Senior Accountant

Gregory & Appel Inc; Indianapolis (IN); On-site; USD 65,000 - 90,000; Full time

Job summary

Gregory & Appel Inc is seeking a Senior Accountant to partner with the Controller and CFO. The role focuses on month-end close, GL integrity, reconciliations, and financial analysis to support decision-making in a GAAP environment.

Responsibilities include variance analysis, budgeting support, and management reporting. Strong Excel and cross-team collaboration are essential for success in a fast-paced professional services setting.

Qualifications

• Experience executing full-month close in a hands-on role.
• Ability to prepare variances, commentary, and management reports.
• Strong Excel skills and working with large data sets.

Responsibilities

• Execute all aspects of the monthly close including journal entries and reconciliations.
• Maintain general ledger integrity per GAAP.
• Prepare balance sheet reconciliations monthly.
• Provide financial analysis and insights for leadership.
• Support budgeting, forecasting, and long-range planning.
• Assist with external audit and regulatory processes.
• Develop financial commentary for management packages.

Skills

GAAP knowledge

Month-end close

Variance analysis

Excel proficiency

Financial reporting

Data interpretation

Communication skills

Cross-team collaboration

Education

Bachelor’s in Accounting/Finance

CPA or CPA-eligible

Tools

Insurance agency systems

Financial modeling tools

Job description

Description

The Senior Accountant is a key member of the finance and accounting team, serving as a day-to-day partner to the Controller and CFO. This role is responsible for executing month-end close activities, maintaining the accuracy and integrity of the general ledger, completing balance sheet reconciliations, and providing financial analysis, reporting, and insight to support decision-making.

This position blends strong technical accounting execution with forward-looking financial analysis, including variance analysis, scenario modeling, budgeting support, and management reporting. The role works cross-functionally to translate financial results into actionable insights and to continue building financial acumen across the organization in a GAAP-compliant environment.

Requirements

Essential job duties include but are not limited to:

• Execute all aspects of the monthly close process, including journal entries, accruals, allocations, and account analysis, ensuring accuracy, completeness, and timeliness.
• Maintain the integrity of the general ledger by ensuring transactions are properly recorded, classified, and supported in accordance with GAAP.
• Review activity from Accounts Payable and Accounts Receivable to ensure proper posting, cutoff, and alignment with accounting standards.
• Prepare, maintain, and review balance sheet reconciliations monthly, ensuring all accounts are accurate, supported, and resolved timely.
• Investigate and resolve reconciling items, discrepancies, or unusual balances.
• Partner with various teams to research and resolve accounting issues impacting the general ledger.
• Perform detailed variance analysis of actual results versus budget, forecast, and prior periods.
• Analyze trends, key drivers, and fluctuations across income statement and balance sheet accounts.
• Prepare clear financial commentary and insights for management and leadership review.
• Support the preparation of monthly management reporting, dashboards, and board‑ready financial packages.
• Assist the Controller and CFO in developing and refining financial reporting that aligns results with the underlying economics of the business.
• Provide ad hoc financial analysis to support operational and strategic decision‑making.
• Assist with budgeting, reforecasting, and long‑range planning processes, including scenario modeling and sensitivity analysis.
• Support development of assumptions, drivers, and analytical frameworks used in planning processes.
• Support external audit, tax, and regulatory processes by preparing schedules, documentation, and responding to inquiries.
• Ensure accounting practices, reconciliations, and documentation support audit readiness and internal control expectations.
• Partner with the Controller and CFO on accounting policy application, process improvement initiatives, and system enhancements.
• Identify opportunities to improve close efficiency, reporting quality, and financial insight through improved processes, controls, or automation.
• Assist in documenting accounting policies, procedures, and standard operating practices.

Qualifications

Note that these requirements are representative, but not all-inclusive, of the knowledge, skill, and ability required to perform this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Knowledge/Skills:

• Strong understanding of GAAP and core accounting principles, with the ability to apply them in a practical, hands‑on operating environment.
• Demonstrated ability to independently execute full‑cycle month‑end close activities, including journal entries, accruals, allocations, and account analysis.
• Proven experience preparing, maintaining, and reviewing balance sheet reconciliations with a high standard of accuracy and documentation.
• Strong analytical skills with the ability to perform variance analysis, trend analysis, and scenario modeling to support business decision‑making.
• Ability to interpret financial results, identify key drivers, and translate data into clear, actionable insights for leadership.
• Experience supporting management reporting, dashboards, and board‑ready financial materials.
• Working knowledge of budgeting, forecasting, and reforecasting processes, including assistance with assumptions, drivers, and scenario analysis.
• Advanced Excel skills and comfort working with financial models, large data sets, and reporting tools.
• Strong attention to detail with a commitment to accuracy, completeness, and data integrity.
• Solid understanding of internal controls, audit readiness, and documentation standards.
• Ability to manage multiple priorities and deadlines in a fast‑paced, growing organization.
• Strong written and verbal communication skills, including the ability to explain financial concepts to non‑financial audiences.
• Ability to partner effectively across teams and levels of the organization, serving as a trusted finance partner and translating financial information for both technical and non‑technical stakeholders.
• Demonstrated ownership mindset, accountability, and ability to operate with a high degree of independence.
• Driven, analytical, proactive, and continuously focused on improving financial insight and process effectiveness.
• Willingness to perform hands‑on execution work while continuously improving processes and controls.

Experience:

• Minimum of 4–7 years of progressive accounting and financial analysis experience in a hands‑on role.
• Prior experience being independently responsible for month‑end close, general ledger management, and balance sheet reconciliations.
• Demonstrated experience preparing variance analysis, management reporting, and financial commentary.
• Experience supporting budgeting, forecasting, reforecasting, and scenario planning processes.
• Experience partnering with operational and functional teams to support financial understanding and decision‑making.
• Experience supporting external audits, tax processes, or regulatory reporting, including preparation of schedules and responses to inquiries.
• Prior experience in a regulated, professional services, insurance, or financial services environment preferred.
• Experience with accounting systems and reporting tools required; experience with insurance agency management systems preferred.

Education:

• Bachelor’s degree in Accounting, Finance, or a related field required.
• CPA, CPA‑eligible, or progress toward a professional accounting certification preferred but not required.
• Continuing education related to GAAP, financial reporting, budgeting, forecasting, or financial analysis preferred.