Senior Staff Accountant - Tampa, FL Job at Heritage MGA LLC

Heritage MGA LLC Tampa, FL 33607

  • Responsibilities:


  • Post and process journal entries for insurance operations activity
  • Preparation of monthly general ledger account reconciliations
  • Assist with monthly, quarterly and year end close
  • Prepare NAIC / Regulatory STAT filings, which include quarterly and annual statements
  • Various state and / or Regulatory Data Calls
  • Support the internal and external audit process
  • Assist in the preparation of financial reports for review by the executive team, the Office of Insurance Regulation, auditors, banking entities, and reinsurers.
  • Continuously drives process improvement within the team and supports cross-functional initiatives.
  • Strong understanding of Insurance Industry processes and experience preparing the NAIC Statutory Financial
  • Strong attention to detail with quantitative skills and some experience in data analysis including proficiency in Excel with pivot tables and/or macros


  • Education:
    Bachelor’s Degree in Accounting, Business, or other related field from a four-year institution. The bachelor's degree is a minimum educational requirement for this position, and cannot be waived.


  • Experience:
    4 to 7 years in a staff accounting role in the property and casualty insurance industry. The ideal candidate will have familiarity with both GAAP and statutory accounting principles.


  • Skills & Knowledge:
  • Microsoft Office Suite: Excel, Outlook, Word (required)
  • General Ledger or Accounts Payable systems (required)
  • Exceptional organization skills. Completes all administrative tasks in assigned times (required)

Add’l skills a plus:

EAS, Biznet, Sungard, Wings/ Sovos, TCP




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