Accounting Specialist in Cumberland, MD at CBIZ

Date Posted: 6/11/2021

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.  

CBIZ has been honored to be the recipient of several national recognitions:  

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top 101 2020 Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA

We are looking for a Specialist who will be responsible for performing the day to day GL accounting and financial reporting and analysis for assigned functional areas.

Essential Functions and Primary Duties:

• Process and reconcile cash receipts from both Clients and Insurance Companies in an accurate and timely manner

• Reconcile statements and issue payments to Insurance Carriers for an assigned segment of business

• Responsible for month end account reconciliations for assigned Balance Sheet accounts for assigned segment of business

• Monthly Bank reconciliations for designated accounts

• Maintain and provide documentation and data as support for Auditors – both internal and external

• Compile and maintain financial records such as journals, ledgers

• Prepare and post journal entries as required to general ledger

• Reconcile and process Outside Broker payments – this involves calculation of commissions due in accordance with relevant Producer contracts, posting expense accrual entries, communicating amounts due and also extensive communication with Producers, Outside Brokers and Management

• Assist with gathering the data necessary in order to provide timely and accurate monthly  forecast information

• Participate in our annual Budgeting process – assist by researching trends, analyzing prior year variances etc. as well as updating the budget software within published timeframes

• Respond to frequent ad hoc requests for data and deliverables from our ancillary systems

• Perform analytical projects for controller and unit leaders on a regular basis

• Assist with Special Projects - E.g. analysis and reformatting of raw data relating to potential Book Purchases.

• Review and Update Fixed Asset Schedule

• Provide detailed reports to Unit Leaders in order to facilitate decision making surrounding T&E

• Research variances, errors or anomalies in work product, escalating to management as appropriate

• Comply with federal, state and company policies, procedures, and regulations

• Assist with the gathering of data for and preparation and maintenance of reports to measure and monitor division and industry metrics

Minimum Requirements:

• High school diploma or GED 

• Bachelor’s Degree or two years of experience on a specialized subject matter

• Must maintain current required licenses and certifications relevant to field of expertise

• Demonstrates the ability to communicate verbally and in writing throughout all levels of
organization, both internally and externally

• Effective customer service skills

• Proficient use of applicable technology

• Ability to work in team environment as well as independently

• Ability to analyze and prioritize multiple responsibilities


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