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SmartFinancial

Corporate Staff Accountant

Newport Beach, CA, USA

232 Days ago

Job Overview


Posted Date: 02 February 2025

Job Function: Accounting / Auditing

Job Type: Full Time

Workplace Type: Not Specified

Experience Level: Not Specified

Salary: Competitive & Based on Experience

Experience: 1 - 2 yrs

Job Description


Join SmartFinancial: Empowering Insurance Agents with Cutting-Edge Technology

Welcome to SmartFinancial, where our mission is clear: to drive growth and success for insurance agencies through our industry-leading technology! Voted one of the Best Places to Work for four consecutive years, we are one of the fastest-growing tech companies.

We are a leading insurance marketplace, connecting millions of shoppers to our network of insurance partners.

SmartFinancial is experiencing a tremendous amount of growth, and we are looking for an experienced Staff Accountant to join our growing finance team. Our ideal candidate will assist with all facets of the accounting department to maintain accurate financial records.

The compensation for this position is $70,000-$80,000 plus performance bonus and stock options.

What You'll Do

  • Performs monthly and yearly close tasks, including verifying, classifying, and recording accounts payable/receivable data and journal entries
  • Reviews invoices by verifying transaction information; scheduling and preparing; obtaining authorization of payment; monitoring vendors on payment terms
  • Collects revenue by reminding delinquent accounts; notifying customers of insufficient payments.
  • Verifies accounts by reconciling statements and transactions including fixed assets, accruals and prepaid expense schedules.
  • Supports payroll processing by reviewing timecards, importing commissions & bonuses, and reviewing new comp plan structures
  • Assists with internal and external audit preparations by extracting necessary information for audit reviews.
  • Maintains financial security by following internal accounting controls.
  • Contributes to team effort by accomplishing related results as needed.
  • Participate in developing and improving internal financial controls and accounting processes to enhance efficiency and minimize risks

Requirements

  • BS/BA degree in Finance/Accounting or relevant work experience
  • 1+ years in a similar or related position
  • Strong attention to detail and accuracy including data extraction and formulas
  • Working knowledge of general ledger systems
  • Strong analytical, problem-solving, and multitasking skills
  • Advanced Microsoft Excel expertise (pivot tables, lookups, sumifs)
  • Strong understanding of General ledger, financial statements preparation & analysis
  • Ability to handle confidential information with integrity.
  • Effective communication and interpersonal skills.
  • Willingness to learn and adapt to new accounting systems and processes.

Benefits

  • Comprehensive Benefits: 401k with company match, along with company-sponsored health, dental, and life insurance plans.
  • Growth Opportunities: Accelerate your career with our employee referral bonus, extensive paid product training, and clear advancement prospects.
  • Flexible Work Options: Hybrid work arrangements, combining in-office and remote work opportunities.

Qualification

Bachelor's Degree


Key skill Required

  • Accounting
  • Data extraction
  • Accounts
  • Ability to Handle
  • Accounting Controls
  • Accounts Payable
  • Analysis
  • Attention to Detail
  • Audit
  • Authorization
  • Communication
  • Comprehensive
  • Effective Communication
  • Employee Referral
  • Finance
  • Financial Security
  • Financial Statements
  • General Ledger
  • Insurance
  • Interpersonal Skills
  • Life Insurance
  • Marketplace
  • Microsoft Excel
  • Multitasking
  • Payroll Processing
  • Product Training
  • Security
  • Training


Company Details


Company about us:

SmartFinancial is a dynamic and innovative company that is revolutionizing the insurance industry. With a mission to bridge the gap between consumers and insurance providers, SmartFinancial has quickly become a leading digital insurance marketplace in the U.S.

At the heart of SmartFinancial's success is its proprietary technology platform, Insurance.io. This cutting-edge...

Company Name: SmartFinancial

Headquarter: Newport Beach, CA, USA 92660

Industry: Insurance

Company Size: 201-500 Employees

Recruiting People: HR Department

Contact Number: --

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