Senior Accountant

MarshBerry is growing! We are seeking a Senior Accountant to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Job Details

Position Summary:

MarshBerry is currently seeking a Senior Accountant for our Beachwood, OH office. The Senior Accountant assists the Accounting Manager and the Chief Financial Officer by overseeing and processing accounting transactions to ensure accuracy and compliance of processes and procedures. The Senior Accountant will focus on process improvement initiatives to assist the company to accomplish the strategic short and long-term goals.

Responsibilities:

Oversees the compilation of transactions required to produce accurate and timely financial statements. This includes but is not limited to account analysis, various journal entries and account reconciliations.

Leads month end close, ensuring both the accuracy and timeliness of all necessary transactions.

Analyzes monthly general ledger account activity, journal entries, accruals, and variances to forecast.

Supervises accounts payable process and accounts receivable billing process.

Assists company in executing company policies and compliance procedures.

Serves as project lead and power user for the accounting software system. Works with, provider, IT and business units to create and continuously improve accounting processes and system reporting capabilities.

Assists with training, coaching and development of other accounting team members.

Prepares monthly financial reports for Chief Financial Officer, team reports and bonus calculations, including Profit and Loss and Travel reports.

Works directly with external auditors, for all entities, on the year-end audits and tax returns. Must take a proactive approach and prepare accurate supporting documentation to ensure a successful and timely completion.

Processes state filing requirements and maintains all state files for notices and acknowledgements.

Assist with various aspects of payroll and bonus tracking by preparing the monthly payroll and benefits allocation and also maintaining the annual detailed bonus file.

Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.

Provides back up coverage to accounting team members.

Special projects as assigned.

Selection Criteria

Education & Experience:

Bachelor’s degree or equivalent experience. Advanced degrees are a plus.

CPA is a plus.

3-5 plus years of general accounting experience, either in a public accounting firm or in a private corporate environment.

Experience with mergers and acquisitions and international accounting experience is a plus.

Proficient with Microsoft Office, and other software as it applies. Experience with Microsoft Great Plains is a plus.

Excellent knowledge of accounting regulations and procedures, including the Generally Accepted Accounting Principles (GAAP).

Other:

Solid analytical skills and proactive problem-solving skills; techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully and able to make appropriate decisions.

Detail-oriented; pays high degree of attention to all details and accuracy of all tasks performed.

Confidentiality; maintains confidentiality with proprietary information and all internal and external communication.

Team oriented; positive and professional, able to show consideration for and maintain good working relations with co-workers and remains opens to others’ ideas and exhibits willingness to try new things.

Strong communication skills: both written and verbal with demonstrated creativity regarding work. Ability to interact with all levels throughout the company.

Exceptional organizational and time management skills; using systematic methods to perform work and ability to recommend or create new work methods or procedures.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:

Crain’s Best Employers in Ohio

The Nation’s Best and Brightest in Wellness

North Coast 99

Top Work Places – The Plain Dealer

Weatherhead 100

West Michigan’s Best and Brightest Companies to Work for

To learn more about MarshBerry, visit

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.