Western & Southern Financial Group

Sr Financial Accountant

Finance & Accounting
Full Time


Summary of Responsibilities:

Performs general ledger accounting, assists in the creation of financial statements, provides financial reporting and performs financial analysis. Prepares and reviews journal entries on a day-to-day basis to properly record financial transactions. Prepares monthly, quarterly and annual financial statements, as well as additional financial reporting. Performs financial analysis and prepares presentations for management. Participates in developing analysis tools and works on special projects as a team leader/member. Works with minimal supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updating manager on a regular basis.


Position Responsibilities:

  • Performs the day-to-day general ledger accounting responsibilities for life insurance subsidiaries, on both a statutory and a GAAP basis, including some supervisory and review functions.

  • Prepares monthly, quarterly and annual financial statements and additional financial reporting, for distribution to management, the Board of Directors, regulators and rating agencies.

  • Provides monthly financial analysis of selected general ledger accounts, and prepares presentations for management.

  • Identifies and assists in implementing effective processes and procedures for completing and improving work.

  • Assists management in identifying and developing analysis tools necessary to help manage the business.

  • Identifies accounting issues impacting the Company, and notifies appropriate personnel.

  • Maintains working knowledge of current statutory and GAAP accounting principles.

  • Performs account reconciliations in order to ensure the integrity of financial data.

  • Provides lead role in special projects, including testing of new systems and processes.

  • Performs other duties as assigned by management.


Selection Criteria:

  • Demonstrated working knowledge, understanding and experience interpreting, utilizing and applying statutory and GAAP accounting rules and regulations. Cite examples that demonstrate proficiency in this area.

  • Demonstrated ability to analyze and interpret financial statements and apply a broad business perspective in summarizing results.

  • Demonstrated experience successfully acting as the lead on projects as well as a resource to other accountants.

  • Possesses and demonstrates excellent verbal and written communication skills and experience communicating to and influencing opinion in large and small groups.

  • Demonstrated successful experience in problem-solving situations.

  • Must provide examples from work experience of going above and beyond the call of duty to assist team members.

  • Cite examples of self-motivation and proactive personal development.

  • Demonstrated ability to adapt communication styles and successfully articulate technical information to associates as well as various levels of management.

  • Proven experience handling multiple priorities within a fast-paced financial environment.

  • Demonstrated ability to handle confidential information with integrity and maturity.

  • Demonstrated commitment to quality, emphasizes the need to deliver quality products and/or services; defines standards for quality and evaluates products, processes and/or services against those standards; builds quality into each step of the process.

Work Setting:

  • This position works in an office setting and remains in a continuous stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires substantial movement of wrists, hands and fingers for continuous computer work.

Educational Requirements:

  • Bachelor’s degree in accounting.

Computer Skills and Knowledge of Hardware & Software Required:

  • Proficient in general ledger accounting and spreadsheet applications.

  • Working knowledge of word processing and presentation applications.

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

  • Certified public accountant with CPE requirements met or candidate pursuing CPA certification preferred.

Position Demands:

  • Extended hours required during peak workloads or special projects.


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