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Accountant | Pooling
PRIMARY PURPOSE : The Accountant is responsible for various risk pool client accounting functions including compiling, analyzing and development of reports for accounts payable, accounts receivable, bank and investment reconciliation, and other accounting duties according to established procedures. Prepares financial reports by collecting, evaluating, and summarizing account information for communication to management.
ESSENTIAL FUNCTIONS and RESPONSIBILITIES
Collects information, prepares balance sheets, analyzes data and documents financial information within reports.
Gathers and analyzes financial data from underwriting system.
Generates monthly and ad hoc reporting and analysis for underwriting department.
Prepares special financial reports by analyzing and summarizing account information and trends.
Collaborates with Pooling investment managers to reconcile broker statements by collecting and evaluating account data.
Compiles and analyzes financial statements in preparation for presentation to the Board of Directors for Pooling clients.
Reconciles claims activities and financial discrepancies by reviewing and analyzing account and claims information.
Provides financial information to management by researching and analyzing accounting data and preparing reports.
Recommends financial actions by analyzing accounting options.
Partners with the client in reviewing questions by researching and interpreting accounting policy and regulations.
Assists with day-to-day operations of accounting department or special projects as assigned by the Finance Manager or Director.
Maintains financial security by following internal controls.
ADDITIONAL FUNCTIONS and RESPONSIBILITIES
QUALIFICATIONS
Education & Licensing
Bachelor's degree in accounting and finance from an accredited college or university or equivalent experience required.
Experience
Five (5) years accounting or related business experience or equivalent combination of education and experience required.
Skills & Knowledge
Thorough knowledge of US accounting principles, procedures, and relevant regulations
Thorough understanding of accounting standards and procedures for consolidation of entity financial statements
Excellent oral and written communication, including presentation skills
PC literate, including Microsoft Office products
Leadership/management/motivational skills
Analytical and interpretive skills
Strong organizational skills
Excellent interpersonal skills
Good judgment and discretionary skills
Ability to plan, monitor, track and problem solve
Ability to manage multiple projects and set priorities
Ability to work in a team environment
Ability to meet or exceed Performance Competencies
WORK ENVIRONMENT
When applicable and appropriate, consideration will be given to reasonable accommodations.
Mental : Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines
Physical : Computer keyboarding, travel as required
Auditory/Visual : Hearing, vision and talking
The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.
Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.
If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.
Sedgwick is the world's leading risk and claims administration partner, which helps clients thrive by navigating the unexpected. The company's expertise, combined with the most advanced AI-enabled technology available, sets the standard for solutions in claims administration, loss adjusting, benefits administration, and product recall. With over 33,000 colleagues and 10,000 clients across 80 countries, Sedgwick provides unmatched perspective, caring that counts, and solutions for the rapidly changing and complex risk landscape. For more, see sedgwick.com
