Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twentyfirst, Maple Life Financial, Maple Life Analytics, and LexServ) is a fast-growing company that provides senior longevity data, analytics, and services to the pension, benefits, life insurance, structured settlement, and life settlement markets.
The Accountant will support a broad range of operations within a profitable, rapidly growing, acquisitive, tech-focused insurance industry leader.
Responsibilities:
- Prepare billing for multiple business units.
- Support month-end close through client invoicing and general ledger entries & account reconciliations.
- Analyze accounts, locate discrepancies, prepare reconciliations, and appropriate journal entries.
- Monitor client accounts and respond to AR related inquiries.
- Review and maintain deferred revenue accounts.
- Review and reconciliation of monthly sales tax reporting.
- Work with business unit leaders regarding financial results, including accounts receivable collections.
- Accurate and timely data entry into a variety of software systems.
- Validation of accounts receivable and accounts payable.
- Manipulation of data for import into accounting program and for analysis.
- Reconciliation of GL accounts, bank accounts, and various other reconciliations.
- Document processes and provide support to the Finance team as needed.
- Review, analyze and communicate with vendors on AP related issues.
- Backup support on the review and import of employee expense reports.
- Backup support for processing of vendor invoicing.
- Full cycle accounts receivable and accounts payable.
- Performs other related duties as assigned.
Required Skills:
- An Associate degree or technical certificate plus two years’ experience as an accounting clerk.
- Without degree or certificate, must possess experience of at least four (4) years of progressive experience in the accounting field.
- A thorough understanding of financial statements, general ledgers, trial balances, and accounting theory.
- Ability to build and maintain positive working relationships with other departments, business units, and the Executive Team.
- Exceptional organization & prioritization skills, along with problem-solving and multi-tasking skills to manage multiple deliverables under tight deadlines.
- Demonstrated proficiency in Microsoft Office, especially Excel and PowerPoint.
- Proven communication, negotiations, and presentation skills.
- Ability to optimize processes and identify areas of improvement.
- Ability to work effectively both in a team environment and independently.
- High attention to detail, demonstrated by an explanation of how one proofreads and audits their own work.
- A genuine interest in continuous learning opportunities.
- Experience in Accounting for a Multi-entity business (preferred).
- Bachelor’s degree in Accounting (preferred).
- Previous working knowledge of Sage Intacct (preferred).
- Previous use of accounts receivable invoice processing through Invoiced.com or EBizCharge (preferred).
- Previous experience using the Corpay platform (preferred).
Perks of working with us:
- Summer hours (Friday FLEX program): full-time employees will be able to participate in our summer flex hours. Participating employees will enjoy a four-hour workday every other Friday (must still work 40 hours).
- WEX (lifestyle) funds: The company is committed to the continuous improvement and career development of employees. The purpose of the plan is to outline the resources available to support each employee’s career goals and company’s business needs.
- Career pathing: we develop a career path that identifies opportunities for advancement based on your unique skills, interests, career objectives, and details the steps needed to take.
- A sense of belonging: We are committed to offering a diverse and inclusive workplace.
- Virtual contests and giveaways plus team-building activities.
We give priority to candidates residing in states where we have offices: Minnesota, Iowa, Maryland, Nebraska, Pennsylvania, Ohio, and South Dakota.
We will only consider applicants who live in these states: CT, DC, DE, FL, GA, IA, IL, KY, MA, MD, MN, NC, NE, NJ, OH, PA, RI, SC, SD, TN, TX, VA, and WI. Applicants outside of these states will not be considered for this position.
Longevity Holdings Inc. prohibits discrimination and harassment and will take affirmative action to employ and advance in employment qualified individuals based on their status as protected veterans or individuals with disabilities, race, color, religion, sex, national origin, sexual orientation, and gender identity.
Our privacy notice is available at www.itm21st.com/longevity-holdings-privacy-notice/.
- Job Function: Individual Contributor (Non-Sales).
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