Accountant

MarshBerry is currently seeking an Accountant for our Beachwood, OH office. The Accountant provides accounting support for all of MarshBerry’s entities by processing and reviewing accounting transactions to ensure accuracy and compliance of processes and procedures. The Accountant will assist with process improvement initiatives including, but not limited to, enhancements and management of accounting system, streamlining processes while maintaining effectiveness and efficiency, and developing processes and procedures as well as their ongoing review.

Responsibilities:

• Complete month end closings including, but not limited to, processing transactions, journal entries, account analysis, and reconciliations.
• Responsible for all Accounts Payable including maintaining vendor files, obtaining proper approval for invoices, processing payments, and annual 1099’s.

• Process invoices for payment while ensuring proper approvals and signoffs have been obtained.

• Perform transactions including posting journal entries and balance sheet reconciliations, reviewing general ledger transactions, cash applications and lockbox payments.
• Maintain Fixed Assets including depreciation schedules, properly record new purchases, transfers, disposals, and physical inventories of all locations.
• Monitor Accounting Inbox as well as provide support and recommend solutions for questions or issues received.
• Assist with year-end audit.
• Contribute to ongoing enhancements for the accounting software package, collaborating with IT and business units to continuously improve accounting system reporting capabilities.
• Develop and maintain written documentation and procedures for all processes and assist with maintaining the Accounting Compliance calendar.

• Cultivate and maintain effective relationships with potential internal and external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.

• Other duties and projects as assigned.

Selection Criteria
Education & Experience:

• Bachelor’s degree required in Finance, Accounting, or Business Management. CPA is a plus.
• 1-3 years or more of general accounting experience.

• Proficient with technology including Microsoft Word, Excel, PowerPoint, and Access.
• Experience with accounting and finance software packages. Microsoft Great Plains experience preferred.  
• Professional presentation skills and ability to work with internal and external clients.
• Solid analytical and proactive problem-solving skills; uses techniques to identify and resolve issues in a timely manner and able to make appropriate decisions.
• Maintains confidentiality with proprietary information and all internal and external communications.

Other:

• Solid analytical skills and proactive problem-solving skills; uses techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.

• Accountability: ability to accept responsibility and be accountable for actions and conduct of self and staff.
• Confidentiality: maintains confidentiality with proprietary information and all internal and external communication.
• Team oriented: positive and professional, able to show consideration for and maintain good working relations with coworkers. Remains opens to others’ ideas and exhibits a willingness to try new things.

• Strong written and verbal communication skills with demonstrated creativity with regards to work. Ability to interact with all levels throughout the company.

• Exceptional organizational and time management skills; uses systematic methods to perform work and ability to recommend or create new work methods or procedures.
• Detail-oriented: pays a high degree of attention to details and accuracy of all tasks performed.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:

• Crain’s Best Employers in Ohio
• The Nation’s Best and Brightest in Wellness
• North Coast 99
• Top Work Places – The Plain Dealer
• Weatherhead 100
• West Michigan’s Best and Brightest Companies to Work for

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.