Finance Associate

The Juris Agency; Newton (KS); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Life Insurance

Mon-Fri Schedule

Career Growth Opportunities

BCBS Health Insurance

Employer Paid Short Term Disability

Hands on Training

Retirement Plan

FSA/HSA/Dependent Care Spending Acct.

Critical Illness Insurance

Bereavement Leave

Employee Assistance Program

Cancer Insurance

Accident Insurance

YMCA Discount Membership

Paid Holidays

Job summary

The Juris Agency in Kansas is seeking a Finance Associate to support accounting and finance functions, ensuring timely processing of financial transactions and providing analytical support for reporting, budgeting, and decision-making.

The ideal candidate is highly analytical, detail-oriented, technologically proficient, and capable of bridging operational accounting with corporate finance through reporting, dashboards, and planning initiatives.

Qualifications

• Bachelor’s degree in accounting, finance, business administration, economics, or related field.
• 1–5 years of accounting, finance, or financial analysis experience.
• Experience with accounting software/ERP systems preferred.
• Advanced Excel skills; Power BI or similar reporting tools is a plus.

Responsibilities

• Process, record, and reconcile financial transactions accurately and timely.
• Prepare monthly financial dashboards and management reports.
• Monitor KPIs and assist with budgeting and variance analysis.
• Support month-end and year-end closing activities.
• Maintain complete and accurate financial records.

Skills

Analytical thinking

Attention to detail

Strong communication skills

Data analysis & reporting

Education

Bachelor’s degree in accounting/finance/Business Admin/Economics

Tools

Microsoft Excel

Power BI

ERP systems

Job description

Job Description

The Finance Associate supports the organization's accounting and finance functions by ensuring the timely and accurate processing of financial transactions while providing analytical support for financial reporting, budgeting, performance measurement, and strategic decision-making.

This position serves as a bridge between accounting and finance, combining responsibility for core accounting processes with opportunities to perform financial analysis, develop management reports, monitor key performance indicators, and support business planning initiatives. The ideal candidate is highly analytical, detail-oriented, technologically proficient, and interested in developing a broad understanding of both accounting operations and corporate finance.

Benefits

• Paid Time Off (PTO)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Mon-Fri Schedule
• Career Growth Opportunities
• BCBS Health Insurance
• Employer Paid Short Term Disability
• Hands on Training
• Retirement Plan
• FSA/HSA/Dependent Care Spending Acct.
• Critical Illness Insurance
• Bereavement Leave
• Employee Assistance Program
• Cancer Insurance
• Accident Insurance
• YMCA Discount Membership
• Paid Holidays
• Life Insurance

Responsibilities

Duties & Responsibilities Accounting

• Process, record, and reconcile financial transactions accurately and timely.
• Process and record bank deposits received via check, ACH, wire transfer, lockbox, and electronic payment platforms.
• Process and record payments to insurance carriers, brokers, producers, premium finance companies, vendors, and other business partners.
• Reconcile agency bill and direct bill receivable and payable accounts.
• Reconcile commission statements, producer payables, broker payables, and other accounting subledgers.
• Assist with month-end and year-end closing activities.
• Support the preparation and maintenance of complete and accurate financial records.
• Research discrepancies, investigate accounting issues, and recommend appropriate resolutions.
• Assist in documenting and improving accounting processes and internal controls.
• Collaborate with the accounting team to ensure timely completion of daily, monthly, and annual accounting responsibilities.

Financial Planning & Analysis

• Support the preparation of financial statements, including balance sheets, income statements, cash flow statements, and related schedules.
• Assist in preparing monthly financial dashboards and management reports. Compile, organize, and analyze financial and operational data for management reporting.
• Monitor and report key performance indicators (KPIs) across the organization.
• Assist with annual budgeting, departmental budget tracking, and variance analysis.
• Perform ad hoc financial analyses, including revenue, profitability, expense, and cost analyses.
• Prepare recurring sales reports and business performance analytics.
• Assist with contingent revenue forecasting, auditing, reconciliation, and analysis.
• Support long-range financial planning and forecasting initiatives.
• Participate in identifying trends and providing data-driven recommendations to leadership.
• Compile data for annual business valuations, lending requests, and financial due diligence.
• Prepare and submit financial information for industry benchmarking and survey participation, including agency benchmarking programs and industry association surveys.
• Maintain corporate financial records and assist with corporate document management.

Requirements

Preferred qualifications include:

• Bachelor’s degree in accounting, Finance, Business Administration, Economics, or a related field.
• One to five years of accounting, finance, banking, auditing, or financial analysis experience.
• Experience with accounting software, ERP systems, or agency management systems preferred.
• Advanced proficiency in Microsoft Excel; experience with Power BI or other reporting tools is a plus.

Skills and Abilities

• Strong understanding of accounting principles and financial reporting.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent attention to detail and organizational abilities.
• Advanced Microsoft Excel skills, including formulas, pivot tables, and data analysis.
• Ability to work with large datasets while maintaining accuracy.
• Ability to learn new accounting, reporting, and business intelligence software quickly.
• Strong written and verbal communication skills.
• Ability to prioritize multiple projects and consistently meet deadlines.
• High degree of integrity and ability to maintain confidentiality.
• Demonstrated initiative and continuous improvement mindset.
• Ability to work independently while collaborating effectively with cross-functional teams.