Regional Senior Accountant, West & South-Central Regions (Remote)

Patriot Growth Insurance Services, LLC; Fort Washington (PA); Remote; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Benefits

Flexible Spending Account (FSA)

Company Paid Short-Term and Long-Term Disability

Personalized PTO

Paid holidays

401(k) plan

Job summary

A growing insurance services firm is seeking a Regional Senior Accountant for their remote operations. You will oversee financial reporting and ensure compliance with GAAP. The role requires a Bachelor's degree in Accounting and at least 3 years of experience in the insurance industry, along with strong analytical and leadership skills. Competitive salary range of $75,000 to $90,000, with additional performance-based incentives.

Qualifications

• 3+ years of relevant accounting experience in the insurance industry.
• Prior supervisory experience over other staff accountants.
• CPA or progress toward CPA certification preferred.

Responsibilities

• Prepare and review monthly, quarterly, and annual financial statements.
• Lead month-end and year-end close processes.
• Maintain and analyze general ledgers for accurate financial reporting.

Skills

GAAP knowledge

Financial analysis

Strong communication skills

Leadership

Microsoft Office proficiency

Advanced Excel

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Applied Epic

Job description

Regional Senior Accountant, West & South-Central Regions (Remote)

Regional Senior Accountant, West & South-Central Regions (Remote)

4 days ago Be among the first 25 applicants

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 currently 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 over 2,100 employees operating in 171 locations and 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 professional from the insurance industry experienced in overseeing financial reporting, GAAP compliance and insurance industry regulations, and the ability to provide valuable insights that support strategic decision-making, to join us as a Regional Senior Accountant for our West & South-Central regional operations. This role will report to the Regional Controller and will assist agency partners of Patriot in delivering accurate, timely, and meaningful financial results, while also assisting in the development of our regional accounting team.

Work location and arrangement: This position is a full-time, fully remote position.

Professional Responsibilities

• Prepare and review monthly, quarterly, and annual financial statements for designated agencies in compliance with GAAP
• Lead month-end and year-end close processes, including journal entries, reconciliations, and accruals
• Maintain and analyze general ledgers to ensure accurate financial reporting
• Partner with organizational leadership to prepare meaningful financial reports and variance analyses
• Ensure adherence to internal controls, accounting policies, and regulatory requirements
• Support annual audits and revenue recognition processes by preparing the required documentation
• Assist with the budgeting, forecasting, and process improvement initiatives
• Collaborate with Patriot agency contacts to resolve discrepancies and ensure efficient operations
• Oversee operational accounting areas including commissions, premium payables, and cash management
• Mentor and guide any assigned accounting staff to support their professional growth
  
  

Qualifications And Requirements

• Bachelor of Science degree in Accounting, Finance, or a Business-related field
• 3+ years of relevant accounting experience in the insurance industry
• Prior supervisory experience over other staff accountants
• CPA or progress toward the CPA certification is preferred
• Strong working knowledge of GAAP and insurance brokerage financial reporting
• Proficiency in financial statement preparation and analysis
• Prior work experience with Applied Epic or other insurance agency management systems (AMS)
• Proficient in use of Microsoft Office Suite tools
• Advanced Excel skills (pivot tables, large datasets) and comfort with high-volume data analysis
• Excellent interpersonal and communication skills (both oral and written)
• Exceptional organizational and analytical skills
• Proven ability to build strong working relationships across teams and lead with integrity
  
  

Why us: 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 Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)
  
  

Compensation Range: A starting base salary in the $75,000 to $90,000 range, depending on the candidate’s experience. This position is also eligible for additional incentive compensation that is performance based.

• 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 will make 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning and Information Technology

• Industries

  Insurance

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