Description:
The Company:
We are committed to leveraging cutting-edge technology and strategic growth initiatives to revolutionize the insurance industry. Funded with over $130MM from one of the top private equity firms in the country, Evertree Insurance is a rapidly expanding national independent insurance agency that specializes in providing comprehensive personal lines insurance solutions to clients across the country. Founded in 2022, the company now employs over 220 people across Mid-Atlantic, Northeast, and Mountain Regions and is a top 30 personal lines brokerage firm in the country. As a leader in the insurance sector, we are dedicated to delivering exceptional service and tailored coverage options to meet our clients' diverse personal and commercial lines needs.
The Position:
The Senior Accountant will be responsible for maintaining the financial health of the company through detailed and thorough accounting practices and insightful financial reporting.
Cultural Fit:
Evertree is a dynamic and rapidly growing company, experiencing over 20% growth across two revenue channels: retail and embedded solutions. The Corporate team is a youthful, diverse team with deep expertise in respective functions, we seek a Senior Accountant who can be a subject matter expert and a strong cultural fit for our next-generation team.
The Day-To-Day:
- Financial Reporting:
- Prepare accurate and timely financial statements and reports.
- Ensure compliance with GAAP and other regulatory requirements.
- General Ledger:
- Maintain and reconcile general ledger accounts.
- Manage month-end and year-end closing processes.
- Accounts Payable/Receivable:
- Oversee AP and AR functions.
- Ensure timely and accurate processing of invoices and payments.
- Budgeting and Forecasting:
- Assist in the preparation of annual budgets and financial forecasts.
- Monitor budget performance and provide variance analysis.
- Audit Support:
- Assist with internal and external audits.
- Ensure all audit requirements are met and documentation is accurate.
- Financial Analysis:
- Conduct financial analysis to support business decisions.
- Provide insights and recommendations to senior management.
- Process Improvement:
- Identify opportunities for process improvements and efficiencies.
- Implement best practices in accounting and financial reporting.
Requirements:
· Bachelor's degree in Finance, Accounting, or a related field; MBA or CPA preferred.
· Minimum of 10 years of senior financial leadership experience, preferably within the insurance industry.
· Proven experience in a private equity-backed organization.
· Strong knowledge of financial management, accounting principles, and regulatory requirements.
· Exceptional strategic thinking, analytical, and problem-solving skills.
· Excellent leadership, communication, and interpersonal skills.
· Demonstrated ability to drive financial performance and growth.
· Experience with financial software and tools, with a preference for those used in the insurance industry.
Compensation details: 70000-100000 Yearly Salary
PI5d34aec2a385-25826-34911014
