Key Responsibilities
- Lead and manage the Accounts Payable and Accounts Receivable functions.
- Ensure timely processing of invoices, payments, collections, and customer billing.
- Maintain strong internal controls and ensure compliance with company policies and accounting standards.
- Manage cash application, reconciliations, aging reports, and month-end close activities related to AP/AR.
- Develop and improve processes to increase efficiency and accuracy.
- Partner with finance, operations, and customer-facing teams to resolve billing and payment issues.
- Prepare reporting and KPIs for leadership.
- Support audits and ensure accurate financial records.
- Lead or support the implementation and optimization of payment platforms, ERP systems, or other finance technology initiatives.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field required.
- CPA designation or Master’s degree (preferred).
- Proven experience managing both Accounts Payable and Accounts Receivable functions.
- Insurance industry experience with a carrier or brokerage is highly preferred.
- Candidates without insurance experience will also be considered if they have managed AP/AR within a business serving a large customer base and have experience working with high-volume financial systems.
- Experience implementing or significantly enhancing a payment system, ERP, or similar financial technology is a strong advantage.
- Strong understanding of accounting principles, internal controls, and financial processes.
- Excellent leadership, analytical, and communication skills.
- Advanced proficiency with ERP/accounting systems and Microsoft Excel.
What We’re Looking For
We’re looking for a proactive finance leader who combines strong operational expertise with a continuous improvement mindset. The successful candidate will be comfortable managing high transaction volumes, driving process improvements, and leveraging technology to create scalable, efficient finance operations.
