Sr. Accountant, Financial Services
Listed on 2026-01-29
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Finance & Banking
Financial Reporting, Financial Analyst -
Accounting
Financial Reporting, Financial Analyst, Senior Accountant
Overview
Leading financial services company in Woodland Hills, CA needs a Sr. Accountant to manage premiums, claims, product accounting, and month-end close. 5+ years accounting experience required. Experience in financial services and with MS Dynamics 365 desired.
This Jobot Job is hosted by Ray Madden.
Salary $90,000 - $110,000 per year
A Bit About Us
We’re a forward-thinking financial services firm specializing in innovative insurance products. Our team thrives on accuracy, collaboration, and creative problem-solving to deliver solutions that make an impact.
Why join us?- Be part of a specialized team focused on innovative insurance products
- Opportunity to work with complex, high-volume financial data
- Hybrid work environment offering balance and flexibility
- Collaborative culture that values accuracy, initiative, and innovation
We are a leading financial services company specializing in specialty insurance products. We are seeking a Senior Accountant to join our team to manage day-to-day accounting and reporting related to our insurance offerings. This is a key role supporting the accuracy of premiums, claims, and product liabilities, reporting to the Accounting Manager with no direct reports.
Responsibilities- Oversee operational and accounting aspects of specialty insurance products, including understanding agreements with third-party providers
- Weekly/monthly reporting of product activity to third-party partners
- Timely funding of premiums and reconciliation of payments
- Adjusting premium payments for refunded or compensated claims
- Prepare and post monthly journal entries related to premium payments and associated adjustments
- Cash claims and product vouchers
- Product costs and expense reconciliations
- Other daily accounting activities (cash, prepaids, accruals, etc.)
- Support month-end close and preparation of financial documentation
- Analyze large data sets to ensure accuracy and compliance
- Bachelor’s degree in Accounting, Finance, or related field
- 5+ years of accounting experience, ideally in financial services, insurance, or specialty product accounting
- Strong Excel skills (Pivot Tables, VLOOKUP, IF/SUM formulas)
- Ability to work independently and exercise judgment in problem-solving
- Detail-oriented, organized, and able to meet deadlines
- Strong analytical and communication skills
- Experience with Microsoft Dynamics 365 is a plus
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
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