Senior Accountant- Profit Sharing Programs

Remote; San Francisco (CA); Remoto; USD 85.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Dental and vision coverage

401(k) plan with company match

ProHealth Rewards

Descrizione del lavoro

Protective is seeking a Senior Accounting Analyst to own complex accounting, analysis, and reporting for profit-sharing retrospective programs. You will manage reconciliations, payouts, and financial reporting while collaborating with Finance, Accounting, and Program Management to ensure accuracy and compliance.

You will develop models, analyze performance, and help streamline processes. The role offers opportunities to automate and improve controls, with a focus on accuracy and timely

Competenze

• Bachelor’s degree in Accounting, Finance, Business, or a related field.
• 7 or more years of experience in accounting, financial analysis, financial reporting, or a related discipline.
• Demonstrated experience managing complex account reconciliations and financial reporting processes.
• Advanced proficiency with Microsoft Excel.

Mansioni

• Administer and reconcile accounts related to profit-sharing retrospective programs.
• Calculate and validate profit-sharing payouts in accordance with contractual agreements.
• Prepare financial reporting, variance analysis, and supporting documentation for retrospective programs.
• Perform monthly account reconciliations and maintain effective internal controls.
• Analyze program performance, identify trends and discrepancies, and drive issues through resolution.
• Develop complex financial models and forecasts and communicate key findings to leadership.
• Partner with Finance, Accounting, and Program Management to ensure financial results align with program and contractual terms.
• Support internal and external audits by providing accurate, complete, and timely documentation.
• Identify opportunities to streamline, automate, and improve accounting and reporting processes.
• Provide guidance and knowledge sharing to junior team members.

Conoscenze

Accounting

Analytical skills

Excel

Formazione

Bachelor's degree in Accounting/Finance

Strumenti

SAP

Oracle

NetSuite

Tableau

SQL

Excel

Descrizione del lavoro

The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

Protective’s Asset Protection Division (APD) is seeking a Senior Accounting Analyst to own complex accounting, analysis, and reporting for profit-sharing retrospective programs. This role is ideal for an experienced accounting professional who enjoys digging into financial details, improving how work gets done, and translating complex agreements into accurate financial results.

You’ll manage key reconciliations and payout calculations, analyze program performance, and partner across Finance, Accounting, and Program Management to resolve discrepancies and strengthen financial processes. You’ll also have the opportunity to automate and optimize existing processes, provide insights to leadership, and serve as a resource to junior team members.

Key Responsibilities

• Administer and reconcile accounts related to profit-sharing retrospective programs.

• Calculate and validate profit-sharing payouts in accordance with contractual agreements.

• Prepare financial reporting, variance analysis, and supporting documentation for retrospective programs.

• Perform monthly account reconciliations and maintain effective internal controls.

• Analyze program performance, identify trends and discrepancies, and drive issues through resolution.

• Develop complex financial models and forecasts and communicate key findings to leadership.

• Partner with Finance, Accounting, and Program Management to ensure financial results align with program and contractual terms.

• Support internal and external audits by providing accurate, complete, and timely documentation.

• Identify opportunities to streamline, automate, and improve accounting and reporting processes.

• Provide guidance and knowledge sharing to junior team members.

Core Competencies (skills, knowledge and abilities):

• Strong accounting, analytical, and problem-solving skills with a high degree of accuracy and attention to detail.

• Knowledge of Generally Accepted Accounting Principles (GAAP) and financial reporting practices.

• Advanced Microsoft Excel skills and experience working with ERP or financial systems.

• Ability to interpret contractual terms and translate them into accounting calculations and financial reporting.

• Ability to analyze large or complex data sets, identify trends, and communicate actionable insights.

• Strong communication and stakeholder management skills with the ability to work effectively across functions.

• Ability to independently manage complex reconciliations, reporting requirements, and competing priorities.

• Ability to mentor, guide, and share knowledge with less experienced team members.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or a related field.

• 7 or more years of experience in accounting, financial analysis, financial reporting, or a related discipline.

• Demonstrated experience managing complex account reconciliations and financial reporting processes.

• Advanced proficiency with Microsoft Excel.

Preferred Qualifications

• CPA or other relevant accounting or finance certification.

• Experience with profit-sharing, retrospective, dealer, or insurance-related programs.

• Experience with SAP, Oracle, NetSuite, or comparable ERP and financial systems.

• Experience with Tableau and SQL.

• Experience improving or automating accounting, reconciliation, or financial reporting processes.

Employee Benefits:

We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Accommodations for Applicants with a Disability:

If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected] This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.