Senior Accountant
📋 Role Overview & Responsibilities
The ideal candidate will have substantial exposure to monthly closing processes, forecasting and budgeting, and posting journal entries. They will be organized and approach each issue with an analytical mindset. Reporting To: Chief Accounting OfficerLocation: Prairieville, LAJob Type: Full Time
Purpose of JobUpstream Holdings primarily manages Upstream Life Insurance Company. There are several other related entities structured under the holding company which require additional support. Currently, Upstream Life offers fixed annuity products through independent brokers. The focus of this role is to support the successful build-out of the company through sound financial reporting.
We are seeking a qualified individual who can assist the CAO and department staff with a wide array of corporate accounting and financial reporting tasks including account reconciliations for multiple entities, prepare and record journal entries, manage and reconcile A/P, assist with STAT financial statement preparation, and other related accounting functions. The applicant must possess effective communication skills for reporting to various regulatory bodies, external auditors, actuaries, and upper management. The applicant is expected to have a strong work ethic, be self-motivated, be detail oriented, have the ability to adapt in a fast-paced environment, and collaborate with various staff and/or departments as applicable.
ResponsibilitiesMaintain and balance accounts by verifying, allocating, and posting transactions and reconciling entriesPrepare financial reports by collecting, analyzing, and summarizing account information and trendsManage balance sheets and profit/loss statementsDocument financial transactionsAssist with monthly, quarterly and annual closingsPrepare information for outsourced tax and audit purposesComply with financial policies and regulations
Desired ExperienceMinimum of 3 years of experience as an accountant preferably with an insurance companyKnowledge of statutory accounting regulations and procedures, including Generally Accepted Accounting Principles (GAAP).Hands-on experience with Microsoft Business Central 365 or DynamicsMicrosoft Office 365 experience especially in Excel including formulas, formatting, and pivot tablesExperience with internal controls and documenting accounting proceduresOrganizational skills with a strong attention to detailExcellent written and verbal communication skillsCritical thinking and problem-solving skills
Education: Bachelor’s degree in Accounting or Finance with 3 years experience
Benefits offered:Competitive salaryPaid time offBanking holiday scheduleEmployee coverage for Health, Dental, Vision, & Life insurance employer paid401K retirement plan with up to 4% employer matchParental/Bereavement/Jury Duty leaveWellness ProgramIncentives & BonusesContinuing education allowancePhone stipend
Compensation will be based on market comparison and experience.
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This position is located in Prairieville, LA with potential relocation and sponsorship assistance depending on candidate qualifications.
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