Staff Accountant

Now CFO; Tulsa (OK); On-site; USD 65,000 - 80,000; Full time

Job summary

NOW CFO is seeking a dependable Staff Accountant/Bookkeeper to own the day-to-day accounting operations of an independent insurance agency with offices in Ardmore, Oklahoma City, and Tulsa. This hands-on role requires discretion, reliability, and the ability to thrive in a small business environment.

The position focuses on AP/AR, payroll processing twice monthly, month-end close support, and close collaboration with the CPA during tax season. Onsite work is required in Oklahoma.

Qualifications

• 3–5 years of accounting or bookkeeping experience.
• Strong computer and cloud-based software proficiency.
• Adaptable, dependable, and able to manage multiple responsibilities simultaneously.
• High level of confidentiality and professionalism.
• Experience with Applied Epic is a nice to have.

Responsibilities

• Process full-cycle accounts payable and accounts receivable.
• Ensure agency bill checks are processed and sent to carriers by the 15th of each month.
• Handle commission processing and resolve payment discrepancies.
• Perform account reconciliations and bank reporting.
• Pay bills and manage vendor relationships.
• Process payroll twice monthly.
• Support month-end close.
• Collaborate with the external CPA during tax season including 1099 preparation.
• Correct CSR reports as needed.
• Run financial and operational reports for Producers and firm leadership.
• Set up usernames and system logins for staff.
• Provide administrative and operational support as needed.

Job description

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Staff Accountant
Location: Ardmore | Oklahoma City | Tulsa, OK (Onsite)
Schedule: Full-time
Compensation: $65,000 – $80,000

Job Summary:
NOW CFO is conducting a private search on behalf of an independent insurance agency in Oklahoma with offices in Ardmore and Oklahoma City. We are seeking a dependable and detail-oriented Staff Accountant/Bookkeeper to own the day-to-day accounting operations of the agency. This is a hands‑on role for someone who thrives in a small business environment, takes pride in keeping things running smoothly, and brings reliability and confidentiality to everything they do.

Responsibilities

• Process full-cycle accounts payable and accounts receivable
• Ensure agency bill checks are processed and sent to carriers by the 15th of each month
• Handle commission processing and resolve payment discrepancies
• Perform account reconciliations and bank reporting
• Pay bills and manage vendor relationships
• Process payroll twice monthly
• Support month-end close
• Collaborate with the external CPA during tax season including 1099 preparation
• Correct CSR reports as needed

Reporting & Operations

• Run financial and operational reports for Producers and firm leadership
• Set up usernames and system logins for staff
• Provide administrative and operational support as needed

Must Have Qualifications

• 3–5 years of accounting or bookkeeping experience
• Strong computer and cloud-based software proficiency
• Adaptable, dependable, and able to manage multiple responsibilities simultaneously
• High level of confidentiality and professionalism

Nice to Have Qualifications

• Experience with Applied Epic (cloud-based agency management system)
• Insurance agency industry background
• HR management experience including benefits enrollment and retirement plan administration