Accounting Services Team Lead — Back-Office & Client Reporting

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

Benefits offered by this job

Competitive compensation

Performance-based incentives

Paid time off

Medical, dental, vision, and life保险

401(k) with company matching

Job summary

Raphael & Associates, a globally recognized third-party claims administrator, seeks a detail-oriented Accounting Services Team Lead to support back-office operations. Lead a team handling escrow accounts, funding coordination, and client reporting from our Rutherford, NJ office.

The role emphasizes process improvement, internal controls, and building strong client relationships while delivering fiduciary services and ensuring data integrity across core systems.

Qualifications

• Bachelor's degree in accounting, finance, or business administration.
• Experience in the insurance or financial services back-office role preferred.
• Supervisory/Management experience required.

Responsibilities

• Direct team of accounting operations specialists responsible for day-to-day management of client escrow accounts.
• Monitor daily funding levels and interact with clients to arrange 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 and ensure data integrity.
• Assist in evaluating and establishing financial reporting internal controls and procedures.
• Develop enhanced department best practices, processes, tools, and systems.

Skills

Supervisory experience

Management skills

Excellent client service

Multi-tasking / prioritization

Organizational skills

Communication skills

Advanced Excel

Tableau

Education

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

Tools

Excel

Tableau

Job description

Raphael & Associates, a globally recognized third-party claims administrator, seeks a detail-oriented Accounting Services Team Lead to support back-office operations. Lead a team handling escrow accounts, funding coordination, and client reporting from our Rutherford, NJ office.

The role emphasizes process improvement, internal controls, and building strong client relationships while delivering fiduciary services and ensuring data integrity across core systems.