Experience the power of collaborative thinking.
Life Insurance • Annuities • Retirement Planning • Wealth Transfer
August 28
🏡 Remote – Anywhere in California
Experience the power of collaborative thinking.
Life Insurance • Annuities • Retirement Planning • Wealth Transfer
• Supports expense planning, accounting, and reporting for operations • Completes month-end closing process for general expenses • Conducts variance analysis and expense reporting • Participates in process improvement initiatives
• Bachelor’s degree in Accounting, Finance, or related field • 4-6 years related professional experience in financial reporting, expense reporting and/or analysis required • CPA certification, MBA, or on CPA track preferred • Strong knowledge of accounting practices and principles • Advanced knowledge of Excel and PowerPoint required • Strong system knowledge including familiarity with accounting packages (Oracle,OneStream, Essbase, etc.) • Experience with Business Spend Management software desirable (e.g. Coupa)
• Flexible in-office, hybrid, and remote work arrangements • Reasonable accommodations for applicants with disabilities
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