Elite Insurance Partners · 1 month ago
Accountant / Financial Analyst
Tampa, Florida
Full-time
Onsite
Mid, Senior Level
$75K/yr - $90K/yr
3+ years expElite Insurance Partners is one of the nation’s fastest-growing insurance brokerages, currently seeking an Accountant / Financial Analyst to join their Accounting & Finance department. The role involves managing daily accounting operations, financial analysis, and supporting the company's growth and automation initiatives.
Health InsuranceInsuranceLife Insurance
Responsibilities
Manage daily accounting operations in QuickBooks Online, ensuring timely and accurate recording of all transactions
Lead the month-end close process, including journal entries, reconciliations, and adjustments within 2–3 business days
Handle accounts payable and receivable, vendor billing, and documentation tracking
Assist with cash flow management and verify carrier payments for accuracy
Prepare accrual and cash-basis financial reports to support internal and external reporting needs
Support audit preparation, including depreciation, amortization, and prepaid schedules
Maintain and reconcile commission statements across multiple carriers and product lines (Medicare, Life, Wealth, Ancillary)
Audit commission data within Dinero to ensure accuracy against contracts and carrier statements
Research and resolve commission discrepancies, underpayments, or overpayments
Collaborate cross-departmentally to improve automation and efficiency in commission reporting
Develop and maintain monthly KPI dashboards and financial performance reports for leadership
Support budgeting and forecasting models for revenue, expenses, and departmental performance
Analyze trends in operational costs, marketing ROI, and agent productivity to guide strategic decisions
Assist in implementing AI-driven automation tools (QuickBooks AI, ChatGPT analytics) for variance and trend analysis
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field
3–5+ years of experience in accounting or financial analysis, ideally within insurance, finance, or professional services
Advanced proficiency in QuickBooks Online and Microsoft Excel (pivot tables, formulas, financial modeling)
Deep understanding of GAAP principles and month-end close processes
Strong analytical and organizational skills, with a keen eye for detail
Preferred
CPA or CMA preferred
Experience with commission accounting or multi-carrier reconciliations strongly preferred
Experience with Power BI or similar financial analytics tools is a plus
Benefits
Comprehensive Health Coverage: Medical, Dental, Vision, Life, and Disability Insurance.
401(k) with Company Match: Up to 3.5% after one year of service.
Paid Time Off: PTO, paid holidays, and additional PTO incentives through our referral program.
Wellness Perks: Free onsite gym with fitness classes, basketball court, and relaxation room with zero-gravity massage chairs.
Company
Elite Insurance Partners
Elite Insurance Partners provide life, health, and medicare insurance services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jagger Esch
Founder & CEO
Company data provided by crunchbase