Finance Reporting Senior Associate | CPA

Private Client Select Insurance Services LLC; Saint Petersburg (FL); On-site; USD 75,000 - 105,000; Full time

Job summary

Private Client Select Insurance Services LLC is seeking a Senior Finance Associate to lead financial reporting, data integrity, and core accounting operations. The role requires collaboration across finance, operations, and external stakeholders, with a focus on accuracy and timely delivery.

Ideal candidates bring public accounting or financial operations experience, CPA active status, and a proven ability to manage complex data, cash handling, and internal controls.

Qualifications

• Experience in accounting/finance roles, preferably in public accounting or Big 4.
• Active CPA certification required.
• Ability to learn and use diverse business software and AI tools.
• Data-savvy with working knowledge of robust financial data.
• Strong project management and ability to balance multiple priorities.
• Professional in presenting to colleagues, executives, and clients.
• Demonstrated accuracy, timeliness, and integrity under pressure.
• Authorized to work in the United States without visa sponsorship now or in the future.

Responsibilities

• Prepare month-end journal entries, reconciliations, and variance analyses.
• Perform period-end close for fiduciary activity in NetSuite.
• Prepare external remittances and reporting for carriers and brokers.
• Work with large data sets across multiple systems to validate and analyze financial information.
• Deliver timely, accurate insights to leadership, investors, and stakeholders.
• Assist in development and documentation of internal controls.
• Collaborate with a team to support growth and development.

Skills

Technical aptitude

Data acumen

Project management

Professional presence

Grit

Precision

Education

CPA (Active)

Public accounting/Big 4 experience

Tools

NetSuite

Job description

Private Client Select Insurance Services LLC is seeking a Senior Finance Associate to lead financial reporting, data integrity, and core accounting operations. The role requires collaboration across finance, operations, and external stakeholders, with a focus on accuracy and timely delivery.

Ideal candidates bring public accounting or financial operations experience, CPA active status, and a proven ability to manage complex data, cash handling, and internal controls.