Staff Accountant

Oliver James; Conshohocken (Montgomery County); On-site; USD 70,000 - 80,000; Full time

Job summary

Oliver James Group in Conshohocken, PA is seeking an accounting professional to support general ledger reconciliations, month-end close, and regulatory reporting within a growing finance team. You will work closely with the Assistant Controller and cross-functional partners to strengthen internal controls and drive process improvements.

The ideal candidate has 1–2 years of accounting experience, a Bachelor’s in Accounting or Finance, strong Excel skills, and familiarity with Workday.

Qualifications

• Bachelor’s degree in Accounting or Finance.
• 1–2 years of general accounting experience.
• CPA qualification or progress toward obtaining one preferred.
• Proficiency in Excel and experience with Workday.
• Strong analytical, problem-solving, and communication skills.

Responsibilities

• Prepare and record journal entries and supporting documentation for various accounting transactions.
• Perform bank and other general ledger account reconciliations, addressing reconciling items as necessary.
• Assist with monthly, quarterly, and year-end close activities.
• Process and record all insurance entity-related receipts and disbursements, including premium payments, commission disbursements, and return premiums.
• Prepare invoices for agency receivables and deductible recoveries, and maintain accurate records of open receivables and aging.
• Assist with regulatory compliance and reporting, including tax filings, and support internal and external audit requests.
• Maintain effective internal controls contributing to an environment of audit-readiness, and contribute to process improvement initiatives.
• Assist with special projects and other duties as assigned.

Skills

Excel proficiency

Workday experience

Analytical skills

Communication skills

Education

Bachelor’s degree in Accounting or Finance

Job description

Location: Conshohocken, PA | Working model: In-office | 4-5 days

Compensation: $70K - $80K

About the Company

Our client, a growing insurance organization based in Conshohocken, PA, is expanding its accounting team to support continued business growth. With a focus on innovation, process improvement, and professional development, this is an exciting opportunity to join a collaborative team within an evolving business.

The Opportunity

Reporting to the Assistant Controller, this position will play an important role in supporting the organization's core accounting operations, including performing general ledger account reconciliations, assiting with regulatory compliance & reporting, and contributing to process improvement initiatives. Working closely with finance leadership and cross-functional teams, you will have the opportunity to take ownership of key accounting processes, strengthen internal controls, and contribute to automation and operational improvements.

Key Responsibilities Include:

• Prepare and record journal entries and supporting documentation for various accounting transactions.
• Perform bank and other general ledger account reconciliations, addressing reconciling items as necessary.
• Assist with monthly, quarterly, and year-end close activities.
• Process and record all insurance entity-related receipts and disbursements, including premium payments, commission disbursements, and return premiums.
• Prepare invoices for agency receivables and deductible recoveries, and maintain accurate records of open receivables and aging.
• Assist with regulatory compliance and reporting, including tax filings, and support internal and external audit requests.
• Maintain effective internal controls contributing to an environment of audit-readiness, and contribute to process improvement initiatives.
• Assist with special projects and other duties as assigned.

What We're Looking For

• Bachelor’s degree in Accounting or Finance.
• 1-2 years of general accounting experience and strong understanding of accounting principles (insurance accounting experience is a plus).
• CPA qualification or progress toward obtaining one preferred.
• Proficiency in Excel and experience working with accounting systems (Workday).
• Strong analytical, problem-solving, and communication skills.

The role would suit someone who is detail-oriented, proactive, and eager to broaden their technical accounting experience while contributing to a growing finance function.

Why Join?

• Growth and development: Join an expanding insurance organization with opportunities for professional development and career progression.
• Meaningful responsibility: Support key accounting processes and contribute to improvements across the finance function.
• Leadership exposure: Work closely with experienced finance leadership and gain visibility across the business.
• Innovative environment: Be part of a forward-thinking team focused on automation, technology, and continuous improvement.
• Attractive benefits: Competitive compensation, bonus potential, comprehensive medical coverage, 401(k), flexible time off, and additional employee benefits.

Please note that given the number of applicants, only candidates with relevant skill sets can be considered.