Summary
Trucordia is a rapidly growing insurance brokerage with a focus on exceptional experiences for its clients and employees. The Staff Accountant will be responsible for maintaining accounting records, ensuring compliance with standards, and providing financial insights to management.
Responsibilities
- Reporting financial information, providing timely, accurate, and useful information to management for review and decision making
- Working with Principles to communicate and manage financial goals/deadlines for month-end processes
- Performing full balance sheet reconciliation, including substantiation, for monthly close work papers
- Consolidating multi-company financial statements with variance analysis
- Supporting other accounting staff in the creation of annual audits
- Leading staff and junior accountants to ensure deadlines are met
- Interpreting data and identifying trends to influence projects
- Performing revenue reconciliation to carrier and client agreements
Skills
- Bachelor's degree in Accounting, Finance, or 1–3 years of related experience
- Proficiency in general ledger reconciliations, accounts payable/receivable, and journal entries
- Experience with month-end and year-end closing processes
- Strong Microsoft Excel skills (including VLOOKUP, pivot tables, and basic formulas)
- Ability to analyze financial data and prepare standard financial reports
- Excellent attention to detail, accuracy, and time management skills
- Strong problem-solving, analytical thinking, and communication abilities
- Ability to work independently and collaboratively while maintaining integrity and confidentiality
Qualifications
Must Haves
- Bachelor's degree in Accounting, Finance, or 1–3 years of related experience
- Proficiency in general ledger reconciliations, accounts payable/receivable, and journal entries
- Experience with month-end and year-end closing processes
- Strong Microsoft Excel skills (including VLOOKUP, pivot tables, and basic formulas)
- Ability to analyze financial data and prepare standard financial reports
- Excellent attention to detail, accuracy, and time management skills
- Strong problem-solving, analytical thinking, and communication abilities
- Ability to work independently and collaboratively while maintaining integrity and confidentiality
Benefits
- Medical, Dental, Vision
- Life Insurance and AD&D
- FSA / HSA
- Accident
- Critical Illness
- Hospital Indemnity
- Supplemental Health Insurance
- Employee Assistance Program (EAP)
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K