Walsh Insurance ยท 1 day ago
Accounts Payable & Agency System Data Manager
Buffalo, NY
Full-time
Onsite
Mid Level
$65K/yr - $75K/yr
3+ years expWalsh Insurance is seeking an Accounts Payable & Agency Management System Data Manager to perform accounting and management system duties. This role involves managing carrier payables, agency billing, and data management, while also supporting audits and financial systems development.
FinanceFinancial ServicesInsurance
Responsibilities
Accounts Payable & Account Receivable
Cash Management
Data and financial entries input
Systems support
Report generation, examination, and analysis
Data analysis and reporting
Microsoft Excel Worksheet manipulation
System troubleshooting
Cross train as needed
Adhere to the stated expectations of the E&O Plus Quality Management Program
System data management including administration
Systems vendor management support
Annual audit & budget support
Assist with development & implementation of financial systems and procedures
Works with management on appropriate fiscal strategies for the organization
Qualification
Required
Bachelor's degree in accounting, finance, or business-related field with a concentration in accounting and/or finance
Minimum three years of experience in accounting /finance duties and responsibilities
Minimum three years of experience in system data administration or financial analysis
Microsoft Office Software skills and the ability to utilize computer systems and programs and understand functionality
Ability to communicate orally and in writing with others to explain issues, receives and interprets information and responds appropriately
Ability to understand written and oral communication and interpret abstract information
Ability to carry out complex tasks with concrete and abstract variables
Ability to process written and other materials visually
Requires ability to receive detailed information through oral communication
Detail oriented and high level of accuracy
Ability to work with others to create a positive, professional and productive work environment
Ability to work independently and manage multiple priorities
Requires good decision making, time management and communication skills
Must have well-developed analytical, problem-solving and decision-making skills
Excellent presentation skills
Preferred
Proficiency in Applied Systems EPIC management system is highly desirable
Company
Walsh Insurance
Walsh Insurance is a fifth-generation family-owned insurance agency dedicated to helping individuals and businesses proactively manage their risk to remain safe and well.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Sean Keenan, CPCU
President & COO
Company data provided by crunchbase