Accounting - Financial Analyst

November 22

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Unified Growth Partners

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broker • agent • health plan services • medicare • MAPD

11 - 50 employees

⚕️ Healthcare Insurance

👥 B2C

☁️ SaaS

Description

• Conduct daily financial operations, ledger maintenance, accruals, and timely reconciliations using Excel, QuickBooks and NetSuite. • Examine financial documents and reports for discrepancies to uphold accuracy. • Produce comprehensive financial statements including income statements, balance sheets and cash flow statements. • Provide proactive analytical insights into financial reporting and operations to support business decisions. • Contribute to monthly, quarterly, and annual reporting, ensuring accuracy and timeliness. • Assist with forecasting and budgeting to shape financial foresight. • Play an integral role in implementing ERP systems, establishing a solid framework for our fiscal activities. • Identify opportunities to improve financial processes and systems. • Support internal and external audits, ensuring integrity and compliance. • Provide ad-hoc reports as needed. • Strictly adhere to all regulations and company policies. • Process bi-monthly payroll for both exempt and non-exempt.

Requirements

• A bachelor’s degree in Accounting, Finance, Math, Business Administration or related area. • At least four years of experience in accounting or finance. • Familiarity and experience with ERP systems. • Strong proficiency in Excel. • Strong proficiency in QuickBooks and NetSuite or similar accounting software. • Experience in general ledger functions and the month-end/year-end close process. • Familiarity with financial statements and accounting reports preparation. • Practical knowledge of implementing ERPs and undergoing audits. • Excellent problem-solving and critical thinking abilities. • Excellent attention to detail. • Strong communication and presentation skills to convey data findings to non-technical stakeholders. • Finance experience with an insurance brokerage is preferred.