Senior Accountant - A

As a Senior Accountant at A, your primary responsibilities include providing strategic financial oversight tailored to trust management and health insurance operations, overseeing budgeting and forecasting, managing financial reporting and audits, and advising leadership on regulatory compliance. You will also support tax planning and ensure compliance with tax laws while collaborating with cross-functional teams to optimize financial processes.

To qualify as a Senior Accountant at A, you need a CPA designation and proven experience as a Fractional CFO, Controller, or Senior Financial Consultant. Additionally, a strong understanding of trust accounting, health insurance finance, GAAP, and regulatory compliance is essential. Bilingual proficiency in English and Spanish is required, alongside strong financial tool proficiency.

Preferred experiences for the Senior Accountant role at A include familiarity with PEO firms, insurance providers, or financial trusts. Knowledge of ERP systems and financial automation tools, along with a background in multiple employer trusts formed under IRS Section 419A, is highly advantageous.

Communication is vital for the Senior Accountant role at A. Given the need to collaborate with various teams and advise leadership, having excellent communication and strong interpersonal skills is important to effectively influence strategic decisions and optimize financial processes.

Yes, the Senior Accountant role at A can be performed remotely. The position requires engaging with cross-functional teams, which can be effectively managed through remote collaboration technology, making it a flexible opportunity for skilled professionals.

In this role, it's crucial to monitor metrics such as cash flow, profitability ratios, return on investment, and compliance with regulatory benchmarks, as these metrics provide insights into financial health and strategic decision-making.

I ensure compliance by staying updated on regulatory changes, conducting regular audits, and implementing robust financial controls, along with continuous training and communication with the involved teams.

I have significant experience managing financial statements and reports specifically tailored to trust management and health insurance entities, which includes overseeing audits and compliance checks relevant to these sectors.

In my previous role, I optimized the budgeting process by introducing financial automation tools that reduced preparation time by 30% and increased accuracy in forecasts, ultimately aiding in better financial planning.

I prioritize tasks by evaluating deadlines, the importance of the projects, and aligning them with the strategic goals. I usually maintain a task list and use project management tools to track my progress efficiently.

I am proficient in various C-suite financial tools and systems, including ERP software, financial modeling applications, and reporting tools, which enable me to manage complex financial data and forecasts effectively.

I address discrepancies by conducting a thorough investigation, cross-referencing data with original documents, and collaborating with relevant departments to correct any inconsistencies and prevent future occurrences.

I utilize a combination of quantitative analysis, trend evaluations, and scenario simulations, along with continuous monitoring of compliance and regulatory changes that may impact financial operations.

In my previous position, I spearheaded cross-department workshops to foster collaboration between finance and operational teams, enhancing communication and resulting in a more holistic approach to financial strategy.

I am motivated by the opportunity to utilize my financial expertise to influence strategic outcomes, work collaboratively with diverse teams, and contribute meaningfully to a company's growth while ensuring regulatory compliance.