Accounting Services Team Lead

Raphael and Associates; Rutherford (NJ); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Base salary

Performance-based incentives

Paid time off

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan with company matching

Job summary

Raphael & Associates in Rutherford, NJ is seeking an experienced Accounting Services Team Lead to support back-office accounting operations. You will lead a team responsible for client escrow accounts, funding monitoring, and payments, while delivering detailed client reporting and ensuring data integrity.

The role is in-office, reporting to senior leadership. A Bachelor’s degree in accounting/finance, supervisory experience, and strong Excel skills are required.

Qualifications

• Bachelor’s degree in accounting, finance, business administration.
• Experience in the insurance or financial services industry is strongly desired, especially in accounting/operations/back-office roles.
• Supervisory/Management experience required.

Responsibilities

• Direct team of accounting operations specialists responsible for daily management of client escrow accounts.
• Monitor funding levels and interact with clients to arrange additional funding when necessary.
• Issue checks and other payments (wire transfers, ACH) and provide detailed client reporting.
• Reconcile bank accounts and ensure data integrity in core systems.
• Assist in evaluating internal controls and improving department processes.

Skills

Accounting

Supervisory experience

Excel

Financial reporting

Education

Bachelor’s degree in accounting, finance, or business administration

Tools

Tableau

Job description

Raphael & Associates is a globally recognized third-party claims administrator and independent claims adjusting firm, known for delivering exceptional service. We understand the importance of staying agile in a dynamic market and pride ourselves on tailoring our solutions to meet the unique needs of each client. While the work we do as a claims organization is complex, our mission is clear: to deliver outstanding service, attract and retain top-tier professionals, and leverage industry-leading technology to drive results.

Join Our Team

As a leader in the industry, we offer dynamic and rewarding career opportunities for individuals who are driven to make an impact. Our culture is built on collaboration, innovation, and a shared commitment to excellence. We value professionals who bring creativity, vision, and a proactive, result-oriented mindset.

We are seeking experienced, motivated, and forward-thinking individuals to join our team and contribute to our continued success.

The Opportunity

We are looking for a detail-oriented and technology-savvy Accounting Services Team Lead to support the back-office accounting operations of our growing organization. In this role, you will assist senior leadership in enhancing our processes and procedures which allow us to provide our clients with best-in-class accountingand fiduciaryservices.

This is an in-office position, reporting to the Rutherford, NJ office location.

Key Responsibilities

• Direct team of accounting operations specialists responsible for day-to-day management of client escrow accounts.
• Monitor daily funding levels to ensuresufficientcapacity to issue pending/upcoming payments; interact with clients to arrange additional funding when necessary.
• Issue checks and other payments (wire transfers, ACH).
• Provide detailed client reporting (monthly and ad-hoc).
• Reconcile bank accounts to internal systems.
• Ensure data integrity related to financial records in core systems.
• Respond to client and internal inquiries promptly, professionally, and efficiently.
• Develop client relationships, plan and supervise expectations and deliverables, and be a key client contact.
• Assist clients in accounting and financial reporting needs, including ensuring appropriate resources are being allocated.
• Assist in evaluating and establishing financial reporting internal controls and procedures.
• Assist in the development of enhanced department best practices, processes, tools, and systems to enhance best-in-class approach.

Qualifications

• Bachelor’s degree in accounting, finance, business administration.
• Experience in the insurance or broader banking/financial services industry strongly desired, particularly in a similar accounting/operations/back-office role
• Supervisory/Management experience required.
• Strongoperational skills/process driven mentality.
• Highly organized with an eye for detail.
• Excellentclientservice skills.
• Ability to multi-task and prioritize with minimal oversight.
• Strong excel skills; experience with database tools such as Tableau a plus.

Core Competencies

• Strong organizational and time-management skills with the ability to effectively prioritize multiple responsibilities in a fast-paced environment
• Excellent verbal and written communication skills, with the ability to interact professionally with colleagues, management, clients, and other stakeholders
• Ability to manage multiple tasks simultaneously while meeting deadlines and maintaining a high level of quality

Benefits and Perks

We are an organization that values and recognizes the contributions of our team members. We offer competitive compensation and benefits package commensurate with experience, including base salary, performance-based incentives, paid time off, comprehensive medical, dental, vision, and life insurance, as well as a 401(k) plan with company matching.

Raphael & Associates is an Equal Opportunity Employer. We are committed to building an equitable, collaborative and diverse workforce throughout our organization by providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other legally protected characteristic. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, terminations, promoting, transferring, compensation, benefits, training, leave of absence, and other terms, conditions, and benefits of employment.

The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.