Summary

DPL Financial Partners is a fast-growing company in the B2B insurance space that values innovative thinking, teamwork, and an iterative process to accomplish aggressive company goals. 

We are looking for a dynamic and highly motivated individual with an accounting background to join our firm. In this role, you will work with the Financial Planning & Analysis team and others to support the growth of our rapidly growing company.

 

Essential Duties and Responsibilities

Accounting

• Enter and process expenses / disbursements timely and accurately.
• Record cash receipts and accounts receivable.
• Monthly processing of commissions.
• Record journal entries.
• Take ownership of cash planning.
• Prepare month end financial statements and package.
• Prepare external quarterly packages to executive team and external third parties.
• Perform ad-hoc analyses as requested.
• Assist in reporting & analyzing Budget to Actual.
• Assist in reporting & analyzing of Revenue.
• Participate in financial modeling and projections.
• Prepare and file local and state tax/registration forms and returns.
• Coordinate and communicate with external third-party accounting firm.
• Assist year-end audit and work with external accounting firm in preparation of year-end financial statements.
• Assist with tax return preparation as deemed necessary.
• Ad Hoc Reporting.
• Other duties may be assigned.

Compliance and Administrative

• Access insurance carrier portals and update information on weekly reports and Salesforce.
• Work with Operations team to ensure that Salesforce sales data reconciles with Carrier reports & QuickBooks.

 

Supervisory Responsibilities

This job has no supervisory responsibilities.

 

Education and/or Experience

Best qualified candidates will possess:

• Bachelor’s Degree in Accounting or Finance from accredited college or university.
• 2 to 4 years of accounting experience.
• High level of proficiency in Excel required.
• Experience in financial reporting, month end process and analyses.
• Experience in the financial services or insurance industry, a plus.
• Team player with excellent communication skills. Must be able to work in a dynamic and fast-paced environment.
• Self-starter, capable of working in conjunction with Financial Planning & Analysis team to meet all Financial Reporting requirements.
• CPA or is actively pursuing.

Computer Skills

Highly proficient with Microsoft Excel.

Experience with Salesforce, a plus

QuickBooks experience a big plus.

 

Seniority Level

Associate

Industry

Insurance

Employment Type

Full-time

Job Functions

Accounting/Auditing 

Finance