Senior Accountant

Trucordia Insurance Services, LLC; Lindon (UT); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Life Insurance and AD&D

FSA / HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

Employee Assistance Program (EAP)

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC is seeking a Senior Accountant in Utah to lead financial reporting and close processes. You will report to the accounts manager, supervise junior staff, and ensure accuracy and confidentiality across the organization.

The role focuses on reconciliations, period-end close, and collaboration with carriers and internal teams to deliver timely insights. Strong Excel skills, attention to detail, and a proactive mindset are essential to support our growing brokerage

Qualifications

• Bachelor’s degree in Accounting, Finance, or 4+ years of related experience.
• Proficiency in general ledger reconciliations, accounts payable/receivable, and journal entries
• Experience with month-end and year-end closing processes
• Strong Microsoft Excel skills (including VLOOKUP, pivot tables, and basic formulas)
• Ability to analyze financial data and prepare standard financial reports
• Excellent attention to detail, accuracy, and time management skills
• Strong problem-solving, analytical thinking, and communication abilities
• Ability to work independently and collaboratively while maintaining integrity and confidentiality

Responsibilities

• Reporting financial information to management for review and decision making
• Working with Principles to communicate and manage financial goals/deadlines for month-end processes
• Performing full balance sheet reconciliation, including substantiation, for monthly close work papers
• Consolidating multi-company financial statements with variance analysis
• Supporting other accounting staff in the creation of annual audits
• Facilitate collaboration between staff and junior accountants to ensure deadlines are met
• Interpreting data and identifying trends to influence projects and elevate issues
• Performing revenue reconciliation to carrier and client agreements

Skills

Proficiency in general ledger reconc.,

Accounts payable/receivable

Month-end close

Excel (VLOOKUP, pivot tables)

Analytical thinking

Communication abilities

Education

Bachelor’s degree in Accounting/Finance or related field

Job description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.


• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.


• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?


• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.


• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description

Job Summary:

As a Senior Accountant at Trucordia, you will report to your account manager as you make leadership and management decisions, problem-solve independently, and resolve arising issues for your teams. If you find satisfaction working in an entrepreneurial environment as you engage in dynamic work, surrounded by incredible team members who will help you grow, then you will thrive and grow in both this position and our entire organization.

Duties and Responsibilities:

• Reporting financial information' providing timely, accurate, and useful information to management for review and decision making


• Working with Principles to communicate and manage financial goals/deadlines for month-end processes


• Performing full balance sheet reconciliation, including substantiation, for monthly close work papers


• Consolidating multi-company financial statements with variance analysis


• Supporting other accounting staff in the creation of annual audits


• Facilitate collaboration betweenstaff and junior accountants to ensure deadlines are met


• Interpreting data and identifying trends to influence projects and elevate issues


• Performing revenue reconciliation to carrier and client agreements

Qualifications

• Bachelor’s degree in Accounting, Finance, or 4+ years of related experience


• Proficiency in general ledger reconciliations, accounts payable/receivable, and journal entries


• Experience with month-end and year-end closing processes


• Strong Microsoft Excel skills (including VLOOKUP, pivot tables, and basic formulas)


• Ability to analyze financial data and prepare standard financial reports


• Excellent attention to detail, accuracy, and time management skills


• Strong problem-solving, analytical thinking, and communication abilities


• Ability to work independently and collaboratively while maintaining integrity and confidentiality

Additional Information

Please see our company Benefits:

• Life Insurance and AD&D


• FSA / HSA


• Critical Illness


• Hospital Indemnity


• Supplemental Health Insurance


• Employee Assistance Program (EAP)


• Pet Insurance


• 11 Paid Holidays


• Flexible PTO


• 401K

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.