Demo

Staff Accountant

Heffernan Insurance Brokers
Walnut Creek, CA Full Time
POSTED ON 3/29/2025
AVAILABLE BEFORE 5/29/2025

Objective:

We are seeking a detail-oriented and self-motivated Staff Accountant to join our dynamic Finance team. The Staff Accountant will have a strong working knowledge of US GAAP and be responsible for participating in the month-end close process, including preparing journals entries, balance sheet reconciliations, variance analysis and assisting in month end reporting. The ideal candidate will have the ability to work in a fast-paced environment with multiple deadlines. This position requires an individual who is deadline-oriented and flexible.

 

Responsibilities Include:

  • Conduct monthly, quarterly, and annual reporting under US GAAP (including balance sheet reconciliation, ensuring appropriate support).
  • Prepare month-end journals including banking, various accruals, and other company transactions, based on review of supporting reconciliations and schedules.
  • Produce and present departmental financial analysis reports to support KPI & budgetary control.
  • Partnering with the accounts payable, accounts receivable, company payables, FP&A and payroll teams to resolve variances or discrepancies.
  • Assist in financial audits and prepare audit schedules.
  • Assist with purchase entry related to M&A activity and update adjustments for future earn out calculations.
  • Oversee the accounting and amortization of intangible assets.
  • Maintain a strong control environment and contribute to the continuous improvement of processes automation and standardization.
  • Develop and maintain accounting policies and procedures.
  • Other projects and duties as assigned.

 

Requirements:

  • Education; High School graduate/GED. Bachelor’s degree in finance, accounting, or related preferred.
  • Minimum two (2) years of proven work experience in a financial accounting role.
  • Actively pursuing CPA license, or interest in obtaining preferred.
  • Intermediate Microsoft Excel skills: Workday Office Connect is a plus.
  • Effective verbal and written communication skills required.
  • Demonstrate attention to detail to ensure accurate financial data.
  • Strong interpersonal skills necessary to collaborate within, and, outside of the Finance Team.
  • Must possess a positive attitude and the ability to prioritize and multi-task in a fast-paced environment.
  • Demonstrate initiative and the ability to work independently.
  • Must embody the Heffernan core values (Habits) as referenced herein.

 

Compensation:

The salary range for this position is $70,000 to $80,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.

 

Heffernan Habits (Expectations):

These are practices that represent our unique employee culture.

  • Smooth The Path And Be RespectfulBeing respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
  • Do GoodThis is our core. We strive to do good for our clients, our company and our communities.
  • Know Your Clients And Foster RelationshipsTake the time to listen and learn. Build, maintain, and enhance the connections you make every day.
  • Have FunTake the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.
  • Answer The Phone (And Email)Be available and responsive to clients and colleagues.
  • Be Humble And Own ItWe all make mistakes – what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
  • Celebrate And Value Our DifferencesWe strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.  

 

Working Conditions:

  • Work environment may be indoors, sitting at a desk or standing for extended periods of time.
  • Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
  • This position may require flexibility to work hours outside of a regular schedule. Intermittent remote work is an option.

Salary : $70,000 - $80,000

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