Western National Insurance · 2 weeks ago
Accountant, Technical Lead
Edina,MN,US
Full-time
Hybrid
Senior Level
$93K/yr - $128K/yr
5+ years expWestern National Insurance Group is a private mutual insurance company with over 120 years of experience serving customers' property-and-casualty insurance needs. They are seeking a Technical Lead Accountant to perform accounting tasks, support the Accounting Department, and ensure quality and accuracy of data flowing to financial systems while optimizing and maintaining the Workday FINS platform.
Auto InsuranceCommercial InsuranceInsurance
No H1B
Responsibilities
Reconciles financial discrepancies by collecting and analyzing information along with developing a conclusion and resolving issues
Understands how data flows from source systems to data warehouse to imports. Has working knowledge of Insight tables and is able to partner with the Data Management Team to modify, when necessary, and resolve issues
Collaborates with other departments to understand business needs and implements process improvements and controls that impact financial performance
Configures, tests, and deploys enhancements and new business processes in Workday
Leads department projects and performs necessary follow-up actions such as training, implementation, and ongoing monitoring
Leads projects and implements new financial tools and automation
Works cross-functionally with Finance, IT, HR, and external consultants during system upgrades and new module rollouts
Documents business requirements, test scenarios, and end-user procedures
Maintains, performs, and updates internal control procedures
Reviews work of other team members
Participates in audit process, including investigating and concluding on discrepancies
Substantiates financial transactions by auditing documents
Designs, organizes, and implements substantive tests and tests of controls for Model Audit Rule
Analyzes, researches, and documents accounting discrepancies to ensure data quality and accuracy
Acts as the subject matter expert (SME) on specific tasks
Seeks relevant information and answers to key questions from defined sources
Recommends and implements changes to improve accounting procedures and accounting operations to enhance efficiency and decision making
Makes decisions for routine activities and suggests solutions for nonroutine activities
Involves manager on complex / nonroutine issues
Identifies and / or analyzes more complex problems, recommends solutions
Breaks down problems, identifies root causes, and evaluates the benefits, costs, and risks of potential solutions
Applies knowledge and creativity to help solve problems of varied scope and complexity
Anticipates potential system or process risks and proactively recommends preventative measures
Uses data and reporting to identify trends, gaps, and opportunities for system or process improvements
Consistently acts according to our customer experience standards, including responding quickly, maintaining a positive attitude, building rapport, demonstrating empathy, managing the customer’s expectations, using the proper communication channel for the situation, and taking ownership to ensure the customer’s issue is resolved
Performs special projects and other duties as assigned
Qualification
Required
Demonstrated knowledge of accounting principles and regulations theory and practices
Ability to work additional hours to meet deadlines and / or complete projects
Demonstrated time management, prioritization, and organization skills to handle multiple priorities and meet deadlines
Proven ability to maintain confidentiality
Proficient use of various core systems, office and computer equipment, and software packages
Demonstrated use of advanced Excel skills and functional knowledge of data analysis software (SQL)
Ability to research and apply technical accounting issues
Bachelor's degree in accounting, information systems, or a related field
Preferred
Strong analytical skills with demonstrated ability to interpret and report financial data
Proven ability to communicate effectively, both verbally and in writing, and provide clear and relevant information to others
Ability to meet deadlines and maintain confidentiality
Demonstrated ability to prepare accurate and detailed reports on a timely basis
Proven ability to update, create, and document processes
Insurance accounting experience
Five-plus years of relevant experience
Experience in Workday
Benefits
Medical insurance plan options and other standard employee benefits, including dental insurance, vision benefits, life insurance, disability insurance, and more!
Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA)
401(k) Plan (participants are eligible for 100% matching on the first 6% of their contributions)
Wellbeing Program, including onsite fitness studio
Paid Time Off – including holiday, vacation, and volunteer
100% company-paid tuition reimbursement for approved job-relevant coursework and access to The Institutes (Risk and insurance education)
Paid parental leave
Bonus opportunities
Company
Western National Insurance
Western National Insurance provides insurance products and services to individuals and businesses.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Richard Long
President CEO
Pete Corning, CPA
Chief Financial Officer
Company data provided by crunchbase