Accounting Associate - Pooling

Accounting Associate - Pooling

By joining Sedgwick, you'll be part of something truly meaningful. It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there's no limit to what you can achieve.

Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies

Certified as a Great Place to Work

Fortune Best Workplaces in Financial Services & Insurance

Are you looking for an impactful job where you can apply your knowledge and experience in the context of an energetic culture?

• Enjoy flexibility - This role is open to a hybrid setting 2 days in the Sacramento Sedgwick office / 3 days' work at home.
• Be a part of a rapidly growing, industry-leading global company known for its excellence and customer service.
• Take advantage of a variety of professional development opportunities that help you perform your best work and grow your career.

PRIMARY PURPOSE: Responsible for various risk pool client accounting functions including the performance of accounts payable, accounts receivable, bank and investment reconciliation, and other accounting duties according to established procedures. To prepare the necessary reports and communicate the results to management.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

• Creates and maintains accurate and complete accounting records and files.
• Prepares bank reconciliations and related journal entries.
• Accounts payable for risk pool clients, including coding checks, verifying signatures, processing checks, filing, and related journal entries.
• Interfaces with clients and other staff to collect and prepare financial data.
• Performs monthly reconciliations and various balance sheet account controls to safeguard quality assurance.
• Prepares deposits, posts receipts, and reconciles billing.
• Prepares bank and investment account reconciliations.
• Researches, tracks, resolves, or properly refers accounting or documentation problems and discrepancies.
• Assists with quarter-end closing.
• Run reports out of underwriting system to produce monthly production schedules and journal entries.
• Coordinates with Pool investment managers and reconciles with broker statements.
• Prepares financial statements.
• Assists with PowerPoint development and presentation of material.
• Reconciles various accounts.
• Assist with day-to-day operations of accounting department or special projects as assigned by the Finance Manager or Director.
• Process account collections/receivables.
• Reconcile claims activity between general ledger and claims system and investigate discrepancies.

ADDITIONAL FUNCTIONS AND RESPONSIBILITIES:

• Performs other duties as assigned.
• Travels as required.

QUALIFICATIONS:

Education & Licensing: Associate degree in Accounting/Finance from an accredited college or university preferred.

Experience: Three to four (3-4) years of related experience to include two (2) years of accounting experience or equivalent combination of education and experience required. Experience including financial statement preparation and insurance accounting, both statutory and GAAP, preferred.

Skills & Knowledge:

• Basic knowledge of GAAP and accounting principles.
• Familiarity with accounting software program(s).
• Working knowledge of accounting theories, practices, and accepted office procedures.
• Proficiency in computer applications including Microsoft Office. Competence with manual and automated accounting systems. Excellent spreadsheet, keyboarding, 10-key, and data entry skills.
• Ability to perform a volume of numerical detail work with speed and accuracy, to make difficult mathematical computations with and without mechanical assistance, and to apply mathematical reasoning and analysis.
• Ability to understand and follow complex oral and written instructions and technical or legal terminology.
• Excellent reading, writing, and oral expression, and comprehension.
• Sound administrative skills.
• Professional integrity and the possession of tact, perseverance, and common sense.
• Commitment to the preservation of confidential information.
• Excellent oral and written communication skills, including presentation skills
• PC literate, including Microsoft Office products
• Analytical and interpretive skills
• Strong organizational skills
• Excellent interpersonal skills
• Excellent negotiating skills
• Ability to create and complete comprehensive, accurate and constructive written reports
• Ability to work in a team environment
• Ability to meet or exceed Performance Competencies

WORK ENVIRONMENT:

When applicable and appropriate, consideration will be given to reasonable accommodations.

Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines

Physical: Computer keyboarding, travel as required

Auditory/Visual: Hearing, vision and talking

NOTE: Credit security clearance, confirmed via a background credit check, is required for this position.

As required by law, Sedgwick provides a reasonable range of compensation for roles that may be hired in jurisdictions requiring pay transparency in job postings. Actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, and cost of specific location. For the jurisdiction noted in this job posting only, the range of starting pay for this role is $26.00 to $29.00 USD per hour. A comprehensive benefits package is offered including but not limited to, medical, dental, vision, 401k and matching, PTO, disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits.

The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Diego Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, the California Fair Chance Act, and all other applicable laws.

Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.

If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.