Accounting Manager

Under the overall direction of the CFO, the Accounting Manager oversees the day-to-day functions of accounting including payroll, accounts payable/receivable, related party reimbursement requests, licensing, account reconciliations and general ledger accuracy. In addition, the Accounting Manager will assist with financial reporting, tax preparation, and planning.

The Accounting Manager supervises the Finance Specialist position, and regularly meets with agency owners, managers, and other staff to fulfill their role. As a leader within the agency, the Accounting Manager is expected to lead by example demonstrating the Values of the Bitner Henry Insurance Group. These values include, but are not limited to, servant leadership, excellence, integrity, teamwork, and an entrepreneurial spirit.

Practically speaking, the Accounting Manager leads by example in the following ways:

• Sets challenging goals for self and others for implementing organizational goals.
• Regularly available to leadership to report on the status of the business.
• Overcomes obstacles, solves problems, and inspires others.
• Aligns on-going activity to the larger overall vision set by executive leadership.
• Always learning.

Key elements of success in this role include an in-depth understanding of internal processes, reporting, managing deadlines, and working with enterprise technology. Implementing and maintaining strong internal controls and operating procedures and processes will be an essential focus for this position.

• Issues timely, complete, and accurate monthly financial statements
• Ensures that payroll, including commissions, are accurate and processed on time.
• Completes related party reimbursement requests.
• Develops forecasting to assist with budgeting and planning.
• Reports on key financial operating metrics
• Ensures that insurance licenses for the team are kept up to date.
• Tracks and applies for renewal of Errors and Omissions policies for the agency.
• Complies with relevant tax authorities and works with our CPA firm as needed.
• Tracks and reports on claims data for management to help with forecasting.
• Develop policies and procedures for control and coordination of accounting, auditing, budgets, taxes and record retention.
• Oversee Agency billing – client invoicing and payment of carrier invoices.
• Assist in benefits administration for employees.
• Assistance with tasks related to Building and tenant deadlines.
• Work with other staff to develop and monitor compensation models for Sales Staff
• Maintains confidentiality of sensitive company and client information.

• Clear and concise listener and communicator
• Committed to continuous learning of industry best practices.
• Manages multiple priorities to completion including monitoring of deadlines.
• Ability to learn Insurance agency operations.

• Minimum of 8-10 years of accounting experience required.
• Strong skills and experience with enterprise (IT) systems including Sage.
• Experience with accounting at an insurance agency is preferred.

• Bachelor’s degree in accounting, finance, or business required.
• CPA and master’s degree preferred.
• Insurance industry experience preferred.
• Experience with our customer base (churches and not for profits) preferred.

• Physical demands:
  While performing the duties of this job, the employee is occasionally required to walk; stand; sit; use hands; reach with hands and arms; balance; stoop; talk and hear. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
  
  The position requires the employee to have a valid driver’s license and ability to drive a car.
• Work environment:
  Fast-paced, minimal noise, team-orientated.

• Base pay $80K to $100K annually
• Benefits: health, dental, vision, short-term and long-term disability, and group term life.
• Retirement
• Paid time off
• On-going training, continuing education, and professional development opportunities

Candidates may send resumes and cover letters to the attention of Darrin Coon, HR Manager, ehrenti

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