Intermediate Accountant

Business Title:   Intermediate Accountant 

Department: Accounting                               Job Status: Full-time/Salary

Reports to:  Controller                                                                     Amount of Travel:   None     

HomeFirst® Agency is a leading insurance agency offering a wide range of insurance products from nationally known insurance companies to protect your home, property and life. We strive to help customers find the right insurance products to fit their needs at competitive rates. Located in Maryville, Tennessee, we offer homeowners insurance to customers nationwide, and insurance to protect your other property and life in select states. For over 20 years, we have helped customers with their insurance needs. Today, we have more than 180,000 customers.

The Intermediate Accountant details account analysis and financial activities. This role collaborates with the team for process enhancements, financial reporting, and other special projects. The individual works with other accounting teams, business units and management to ensure accurate data is reported throughout all systems, financial statements and reporting. The Intermediate Accountant reports to the Controller and is significantly involved in financial statements preparation, financial reviews, and various quarterly presentations.

Financials/Monthly Close Tasks

• Reconciles, reviews and analyzes data from carrier close reports, updates summary/breakout files and makes entries.
• Completes monthly roll and updates month end financial files.
• Reviews various claims reserve balances and works with management to true up reserves.
• Reviews unearned and earned premiums to ensure compliancy with accounting standards.
• Processes payment to/from carriers and enters corresponding entries.
• Compiles and reviews financial highlights and executive summary files and send to Clayton management
• Completes/updates various monthly end financial files and consolidated financial reports.

Accounting Operations

• Reviews all invalid and unprocessed subledger transactions ensuring data integrity and compliance.
• Reviews rule maintenance in subledger systems to ensure that processes are accurate and efficient.
• Works on systems enhancements, as assigned to validate they are completed and tested timely.
• Builds, using various Oracles tools, financial reports for the accounting team and HFA management.
• Processes and image bond requests from all Clayton business units
• Reconciles, ages and researches claims checks and updates various end of month claims reporting files.
• Reconciles cash and holding accounts, researches aged items and requests refunds as needed.

Quarterly/Annual Tasks

• Compiles various reporting and data analyzation for claims/agency management.
• Assist Controller and outside auditors with the company’s standalone year-end financial audit.
• Works with accounting team and agency management to compile 10-year budget in Oracle.

Other Duties as Assigned

This job description is not an exhaustive list of all the functions that a team member and other duties may be assigned.

Please list the minimum requirements (i.e., level of education, years of related experience, certifications/licenses (if applicable) and knowledge, skills, abilities) needed to perform competently in this position.

QUALIFICATIONS:

• Education: Bachelor’s degree in Accounting, Finance or related field required
• Experience: 2-4 year of experience required
• Basic knowledge of Generally Accepted Accounting Principles (GAAP)
• Experience with Excel, including formulas and advanced features
• Querying skills, knowledge of Sequel ViewPoint, Enterprise Data Warehouse (EDW), AS400, Accounting related ERP System a plus
• Ability to logically understand query results and analyze data effectively and efficiently
• Open to receive and implement feedback
• Attention to detail, organizational and problems solving skills, and the ability to manage deadlines
• Ability to work in a team environment and also work independently
• Motivated and self-starter
• Good sense of urgency and follow up
• Ability to manage multiple and/or conflicting responsibilities
• Quality minded
• Ability to communicate effectively and efficiently via phone, email, and person to person
• Ability to work both in-office and remotely.

PHYSICAL DEMANDS:

• Must be able to remain in a stationary position 75% of the time.
• Constantly operate a computer and other office productivity machinery, such as a telephone, calculator, copy machine, and computer printer.
• Must be comfortable with various forms of communication including but not limited to person to person, email, Teams, over the phone, and Zoom.
• Must be able to exchange accurate information at all times.
• Will work in a state-of-the-art indoor temperature controlled, sealed window office environment.

BENEFITS:

• Medical and Dental Plan with Prescription Coverage and Vision
• Competitive benefits including 401(K) includes 100% company match of the first 4%
• Paid time off days (PTO), maternity/paternity leave, and holidays
• Community involvement including Volunteer Paid Time Off (VTO)
• Tuition Assistance for your first degree
• Enjoy coming “home” to our brand new, state-of-the-art Home Office equipped with onsite fitness facility with full gym, workout classes, volleyball and basketball courts, ping-pong, disc golf course, and onsite restaurant
• Wellness programs that focus on emotional, social, spiritual, intellectual, environmental, physical, and financial well-being
• Collaborative and energetic work environment
• Professional development and promotion opportunities
• Competitive bonus programs
• Enjoy flexibility with this Campus Flex position! This hybrid work style offers 2-3 days of remote work and 2-3 days in the office

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