AssuredPartners Accounting Manager in Forest Grove, Oregon
Job Title: Accounting Manager
Reports to: Controller
FLSA Status: Exempt
Job Code: FI09MACE
Summary: Leadership position responsible for managing the unit accounting operations including, agency and direct bill production and related accounts receivable and producer commission expense, company and vendor payables and other general ledger accounts specifically assigned. Responsible for ensuring transactions are processed in a timely manner in accordance with generally accepted accounting principles. Responsible for responding to internal and external customer information requests in a timely and appropriate manner, ensuring customer satisfaction. Responsible for proactive communication and the identification and elimination of non-value added activities that improve the efficiency of the department.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Supervises and trains Accounting Supervisor and Accounting Assistant, ensuring transactions are processed in a timely manner in accordance with generally accepted accounting principles.
Ensures all non-corporate related accounting entries are completed by the second business day subsequent month end and consolidated financial statements are issued by the second business day subsequent month end.
Responsible for ensuring the accuracy of the monthly financial statements, including (1) the reconciliation of subsidiary ledgers or account support documents to the general ledger (2) the identification and explanation of actual vs. budget revenue or expense fluctuations (3) the preparation and accuracy of various financial management related reports.
Maintains the Agency management system from an accounting perspective.
Reconcile general ledger and bank accounts
Oversees accounts receivable and ensures the accounts receivable policy is properly enforced.
Responsible for proactive communication and the identification and elimination of non-value added activities that improve the efficiency of the department. Responds to internal and external customer information requests in a timely and appropriate manner, ensuring customer satisfaction.
Assists in the development and implementation of goals, priorities, policies and procedures relating to the accounting department.
Directs the installation and maintenance of accounting records to document receipts and expenditures.
Responsible for maintaining and identifying improvements to improve the overall internal control environment to assist in preventing and detecting errors from occurring, safeguarding the Agency’s assets.
Assists in providing commissions / payroll changes to Regional Payroll
Monitors monthly Operating Cash Flow
Prepares Ad hoc financial reports as requested by local management
Carries out supervisory responsibilities in accordance with the organization's policies and procedures and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
To perform the job successfully, an individual should demonstrate the following competencies:
Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data.
Design - Generates creative solutions; Demonstrates attention to detail.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
Project Management - Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.
Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
Customer Service - Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
Visionary Leadership - Inspires respect and trust; mobilizes others to fulfill the vision; Provides vision and inspiration to peers and subordinates.
Change Management - Develops workable implementation plans; Communicates changes effectively; Builds commitment and overcomes resistance; Prepares and supports those affected by change; Monitors transition and evaluates results.
Delegation - Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results.
Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others.
Managing People - Includes staff in planning, decision-making, facilitating and process improvement; Takes responsibility for subordinates' activities; Makes self available to staff; Provides regular performance feedback; Develops subordinates' skills and encourages growth; Solicits and applies customer feedback (internal and external); Fosters quality focus in others; Improves processes, products and services.; Continually works to improve supervisory skills.
Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Aligns work with strategic goals.
Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Conserves organizational resources.
Diversity - Promotes a harassment-free environment.
Ethics - Treats people with respect; Keeps commitments; inspires the trust of others; Works with integrity and ethically; Upholds organizational values. Failure to interact courteously and tactfully with managers, co-workers, customers and/or vendors to the point that productivity or morale suffers may be grounds for termination.
Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; supports organization's goals and values; Supports affirmative action and respects diversity.
Strategic Thinking - Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Adapts strategy to changing conditions.
Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Develops realistic action plans.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity.
Safety and Security - Observes safety and security procedures.
Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation.
Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals. Completes tasks on time or notifies appropriate person with an alternate plan.
Initiative - Seeks increased responsibilities; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
Innovation - Meets challenges with resourcefulness; Generates suggestions for improving work.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university preferred and two years related experience and/or training; or equivalent combination of education and experience.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to work with mathematical concepts, such as, probability and statistical inference. Ability to apply concepts, such as, fractions, percentages, ratios, and proportions to practical situations.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
To perform this job successfully, an individual should have knowledge of Accounting software; Database software; Internet software; Spreadsheet software and Word Processing software.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually that of a typical office.
Vertical Progression Controller
Lateral Progression Operations Leader
External Company Name: AssuredPartners
External Company URL: www.assuredptr.com
Street: 2000 Pacific Avenue
Post End Date: 10/26/2018