Staff Accountant

Pleasant Hill, California


Employer: National Financial Partners
Industry: Accounting
Salary: $60000 per year
Job type: Full-Time


Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

The Staff Accountant will have responsibility for all general ledger Accounting functions within certain NFP West and Central Benefits, Wealth Management and Retirement offices. Specific responsibilities will include the month end close, account reconciliations, discretionary accrual analysis, acquisition support, and ensuring compliance with Generally Accepted Accounting Principles (GAAP) and NFP Accounting policy. The Staff Accountant will develop accounting policies and practices and ensure NFP West and Central Benefits, Wealth Management and Retirement is adhering to GAAP and all legal and regulatory requirements. The position will interact with all levels within the organization (accounting, sales, operations, HR, technology, M&A, legal,) to ensure completeness and accuracy to the financial close. This position will interact with a team of satellite Accountants and Senior Accountants focused on the general ledger activities of the region.

Essential Duties and Responsibilities:
  • Close the month-end books in Lawson GL for various NFP West and Central region companies.
  • Ensure adherence to GAAP and NFP Accounting policy.
  • Review and approve general ledger account reconciliations monthly, ensuring proper support for balances.
  • Analyze and support discretionary accruals.
  • Review the monthly trial balance and explain variances to prior periods.
  • Support system conversions for newly acquired companies. Understand accounting differences and reconcile prior to conversion.
  • Prepare annual non-income tax returns (property, sales/use, asset, etc.) and support the NFP Corporate tax department in the annual income tax returns.
  • Support the Accounting Center with error resolution on cash transactions.
  • Execute on various regional accounting initiatives.
  • Perform other duties as assigned.
Knowledge, Skills, and/or Abilities:
  • Ability to operate in a highly focused, entrepreneurial environment with expectation to challenge and influence business decisions based on data driven analytics
  • Must be a self-starter who thrives on taking ownership over their work and responsibilities
  • Strong interpersonal and communication skills
  • Demonstrated ability to learn the business and have a business and customer centric approach to finance and accounting leadership
  • Ability to collaborate and develop strong relationships with all levels of personnel within the organization
  • Ability to use discretion as it relates to confidential company and client information
  • Adaptability with changing perspectives and/or needs
  • Must be able to read, analyze and reconcile financial reports
  • Demonstrated ability to identify and evaluate complex business problems and provide well thought out solutions
  • Detail oriented with strong analytic and problem-solving abilities
  • • Collaborative team player
  • • Proven record to meet critical deadlines and handle a diverse workload
Education and/or Experience:
  • Bachelor's degree in Accounting required. CPA or MBA preferred
  • Public accounting experience is highly preferred. Insurance brokerage experience a plus.
  • Minimum of 2 years' experience in Accounting in a rapidly growing organization
  • Experience in a continuous improvement, highly collaborative and matrixed organization with the ability to lead process improvement and affect change.
  • Must have experience with business services, professional services, or consulting type firms.
  • Experience with Lawson, Cognos, QuickBooks, Epic, Workday is a plus
  • Proficiency with all Microsoft Office applications, reporting systems, and capacity to learn new systems
  • Experience in overseeing the financial aspects of corporate acquisitions is a plus but not required
Certificates, Licenses, Registration:
  • None
What We Offer:

NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000 $85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

Created: 2024-08-22
Reference: 20688479
Country: United States
State: California
City: Pleasant Hill


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