Financial Reporting Manager

PDCM Insurance Inc.; Fort Washington (PA); Remote; USD 120,000 - 140,000; Full time

Job summary

Join a rapidly growing insurance services firm as a Financial Reporting Manager. This fully remote role offers the chance to lead the preparation of consolidated financial statements and ensure compliance with US GAAP. You will collaborate with external auditors and oversee critical financial processes. The company values flexibility and offers a competitive salary along with comprehensive benefits, including medical, dental, and vision coverage. If you are an experienced accounting professional looking for a dynamic and supportive work environment, this opportunity is for you.

Benefits

Medical, Dental, and Vision Benefits

Flexible Spending Account (FSA)

Health Savings Account (HSA)

Company paid Short-Term Disability

Company paid Long-Term Disability

Paid holidays

Personalized PTO

401 (k)

Qualifications

• 5-8 years of relevant accounting experience in public accounting or insurance.
• Experience in business valuations and ASC 606 revenue recognition.

Responsibilities

• Prepare and review consolidated financial statements in accordance with US GAAP.
• Assist with month-end close procedures and perform purchase accounting allocations.

Skills

US GAAP

Financial Reporting

Accounting Principles

Analytical Skills

Communication Skills

Microsoft Excel

Education

Bachelor of Science in Accounting

Certified Public Accountant (CPA)

Tools

Microsoft Office Suite

Job description

Careers At Patriot Growth Insurance Services and Partner Agencies

Current job opportunities are posted here as they become available.

About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2024 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in 170 locations across 48 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Position Overview: Our company seeks an experienced accounting and finance professional with strong consolidations reporting, US GAAP exposure, and experience working in the insurance industry, to join our corporate accounting team as a Financial Reporting Manager. In this role you will be responsible for the preparation and review of consolidated financial statements in accordance with US GAAP, technical accounting matters and other related financial matters. You will be responsible for the oversight and research of all US GAAP related matters and serve as our point person during the annual audit.

Work location: This position is a fully remote position. There is a preference for candidates who reside in the Northeastern and MidAtlantic U.S. regions.

Professional Responsibilities:

• Preparation and review of company’s consolidated financial statements and related reporting documents
• Determine the appropriate accounting treatment of transactions in accordance with US GAAP
• Assist with month-end close procedures related to consolidating financial results
• Perform purchase accounting allocations, review 3rd party business valuations, and implement accounting processes for determining revenue recognition accrual in accordance with ASC 606
• Prepare and review accounting estimates including contingent liabilities
• Prepare and review audited financial statements, accompanying footnotes, and supporting documentation
• Collaborate and support the needs of external auditors in connection with the annual audit
• Perform ad hoc analysis and reporting as assigned or required

Qualifications and Requirements:

• Bachelor of Science degree in Accounting, Finance or a related field
• Certified Public Accountant is required
• 5-8 years of relevant accounting experience in a public accounting firm, a consulting firm, or an insurance company
• Prior work experience involving business valuations, purchase accounting and application of ASC 606 (Revenue recognition)
• Experience in establishing previously undeveloped accounting and financial processes
• Proficient in use of Microsoft Office Suite tools, including Excel
• Excellent interpersonal and communication skills (both written and oral)
• Ability to manage multiple projects simultaneously and within budget
• Strong organizational and analytical skills
• Ability to develop and sustain effective working relationships, internal and external
• Ability to work independently and in a remote environment successfully
• Ability to travel to other company offices as required (minimal)
• Authorized to work in the U.S. without sponsorship now and in the future

Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid holidays
• Personalized PTO
• 401 (k)

Salary Range: $120,000 - $140,000 starting base salary plus a targeted bonus of 10%, depending on the candidate’s experience and region.

*A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com .