Senior Accountant (Analytical)
Posted Updated
Description
Senior Accountant
Position Description:
We are seeking an experienced Senior Accountant to support operational-finance activities, with particular emphasis on unapplied cash resolution, account and general ledger reconciliations, revenue accounting, management reporting, financial controls, and process improvement. The ideal candidate will possess broad knowledge of accounting and operational-finance processes, advanced Microsoft Excel skills, and experience using tools such as Microsoft Copilot and Power BI. This role requires strong analytical judgment, attention to detail, effective communication, and the ability to translate financial information into clear, actionable insights.
Essential Responsibilities:
- Monitor, research, reconcile, and resolve unapplied and unallocated cash payments, ensuring accurate and timely application to customer accounts.
- Perform detailed root-cause analysis of cash application issues, discrepancies, and processing breakdowns; coordinate corrective actions with Accounts Receivable, Treasury, Billing, Accounting, and other stakeholders.
- Develop and maintain actionable issue trackers that clearly identify outstanding items, root causes, owners, dependencies, target completion dates, and resolution status.
- Review end-to-end transactional finance processes to identify control gaps, inefficiencies, recurring errors, and opportunities for standardization or automation.
- Lead and support process-improvement initiatives that strengthen accuracy, timeliness, scalability, financial controls, and operational visibility.
- Perform account balance, subsidiary ledger, and general ledger reconciliations; investigate discrepancies and ensure outstanding items are resolved promptly.
- Analyze financial and operational data to identify trends, exceptions, risks, and performance issues requiring management attention.
- Prepare accurate and timely management reports that communicate financial results, operational performance, aging items, key risks, and recommended actions.
- Develop and maintain dashboards and analytical reporting using Excel, Power BI, Microsoft Copilot, and other available tools.
- Partner cross-functionally to research complex financial issues, determine appropriate solutions, establish ownership, and drive matters through completion.
- Establish and monitor controls that reduce recurring reconciliation issues and prevent future cash application or transactional errors.
- Cover U.S. CST hours (8:00a – 5:00p) shift.
Job Requirements:
- 5+ years of experience working as an Accountant or Financial Operations Professional.
- A Degree in Accounting, Finance, or a related field, coupled with appropriate experience. Masters preferred.
- Working knowledge of MS Office 365 - Word, Advanced Excel, CoPilot, Outlook, Teams and OneDrive.
- Experience with Workday and Billing Platform applications a plus.
- Experience with analysis tools, such as Power BI is preferred.
- Prior experience in auto insurance domain with US or UK clients a plus.
Competencies: (in order of importance)
- Excellent interpersonal, written, and verbal communication skills required with the ability to work within all levels of an organization.
- Strong understanding of revenue recognition principles and ASC 606.
- Detail oriented, professional attitude, reliable.
- Excellent multi-tasker who can juggle various ongoing needs and meet deadlines.
- Enthusiastic with a can-do attitude.
- Must be able to work on their own initiative and be a team player.