Accounting Manager

Job Summary: The Staff Accountant will be responsible for collaborating on various accounting tasks, including accounts receivable, accounts payable, commissions, and general ledger entries. This role requires a high level of accuracy, strong analytical skills, and the ability to work collaboratively with other departments.

Key Responsibilities

• Accounts Receivable and Accounts Payable: Manage all accounts receivable and accounts payable functions.
• Agent Commissions and Incentive Programs: Process agent commissions and in-house incentive programs.
• Carrier Correspondence: Handle correspondence with carriers regarding commissions.
• Assist with Commission Audits: Audit commission statements against actual production using various incentive structures.
• Error Resolution: Research and correct all carrier errors on commission statements.
• Report Management: Assist in organizing, scanning, and file all commission reports.
• Assist with Commission Structures: Review and advise the President on commission structures, contracts, and amendments from carriers.
• Side-Deals Tracking: Track all side-deals and work closely with the President for all side-deal payouts.
• Renewal Audits: Audit and check for discrepancies in renewals of past production.
• Disenrollment Audits: Audit and check for rapid disenrollments.
• Commission Payments Backup: Ensure all commissions are paid to the proper company, bank account, and Tax ID.
• Downline Audits: Conduct audits on downline agents’ commissions and renewals.
• Agency Bloc Updates: Update Agency Bloc features and add/revise/delete fields.
• Internal Incentive Structures: Create, review, complete, send, track, reconcile, and manage payouts on internal incentive structures.
• Application Processing: Work with administrative staff to ensure applications are processed correctly to avoid commission errors.
• Database Management: Work closely with the Marketing Systems Specialist for existing database lost clients.
• Reconciliation: Responsible for reconciliation of purchased books of business.
• Third-Party Payments: Manage third-party payments such as rent, AT&T, SDG&E, partner and lead sourcing, etc.
• Data Management: Enter data, update, and create spreadsheets/profiles using Microsoft Office programs.
• Bookkeeping: Perform bookkeeping for both My Senior Health Plan and Financial Grade, utilizing software programs such as QuickBooks in preparation for end-of-year taxes and audits.
• Process Development: Work closely with the CEO and Director of HR & Administrative Operations to develop or edit processes related to commissions, AP, AR, and general ledger.
• Assist with additional duties or projects as needed by management.
• Reconcile and audit bi-weekly payroll.
  
  

Qualifications

• High school diploma with 5 years of related experience in compliance and/or auditing, or a university degree in Finance or Accounting with 3 years of related experience, or an equivalent combination of education and experience.
• Proficiency in Microsoft Office including Excell, Word, and PowerPoint.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• High energy, positive attitude, attention to detail, and dependability.
  
  

Competencies

• Analytical thinking and data synthesis.
• Effective problem-solving and project management.
• Strong technical skills and continuous learning.
• Exceptional customer service and interpersonal skills.
• Clear and persuasive oral and written communication.
• Teamwork and collaboration.