Senior Accountant

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity:

Essential Duties and Responsibilities (include but are not limited to):

• Develop a masterful understanding of the Company’s primary brokerage commission revenue stream and OneDigital’s tracking of monthly commission receipts to estimate and accrue revenue at detailed level to specific P&Ls
• Assist with the revenue recognition process for other lines of business, including retirement & wealth, consulting, and property & casualty
• Assist with the monthly AR estimate and review process
• Ensure AR and other revenue-related accounts are reconciled fully on a monthly basis, and all reconciling items are properly investigated
• Partner with Regional Finance Leaders to provide relevant reporting and insightful data to be utilized in driving organic revenue growth
• Provide ongoing analysis of developing revenue trends at various levels of organization to include development of routine metrics (to include AR aging)
• Interface with offices to investigate revenue discrepancies and communicate accounting adjustments
• Guide the development and implementation of new procedures and features to enhance the workflow of the department
• Perform other tasks as required

Qualifications, Skills and Requirements:

• Strong organizational, analytical and interpersonal skills
• Strong verbal and written communication skills
• Ability to maintain confidentiality
• Ability to thrive in a fast-paced environment
• Ability to work effectively across multiple internal functional groups
• Ability to make accurate, independent decisions based on data provided
• Self-motivated to learn new concepts and participate in new projects

Education, Training and Experience:

• Bachelor’s degree in Accounting, Finance, or related area
• CPA preferred
• Expert level of proficiency with Microsoft Excel
• Experience with Microsoft Office D365 and Workday preferred
• 2-5 years of experience in a similar financial position
• Big 4 experience preferred
• Experience with insurance brokerage operations, highly desired but not required Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team!