Manager, Technical Accounting & External Reporting

Mykeystone; Mechanicsburg, Northern (Cumberland County, KY); Hybrid; USD 140,000 - 200,000; Full time

Benefits offered by this job

Vision Insurance

Disability Insurance

Supplemental Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Job summary

Keystone in Mechanicsburg, PA seeks a Manager, Technical Accounting & External Reporting to lead external financial reporting, technical accounting, and audits. CPA with a strong public accounting foundation is preferred for hands-on GAAP work and ownership of reporting processes.

You will manage consolidated statements, ASC 606/842/805, lease accounting, and earnout/advisory matters, coordinating with auditors and cross-functional finance teams. Hybrid work options available.

Qualifications

• Bachelor's degree in Accounting; active CPA required.
• Minimum of 5 years of progressive accounting experience in Big 4 or large regional public accounting.
• Strong US GAAP knowledge including ASC 606, ASC 340-40, ASC 842, ASC 805 and fair-value/contingent- consideration accounting.
• Experience preparing GAAP financial statements and footnote disclosures.
• Experience managing external audits.
• Excellent technical research, analytical and written communication skills.
• Advanced Excel and financial modelling experience.
• Ability to pass a criminal background check.

Responsibilities

• Prepare consolidated GAAP financial statements and footnote disclosures.
• Manage annual audited financial statements and interim reporting.
• Own reporting deliverables required by lenders (covenants, certificates, credit facility reporting).
• Maintain close calendars and timely submissions to external stakeholders.
• Lead revenue recognition and contract costs accounting across commission streams.
• Manage lease accounting (ASC 842), including ROUs and lease liabilities.
• Research complex accounting matters and prepare technical memoranda.
• Coordinate external audit timelines and deliverables with auditors.

Skills

US GAAP

ASC 606

ASC 842

ASC 340-40

ASC 805

Financial modelling

Advanced Excel

Education

CPA license

Tools

Applied Epic

ERP systems

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Manager, Technical Accounting & External Reporting

Full Time KAP - 1215 Mechanicsburg, Mechanicsburg, PA, US

About Keystone

Keystone is one of the largest and fastest-growing insurance brokerages in the country — ranked #26 among U.S. retail brokers and #4 fastest-growing in the Top 50 by Business Insurance. Our platform spans 33+ states, 180+ agency partners, and more than $500 million in revenue — uniting some of the country's most respected independent agencies with the scale, tools, and resources of a national brokerage. Through operational support in finance, HR, marketing, technology, producer development, and M&A, we empower agencies to grow while preserving what makes them who they are — their client relationships and their role in the communities they serve. Guided by our trademarked commitment, "Trust, our most important policy," Keystone is building the insurance solution every family and business can count on. For more information, visit https://mykeystone.com/ .

Manager, Technical Accounting & External Reporting

Position Summary:

We are seeking a highly motivated Manager, Technical Accounting & External Reporting to lead our company's external financial reporting, technical accounting, and audit functions. This is a hands-on role ideal for a CPA with a strong public accounting foundation who enjoys solving complex accounting issues, owning financial reporting processes, and partnering across the business to drive excellence. This person will prepare financial statements, resolve and document GAAP questions, manage the external audit, and maintain the purchase-accounting and earnout fair-value models.

Primary Responsibilities:

• Prepare consolidated GAAP financial statements and related footnote disclosures.
• Manage annual audited financial statements and interim reporting requirements.
• Own reporting deliverables required by lenders, including covenant calculations, quarterly compliance certificates, and other credit facility reporting.
• Maintain reporting close calendars and ensure accurate, timely submissions to external stakeholders.

Serve as the Company's Technical Accounting Expert

• Lead accounting for revenue recognition (ASC 606) and deferred contract acquisition costs (ASC 340-40) across the company's commission-based revenue streams (agency bill, direct bill, and producer commissions), including related journal entries and reconciliations.
• Manage lease accounting under ASC 842, including new lease evaluations, modifications, right-of-use assets, and lease liabilities.
• Research complex accounting matters and prepare technical accounting memoranda supporting GAAP conclusions.
• Provide accounting guidance to business partners and finance teams across the organization.
• Perform purchase accounting for acquisitions under ASC 805, including purchase price allocations and opening balance sheet assessments.
• Oversee GAAP accounting for earnouts and contingent consideration arrangements, including periodic fair-value remeasurements.
• Develop and maintain financial models supporting valuation and contingent consideration accounting.
• Partner with valuation specialists, M&A teams, and finance leadership on acquisition-related accounting matters.

Manage the External Audit Process

• Serve as the primary liaison with the company's Big 4 external auditor.
• Coordinate audit timelines, PBC requests, and audit deliverables across the accounting organization.
• Resolve audit inquiries and support a smooth, efficient audit process.
• Coordinate audit deliverables across the Central Accounting functions (GL & Close, Revenue Accounting & Billing, AP) and hold owners accountable to audit deadlines.

Partner Across the Organization

• Work closely with General Ledger, Close, Revenue Accounting, Billing, Treasury, and Finance leadership teams.
• Support accurate implementation of technical accounting conclusions during close processes.
• Help improve accounting policies, controls, documentation, and reporting processes.
• Contribute to the continued growth and scalability of the Finance organization.

Required Qualifications:

• Bachelor's degree in Accounting; active CPA required.
• Minimum of 5 years of progressive accounting experience, beginning in the audit / assurance practice of a Big 4 or large regional public accounting firm.
• Strong, hands-on command of US GAAP, including ASC 606 (revenue recognition), ASC 340-40 (contract costs), ASC 842 (lease accounting), ASC 805 (business combinations), and fair-value measurement and contingent consideration accounting.
• Demonstrated experience preparing GAAP financial statements and footnote disclosures.
• Experience managing or supporting external financial statement audits.
• Excellent technical accounting research, analytical, and written communication skills.
• Advanced Excel and comfort building and maintaining financial models (e.g., fair-value / earnout models).
• Ability to pass a criminal background check, as permitted by law.

Preferred Qualifications:

• Insurance brokerage or agency accounting experience.
• Experience in a private-equity-backed, acquisition-focused organization.
• Familiarity with agency bill vs. direct bill, commission revenue, and fiduciary / trust accounting.
• Credit facility and lender covenant reporting experience.
• Experience with an agency management system (e.g., Applied Epic).
• Exposure to ERP and financial consolidation platforms.
• M&A integration and post-close accounting experience.

Hours:Monday-Friday, 8:00am-5:00pm (Hybrid Work Options)

Office Location: 1215 Manor Drive, Suite 208, Mechanicsburg, PA 17055

Salary Transparency Statement: In accordance with state and local pay transparency laws, we will provide the applicable salary range upon request to candidates who reside in jurisdictions where such disclosure is required.

• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Statement Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third-parties for hires made.