Senior Accountant

Deeply Rooted to Serve Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry. For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors. Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings. Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information visit our website: Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance The Senior Accountant supports the accounting team by owning core general ledger, treasury, and month-end close functions for Oakbridge. This role is accountable for the accuracy and integrity of the company’s financial records. This is a remote, full-time position. Work Performed: Month-End Close & General Ledger - Assist in the month-end close process, including maintaining the monthly close checklist, preparing and recording general ledger journal entries in accordance with GAAP, and assisting in the preparation and review of monthly financial statements - Perform balance sheet account reconciliations, including intercompany, accrued expenses, and accounts payable accrual accounts - Oversee prepaid expense accounting, including recognition and amortization schedules - Manage fixed asset accounting, including capitalization, depreciation, and disposals - Administer the company’s lease accounting system and maintain compliance with lease accounting standards Treasury, Tax & Audit - Oversee treasury operations, including serving as bank administrator, managing an outsourced treasury service provider, and reviewing monthly bank reconciliations - Manage tax notices received, support requests from outside income tax providers, and assist with filings for other tax types as needed - Lead the external audit process, including preparing audit requests and coordinating deliverables across the accounting team Acquisition Accounting - Prepare earnout calculations for acquired agencies - Manage purchase accounting and prepare opening balance sheets for newly acquired agencies, including goodwill and intangible asset accounting and impairment testing Reporting, Analysis & Process Improvement - Support accounting-related data warehouse functions and reporting needs - Identify and implement process improvements in close or reporting workflows - Support ad hoc financial analysis and special projects as assigned Qualifications: - Bachelor's degree in Accounting, Finance, or related field - 3 - 5 years of progressive accounting experience - Solid working knowledge of GAAP and month-end close processes - Strong Excel skills - Clear communicator who takes ownership of deliverables and meets deadlines independently