regulations, and accounting standards.
  • Assists with the preparation and/or approvals of journal entries for payroll, month end, and/or any adjustments.
  • Reports 5500 information to clients.
  • Ensures timely collection and disbursements of Stop Loss, ancillary premiums and claims funds.
  • Helps coordinate SOC 1 audits and the necessary documentation.
  • Attends implementation meetings that relate to accounting for the agency or its clients.
  • Performs other related duties, as needed or assigned by management.

 

THE BACKGROUND THAT FITS:

  • Bachelor’s degree in Accounting or Business Administration required
  • 5+ years of experience in accounting or finance required.
  • Third Party Administrator processing preferred
  • Understanding of accrual based accounting and monthly/annual budget reporting
  • Experience in a medical office, insurance company, or hospital preferred.
  • Strong supervisory and leadership skills.
  • Proficient with Microsoft Office Suite, Excel and Workday/QuickBooks accounting software used by the organization.


#LI- CC1
 
 
  • Employee Type: Direct Hire
  • Location: Charlotte, North Carolina
  • Category: Accounting and Finance
  • Date Posted: 11/14/22
Apply Today!
Apply Today!

Apply Today!

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