Accounting Manager

JOB TITLE: Manager of Accounting

DEPARTMENT: Accounting

REPORTS TO: CFO

POSITION SUMMARY:  The Manager of Accounting reports to the Chief Financial Officer and is responsible for providing financial and accounting services for the company, assisting in facilitating company reporting to enhance and grow the agency, and overseeing the work of the accounting team.  The Manager of Accounting will be responsible for developing and managing accounting procedures and should be able to adapt to rapid change and embrace technology.   They will work with CCIG’s CRM platform and teams to improve workflows and enhance efficiency throughout the department and organization.  The Manager of Accounting will work closely with CCIG’s commercial, employee benefits, and personal lines departments to provide services in an effective and efficient manner that will ensure that finances are accurate and up to date, client ledgers are precise, and that vendors, brokers, and companies are paid within the established time limits.  Maintaining solid relationships and strong communication with employees, carriers and clients is key to a successful partnership.

KEY RESPONSIBILITIES:

• General Ledger - Review daily journal entries, direct bill transactions and bank reconciliations; process month end close and update balance sheet.  Prepare monthly financial statements for managerial review.
• Accounts Receivable – Review past due balances, assist with collections.
• Accounts Payable – Review accounts payable; setup vendors, brokers and companies; manage vendor relationships, prepare and file annual 1099/1096 reports.
• Review general ledger reconciliations, work with team to clean up outstanding items.
• Process month end close and reports, working in conjunction with the Financial & Planning Analyst and the CFO.
• Reporting – Prepare reports including but not limited to: outstanding receivables, payables, month/quarter/annual reporting and 3rd party requests.  Assist with producing and reviewing monthly & annual producer commission reports; produce semi-annual and annual producer books of business reports; other reports as requested.
• Agency Appointments – Prepare documents/reports necessary to obtain and/or renew an agency appointment as requested.
• Record Management – Filing/scanning of all financial records and manage archiving of Accounting records, pursuant to company policy.
• Process Improvement – Constantly evaluates business processes and procedures to make recommendations and implement changes to optimize the efficiency of our organization.
• Expense Report Management – Manage the administration of Tallie and Bill.com accounts for new hires, terms and review & approval of reports.
• Support/Back up Accounting team as needed in all functions.
• Process Direct Bill Commissions – Apply commission payments to customer accounts.
• Process daily cash receipts, accounts payable, reconciliations, etc. when needed.
• Participate in training to enhance knowledge and skills and remain current with industry changes.
• Prepare annual business plans that support and ensure execution of corporate strategy. 
• Participate in department meetings as well as other meetings as directed.
• Additional duties as assigned

KEY SUPERVISORY RESPONSIBILITIES:

• Provide day-to-day oversight and support to assigned team members. Serve as first point of contact for any questions or concerns.
• Attract and retain the highest quality employees through hiring practices, goal setting, promoting from within, creating reward programs, developing career paths, recommending performance improvement plans, disciplinary action, and terminations.
• Handle escalated service needs, problems or complaints associated with team members, carriers, clients, or advisors.
• Coordinate, recommend, and approve both internal and external training and continuing education at the individual, team, and departmental levels. 
• Embrace and work toward creating a culture of accountability. 
• Interpret reports to measure quality and quantity of employee output in accordance with agency standards and guidelines.  Conduct, and track results of quality audit reviews. Relay findings and provide direct feedback to employees. 
• Contribute to and participate in performance management and reviews including feedback of subjective and objective criteria, improvement goals, and training/education of both soft and technical skills, quality results, hiring, recommendations for promotion, and content of performance improvement plans.
• Participate in and/or host team meetings and promote employee experience through regular and scheduled individual conversations with members of the team.
• Coordinate schedules including management of the work from home program, use of flex time, and monitoring responsible time off, always ensuring adequate staffing. 
• Approve timesheets including approving regular hours, overtime hours, and coordinating responsible time off.

QUALIFICATIONS:

Education:

Work Experience:

• 5 years of related experience and/or training or equivalent combination of education and experience.  Experience within a professional office environment preferred
• CRM/ERM experience is required
• Experience in insurance and/or Applied Epic experience preferred

FUNCTIONAL/TECHNICAL KNOWLEDGE & SKILLS:

• Strong knowledge and proficiency in Accounting software programs; CRM/ERP programs, Microsoft Outlooks, Word, Excel and PowerPoint. 
• Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages and apply concepts of basic algebra.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.   
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Ability to maintain confidential information.
• Strong written, presentation, interpersonal, organizational, time management and communication skills 
• Ability to read and interpret documents and reports. 

SUPERVISORY RESPONSIBILITY: This position has supervisory responsibilities.

WORK ENVIRONMENT: This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, tablets, phones, and multi-function printers. 

COMPENSATION INFORMATION:

• Starting Pay Range: $85,000 to $95,000 (Actual pay will be adjusted based on experience and qualifications)
• Total Compensation = Pay Performance Bonus Benefits
• Exempt 

CCIG OFFERS AMAZING BENEFITS: Affordable and comprehensive health insurance with plan options through Cigna and Principal for dental and vision insurance. A strong work life balance, with a 37.5 hour work week and an exciting summer time off program. A focus on community involvement, wellness for our employees, and continued education; paid volunteer time, gym membership reimbursements, standing desks, paid maternity leave, fresh fruit at the office, and great training programs both internally and externally through CCIG paid courses and designations classes. Competitive pay with performance bonuses. Dress for your day office environment and, most importantly, CCIG has a company culture that can’t be beat with a collaborative, supportive, and fun work environment!