Client Accounting Manager

Visa Hunt; United States; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

401(k) with employer matching

Discretionary PTO / Paid Time Off

Paid holidays

Life insurance

Short/long-term disability

Job summary

Davies North America is seeking a Client Accounting Manager to lead the Claims Accounting Department, ensure efficient daily operations, and deliver accurate financial reporting to clients. The role collaborates with Operations Leaders and HR to optimize workflows, review timecards, and adjust workloads as needed.

The ideal candidate has 5–7 years of accounting supervision, a college degree in accounting, and CPA credentials.

Qualifications

• 5-7 years’ accounting and supervision experience.
• Bachelor’s degree in accounting; CPA preferred.
• Strong communication skills, both oral and written.
• Excellent customer service and supervisory skills.
• Strong organizational and time management abilities.
• Advanced in Excel, Word, and related software.

Responsibilities

• Oversee daily operations of the Claims Accounting Department.
• Partner with Operations Leaders and HR on workflows and timecard review.
• Adjust workloads to maintain productivity and quality standards.
• Prepare monthly financial statements and reporting for clients.
• Manage Accounts Receivable and Accounts Payable transactions.
• Oversee provider database maintenance and W‑9 collection.
• Oversee all aspects of client bank account funding.
• Lead data analysis in Access/Excel and support reporting needs.
• Supervise, train, and develop Accounting Coordinators.

Skills

Accounting supervision

Advanced Excel

Strong communication

Customer service

Organizational skills

Confidential information handling

Education

Bachelor's degree in accounting

CPA

Tools

Microsoft Word

Job description

Our Story

Imagine being part of a team that’s not just shaping the future but actively driving it. At Davies North America, we’re at the forefront of innovation and excellence, blending cutting‑edge technology with top‑tier professional services. As a vital part of the global Davies Group, we help businesses navigate risk, optimize operations, and spearhead transformation in the insurance and regulated sectors.

What's in Store

We are on the lookout for a Client Accounting Manager to join our team. As the Client Accounting Manager, you will be responsible for the leadership of staff and department production in the Claims Accounting Department to ensure day‑to‑day operations, including general support responsibilities related to claims functions servicing Davies North America Shared Services.

Key Responsibilities

• Serve as the working leader overseeing the daily operations of the Claims Accounting Department to ensure efficient workflow, accuracy, and timely completion of all tasks.
• Partner with Operations Leaders and HR to support department leadership functions, including monitoring daily workflows, performance management, attendance tracking, scheduling, and timecard review.
• Adjust workloads as needed to maintain productivity, service levels, and quality standards.
• Prepare monthly financial statements and related reporting for clients, as well as other financial documents requested by internal or external stakeholders.
• Support the Operations Leaders with preparation of Corporate financial statements.
• Work directly with client financial auditors and present financial statements at client board meetings.
• Process and review Accounts Receivable and Accounts Payable transactions, including invoices, cash receipts, vouchers, and other financial entries.
• Oversee provider database maintenance, including data entry, updates, W‑9 collection, verification through government websites, additions, and deletions.
• Oversee all aspects of client bank account funding, including daily fund review, request processing, and ongoing tracking.
• Manage and analyze Access and Excel databases, ensuring accuracy and integrity of accounting data.
• Build, maintain, and update Excel spreadsheets and reporting tools to support decision‑making and operational needs.
• Provide scheduled and ad‑hoc detailed check reports and other customized financial or operational reports based on customer specifications.
• Supervise, train, mentor, and develop Accounting Coordinators to build a high‑performing and engaged team.
• Review and ensure quality and accuracy of work prepared by Accounting Coordinators.
• Support departmental growth through ongoing improvements in processes, efficiencies, workflows, and systems.
• Identify, recommend, and support implementation of efficiencies and automation opportunities within Claims Accounting.
• Participate in innovation initiatives, process improvements, and automation projects assigned by the AVP of Claims Management.
• Support various special projects, departmental initiatives, and other assignments as directed by management.
• Perform additional duties assigned to meet the needs of the business.

Skills, knowledge & expertise

• 5-7 years’ experience working in accounting and supervision
• Must have college degree in accounting and/or CPA
• Strong communication skills, both oral and written
• Excellent customer service and supervisory skills
• Good organizational and time management skills
• Good computer skills. Advanced in Excel, Word and other software programs as needed (may require taking outside classes if necessary)
• Must have the ability to handle confidential information

Equal Employment Opportunity & Legal Notices

Benefits

At Davies North America, we are dedicated to supporting the well‑being and future of our qualifying employees. Our comprehensive benefits package includes:

• Medical, dental, and vision plans to support your health and that of your family
• A 401(k) plan with employer matching
• Time‑off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non‑exempt employees
• Paid holidays
• Life insurance and short‑term and long‑term disability coverage

Benefit offerings, eligibility, and required employer contributions may vary based on role, classification, and applicable federal, state, and local laws, including those tied to an employee’s primary work location.

Where required by law, the Company provides paid sick leave, paid family and parental leave, and other mandated benefits in accordance with applicable state and local requirements.

Diversity and Inclusion

Davies is dedicated to fostering a diverse and inclusive workplace that embraces a wide range of perspectives and experiences. We believe that diversity of thought is essential for innovation and creativity, and we actively promote an environment where all voices are valued and heard.

Compensation Transparency

The salary range listed reflects the full compensation band for this role across all locations. Actual compensation will be based on factors such as skills, experience, qualifications, and geographic location, which may impact the final offer. We share ranges to remain transparent and consistent with pay equity practices.

Background Check & Fair Chance Compliance

Any background check or review of criminal history, if applicable to the role, will be conducted only after a conditional offer of employment and in compliance with applicable federal, state, and local laws, including fair‑chance hiring requirements.

Massachusetts Notice

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

AI Policy

At Davies, we value authentic conversations and a fair candidate experience. While candidates may use AI and technology tools to prepare for interviews, we expect interview responses and assessments to reflect each individual's own experience, knowledge, and professional judgment.

We do not use sites like Facebook, Craigslist, or Telegram to recruit or interview potential employees or contractors.