Job Snapshot
Location: Des Moines, IA, Cedar Falls, IA, or Remote
Employee Type: Full-Time Employee
Industry: SaaS, Insurance
Manages Others: No
Job Type: Accounting/Finance
Education: 4 Year Degree or Equivalent Experience
Experience: 3+ Years
Travel: < 5%
Relocation Covered: No
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Why You’ll Love AgencyBloc
We solve problems for our customers. We give ourselves the autonomy to be awesome. We will be human. We are maniacal about success. This is the culture you’ll be a part of if you join the AgencyBloc Team. We are the #1 Agency Recommended Management Platform for life and health insurance agencies. We help grow our clients’ business with an industry-specific CRM, commissions processing, and integrated business and marketing automation.
Job Description
We are seeking a highly motivated and experienced Accountant to join our team. The Staff Accountant will prepare and maintain financial records to track the organization’s assets, liabilities, profit and loss, tax liabilities, and other related financial activities.
Duties/Responsibilities:
- Participate in all accounting functions (accounts receivable, accounts payable, payroll, treasury, month/year end close, etc.)
- Maintains the general ledger
- Reconciles bank accounts, verifies deposits, and addresses inquiries from banks
- Reconciles cash disbursement accounts, payroll, customer accounts, and other financial accounts; manages accounts receivable collections
- Verifies and/or completes payment of invoices associated with accounts payable and ensures payments are charged to the appropriate accounts
- Prepares monthly balance sheets, income statements, and profit and loss statements
- Processes sales tax filings and handles various state and local business tax items, as needed
- Provides outside auditors with assistance; gathers necessary account information and documents to perform annual audit
- Coordinates with ERP vendor to maintain accounting software systems; recommends updates to enhance the accounting software
- Maintains knowledge of acceptable accounting practices and procedures
- Performs other related duties as assigned
Required Skills/Abilities:
- Excellent verbal and written communication skills
- Excellent organizational skills and attention to detail
- Knowledge of general financial accounting
- Understanding of and the ability to adhere to generally accepted accounting principles
- Proficient with Microsoft Office Suite and Google Office Suite
- Experience with Sage Intacct or similar software
Education and Experience:
- Bachelor’s degree in Accounting, or related field, required
- At least three years of related experience required
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
More on AgencyBloc:
Headquartered in Iowa, we are a growing software company which provides online software solutions that helps insurance agencies increase efficiency, enhance customer satisfaction, control costs, and stay competitive. We currently have customers nationwide. Core values of our company include:
- Client-centric organization focused on delivering great customer service
- Positive, collaborative team environment with coworkers who genuinely care about their work
- High level of professionalism in everything we do
- Continuous teaching, learning, and growth for all team members as they share in the journey that is the story of our company
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