Senior Finance Associate

Private Client Select Insurance Services LLC; Saint Petersburg (FL); On-site; USD 75,000 - 105,000; Full time

Job summary

Private Client Select Insurance Services LLC is seeking a Senior Finance Associate to lead financial reporting, data integrity, and core accounting operations. The role requires collaboration across finance, operations, and external stakeholders, with a focus on accuracy and timely delivery.

Ideal candidates bring public accounting or financial operations experience, CPA active status, and a proven ability to manage complex data, cash handling, and internal controls.

Qualifications

• Experience in accounting/finance roles, preferably in public accounting or Big 4.
• Active CPA certification required.
• Ability to learn and use diverse business software and AI tools.
• Data-savvy with working knowledge of robust financial data.
• Strong project management and ability to balance multiple priorities.
• Professional in presenting to colleagues, executives, and clients.
• Demonstrated accuracy, timeliness, and integrity under pressure.
• Authorized to work in the United States without visa sponsorship now or in the future.

Responsibilities

• Prepare month-end journal entries, reconciliations, and variance analyses.
• Perform period-end close for fiduciary activity in NetSuite.
• Prepare external remittances and reporting for carriers and brokers.
• Work with large data sets across multiple systems to validate and analyze financial information.
• Deliver timely, accurate insights to leadership, investors, and stakeholders.
• Assist in development and documentation of internal controls.
• Collaborate with a team to support growth and development.

Skills

Technical aptitude

Data acumen

Project management

Professional presence

Grit

Precision

Education

CPA (Active)

Public accounting/Big 4 experience

Tools

NetSuite

Job description

Private Client Select (PCS) is one of the largest high-net-worth managing general underwriters in the market today. With a sole focus on families with $5M or more in assets, PCS offers personal property and casualty insurance solutions and risk management services that meet the unique and complex needs of high-net-worth clients. We understand their passions and are committed to preserving the life that they have built.

PCS employs approximately five hundred employees. The company has offices in New York, NY; Edison, NJ; St. Petersburg, FL; Schaumburg, IL; and San Diego, CA.

About the Position

The Senior Finance Associate will play a key role in managing all aspects of financial reporting as well as ensuring the integrity and transparency of data and core accounting operations. This role will require frequent interaction across finance, operations, and external stakeholders, and will be expected to maintain a high standard of accuracy, integrity, and timeliness in all deliverables, while also bringing a continuous improvement mindset to the way we manage fiduciary obligations. As the organization grows and evolves, this role will contribute to shaping the Finance function and will offer significant opportunity for development, including exposure to broader corporate finance initiatives.

This specific role has substantial exposure to reporting, handling of cash, controls, and leadership. Over the next several years, the Finance team will lead debt and equity raises, technology system implementation, organizational restructuring, and M&A. The current CFO has a strong track record of developing high-potential individuals into highly sought C-suite talent.

Responsibilities

• Prepare month-end journal entries, detailed account reconciliations, and variance analysis
• Perform period-end close functions for full-cycle fiduciary activity in accounting software (NetSuite)
• Prepare external remittances and reporting for carriers and brokers
• Work with large data sets across multiple systems to validate, reconcile, and analyze financial information
• Deliver timely, accurate, and actionable insights to the leadership team, investors, and other stakeholders
• Assist in continued development and documentation of internal controls
• Collaborate with a supportive team that promotes personal and professional growth

About the Ideal Candidate

The ideal candidate is a detail-oriented, analytical thinker who is energized by solving problems, navigating complexity, and working collaboratively across teams. They take pride in delivering high-quality work, asking the right questions, and following through on commitments. They’re motivated by impact, hungry to learn, and ready to contribute to a high-performing team preparing for transformational growth.

The candidate may be coming from public accounting or financial operations and is looking for a hands-on opportunity that will stretch their capabilities and accelerate growth. They understand the importance of cash flow management, internal controls, and data integrity, and are curious about how these disciplines connect to broader business outcomes. A strong candidate is over-indexes on collaboration and will be able to use technology to efficiently execute objectives.

Required Skills, Knowledge, and Experience

• 2-5 years of experience in accounting/finance roles (preferably in public accounting/Big 4)
• Active CPA
• Technical aptitude – the ability to learn and use a variety of business software applications and artificial intelligence
• Data acumen – experience working with robust and complex financial data
• Project management – the self-direction to balance and execute multiple priorities
• Professional presence – the ability to present to colleagues, executives, and clients
• Grit – the ability to meet deadlines and achieve goals under pressure
• Precision – the ability to deliver well-documented work and perform effective self-review
• Applicants must be legally authorized to work in the United States and must not require employment-based visa sponsorship now or in the future

Equal Employment Opportunity Policy

PCS is an Equal Opportunity Employer and is fully committed to diverse and inclusive workplace where all employees are valued and evaluated on their performance and contributions. It is the policy of PCS not to discriminate against any applicant for employment or any employee because of age, color, sex, disability, nation of origin, race, religion, sexual orientation, gender identity, or veteran status.