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Staff Accountant/Analyst in GA, Alpharetta at CBIZ

Date Posted: 6/14/2019

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities 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, including 2018 America's Best Mid-Size Employers by Forbes, 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. By offering this range of services, we are able to help clients eliminate the inefficiencies associated with the use of multiple vendors. Ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER), we have approximately 1,500 professionals in 75 offices nationwide. Clients in a wide array of industries rely on us for national-caliber expertise and technical depth combined with highly personalized, local service.

Staff Accountant/Analyst: Responsible for performing the day to day GL accounting and financial reporting and analysis for assigned functional areas.

Essential Functions and Primary Duties

  • Provide substantial support for the Property & Casualty Producer and Outside Broker commission payable process – this involves calculation of commissions due in accordance with relevant Producer contracts, posting expense accrual entries, communicating amounts due to payroll 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
  • Responsible for P&C Division month end account reconciliations for assigned Balance Sheet accounts
  • Assist with Special Projects - E.g. analysis and reformatting of raw data relating to potential Book Purchases.
  • Monthly P-Card review
  • Review and Update Fixed Asset Schedule
  • Perform Monthly Bank Reconciliation Reviews
  • Review and provide secondary approval in Filebound system for A/P items greater than $5k
  • Provide detailed reports to Unit Leaders in order to facilitate decision making surrounding T&E
  • Provide necessary revenue confirmation to facilitate CPAYZ process
  • Compile and maintain financial records such as journals, ledgers
  • Prepare and post journal entries as required to general ledger
  • Assist with maintaining support documentation for auditing purposes
  • 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

Preferred Qualifications

  • Insurance industry experience

Qualifications Required

  • Bachelor’s degree in Accounting, Finance or relevant field
  • Three to five years of functional accounting experience
  • Proficient use of applicable technology – advanced excel skills required.
  • Able to work in team environment
  • Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally.
  • Ability to set priorities and manage work flow to ensure efficient, timely, and accurate deliverables
  • Advanced problem solving and critical thinking skills

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