Senior Staff Accountant - M&A

September 15

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Risk Strategies Company

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Insurance • Brokerage • Property & Casualty • Employee Benefits • High Net Worth

5001 - 10000

Description

• Responsible for assisting the Corporate Accounting Manager-M&A with onboarding new acquisitions • Prepare proforma income statements and templates for new acquisitions • Prepare uploads of historical financial results into D365 for reporting • Prepare presentations for onboarding new acquisitions • Prepare calculations needed based on purchase agreement requirements • Transition legacy corporate card activity to new payment method • Track and maintain onboarding checklist and reference notes • Collect data needed for standard training modules • Review, research, and deep dive into acquisition financial information • Attend due diligence meetings and work with necessary teams • Assist M&A Corporate Accounting Supervisor with leading acquisition onboarding meetings • Work with acquisition offices to understand workflow and suggest recommendations • Support acquisition offices in coding expenses to corporate general ledger codes

Requirements

• Minimum of 3+ years of accounting experience • Accounting degree required • Possess excellent verbal and written communication skills • Ability to think critically and make recommendations to solve problems • Demonstrate proficiency in computer applications, esp. Microsoft Office Suite and comfort working in a paperless environment • Exceptional organization and time-management skills • Self-starter, professional and assertive • Willingness to learn and be inquisitive • Ability to handle a fast-paced, challenging work environment

Benefits

• medical • dental • vision • disability • life • retirement savings