Accounting Manager

Job Description

We are a prominent insurance agency with multiple offices in Ashburn, Virginia, offering a broad range of insurance products and services tailored to meet the unique needs of our clients. Our team of skilled professionals is committed to delivering exceptional customer service and helping clients find optimal insurance solutions.

We are currently seeking an experienced and detail-oriented Accounting Manager to join our Ashburn office. In this role, you will working closely with the Accounting Director and team to ensure efficient operations in areas such as auditing, compliance, agency billing, accounts payable (AP), and accounts receivable (AR). The ideal candidate will be highly organized, able to multitask effectively, and possess a solid understanding of accounting and bookkeeping principles.

Responsibilities:

• Assist the Accounting Director with daily tasks, including data entry, reconciliations, and financial reporting.
• Cross-train in various accounting functions within the department.
• Assist with commission downloads and payments.
• Conduct audits and ensure compliance with financial regulations and industry standards.
• Support the management of accounts payable and receivable processes.
• Prepare and process invoices and payments.
• Perform regular checks to ensure accuracy and consistency of account records.
• Process payroll using ADP.
• Aid the Accounting Director in preparing financial statements, budgets, and tax filings.
• Stay updated on relevant industry laws and regulations.
• Communicate with insurance carriers to resolve any discrepancies or issues.
• Provide support in overseeing the accounting team.

Preferred Qualifications:

• Experience in insurance accounting is preferred.

Job Type: Full-time

Benefits:

• 401(k)
• Dental Insurance
• Health Insurance
• Life Insurance
• Paid Time Off
• Vision Insurance

Schedule:

• Monday to Friday

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Job Summary:

Responsible for various accounting tasks, such as invoice processing, vendor communication, and payment processing. 

• Software: MUST have solid Concur experience

Job Responsibilities:

Concur Expense, Invoice and Travel System:

• System Configuration: Configuring and maintaining the Concur system to meet specific needs of Company, including expense categories, travel policies and approval workflows

• User Management: Managing user accounts, setting up access permissions and providing training and support to users

• Expense Report Management: Overseeing the submission, review and approval of expense reports, ensuring that they comply with company policies and are processed in a timely manner

• Invoice Processing: Overseeing the accuracy of A/P Data capture and Vendor payment, coding and entering appropriate GL accounts and submission for approval

• Data Management: Assist in maintaining accurate and up-to-date data within the Concur system, including vendor information, employee profiles and expense data

Sapiens Pro Financial AP System:

• Process insured refunds including verifying approval, coding and accuracy

• Print and mail checks

Other responsibilities:

• Collect W-9 for new vendors and build and maintain vendor files

• Collect and verify vendor ACH/Wire information

• Research and resolve Accounts Payable issues with vendors and customers

• File and scan related Accounts Payable documentation into Imaging system

• Responsible for uncashed checks (Unclaimed Property/Escheat function)

• Generate and mail insured Account Receivable invoices

• Review Accounts Receivable aging report to identify insured refunds and service fee write-offs

• Assist in preparing and filing 1099’s at year end

• Assist with insured billing and account inquiries

• Special projects as assigned

Education & Experience:

• Bachelor’s Degree (Accounting or Finance preferred) or equivalent work experience

• Minimum 2+ years of experience in accounts payable.

• Previous experience with Concur software required.

Required Aptitudes and Skills:

• Computer literate, including Word, Excel and Oasis system.

• Demonstrated experience with computer based accounting systems

• Outstanding organizational skills, analytical skills, time management and prioritization abilities.

• Demonstrated dedication with the ability to lead projects from origin through execution.

• Basic understanding of Insurance Industry accounting and terminology

• Ability to learn and should be able to thrive in a high growth, dynamic environment.

• Effective interpersonal skills, both oral and written.

Hiring Range: $55K - $70K
Hybrid; in-office  Tu/Th each week and remote other days

Benefits:

· 100% for employee (buy-up option for PPO plans), 50% for dependents (vision at 100%)

· Medical, dental, vision, life insurance, and disability insurance

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