Role Description
This position is responsible for managing agency and financial systems including Epic, Concur, JDE, etc. and related reporting tools. Key responsibilities include:
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Managing all testing, integration, conversion, support and reporting of financial systems.
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Serving as key liaison to Applied Systems and other vendors for all finance and accounting aspects including product design, reporting and production support.
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Managing all system processes including production support for accounting issues and follow-up/tracking with Applied Systems.
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Gathering/documenting reporting requirements based upon agency management system data and related systems.
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Proactively leading and coordinating tasks for conversions with the merger and acquisition integration team.
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Managing staff, providing direction, setting goals, and ensuring that overall department goals are attained.
Qualifications
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Required: Bachelor's degree (Accounting/Finance).
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Minimum of 8 years general accounting experience and/or minimum 6 years of insurance brokerage accounting experience required.
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Strong accounting process knowledge and understanding of G.A.A.P.
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Excellent Microsoft Excel Skills including advanced formula usage.
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Preferred: Minimum 6 years supervisory experience preferred.
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Exceptionally strong analytical and problem solving skills.
Requirements
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Ability to motivate, influence and lead others.
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Self-direction and inner drive to achieve timely and accurate results.
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Demonstrated customer service focus.
Benefits
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Competitive compensation.
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Comprehensive benefits programs designed to support your well-being.
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Career development opportunities and ongoing learning.
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A collaborative, people-first culture with accessible leadership.
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The opportunity to do meaningful work with global reach and local impact.