Accounting Operations & Close Management

• Own and coordinate the full month-end, quarter-end, and year-end close process; ensure all journal entries, reconciliations, and supporting schedules are completed accurately and on time across the distributed accounting team.
• Prepare and review accurate, timely financial statements and P&L reports in collaboration with the accounting team; analyze and document budget variances, month-over-month fluctuations, and trend analysis to provide leadership with clear, actionable financial insight.
• Coordinate year-end close procedures including preparation of audit support schedules and deliverables for external CPA, insurance auditors, and other regulatory examiners.
• Prepare and maintain debt schedules and borrowing base certificates; ensure covenant compliance calculations are accurate and submitted for final review on time.
• Review and post payroll journal entries; reconcile to payroll register and validate department cost allocations.

Team Management & Development

• Manage and develop offshore and onshore Senior Accountants; assign work, set deadlines, provide day-to-day coaching, and conduct performance reviews.
• Oversee the Accounts Payable team’s daily operations; ensure invoices are processed accurately and vendor disbursements are made on time.
• Coordinate multistate tax and compliance obligations managed by the onshore Senior Accountant; serve as the primary liaison between internal team members and external tax professionals to ensure accurate, timely filings across all applicable jurisdictions.
• Build and maintain cross-training documentation and task video libraries to support team redundancy and knowledge retention.

Cash Management & Treasury

• Monitor daily bank balances and cash position; ensure adequate liquidity and flag anomalies to leadership.
• Oversee ACH, wire, and payment processes; support transition to ERP-to-bank automated payment feeds and maintain controls over payment authorization thresholds.
• Manage the corporate credit card program including transaction coding review, policy compliance, and monthly reconciliation.

Process Improvement & Technology

• Oversee ERP system utilization across the GL, AP, and AR modules; ensure data integrity, proper configuration, and consistent use of system workflows by the accounting team; coordinate with IT and the ERP vendor on issues, updates, and process improvements.
• Identify inefficiencies in day-to-day accounting workflows and escalate automation and improvement opportunities for review and prioritization.
• Support special projects and process improvement initiatives as assigned.
• Work with Power BI financial dashboards and reporting outputs; communicate reporting needs and gaps to leadership.
• Incorporate AI productivity tools — including Claude and Microsoft Copilot — into daily workflows to improve efficiency in documentation, variance write-ups, and routine tasks.
• Maintain current and accurate process documentation for all accounting workflows.

Compliance & Controls

• Follow and enforce established accounting policies and internal controls; escalate any gaps or exceptions for resolution.
• Maintain the chart of accounts and ensure an orderly, audit-ready accounting filing system.
• Manage OnBase AP approval workflow; review and approve disbursements within authorized limits and ensure documentation standards are maintained.
• Support and coordinate external audit, insurance audit, and regulatory exam processes; prepare PBC schedules, organize supporting documentation, and serve as the primary accounting contact for auditors and examiners.
• Support outside CPA firm and internal tax resources with multistate income, B&O, and sales tax preparation; provide required schedules, supporting documentation, and data exports on time.

General & Strategic Support

• Support leadership with ad hoc financial analysis and special projects as assigned.
• Other duties as assigned.
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