Gregory & Appel · 13 hours ago
Senior Accountant
Indianapolis,IN,US
Full-time
Onsite
Mid, Senior Level
4+ years expGregory & Appel is a finance and accounting firm seeking a Senior Accountant to join their team. This role involves executing month-end close activities, maintaining the general ledger's integrity, and providing financial analysis to support decision-making within a GAAP-compliant environment.
B2BFinancial ServicesHuman Resources
Responsibilities
Execute all aspects of the monthly close process, including journal entries, accruals, allocations, and account analysis, ensuring accuracy, completeness, and timeliness
Maintain the integrity of the general ledger by ensuring transactions are properly recorded, classified, and supported in accordance with GAAP
Review activity from Accounts Payable and Accounts Receivable to ensure proper posting, cutoff, and alignment with accounting standards
Prepare, maintain, and review balance sheet reconciliations monthly, ensuring all accounts are accurate, supported, and resolved timely
Investigate and resolve reconciling items, discrepancies, or unusual balances
Partner with various teams to research and resolve accounting issues impacting the general ledger
Perform detailed variance analysis of actual results versus budget, forecast, and prior periods
Analyze trends, key drivers, and fluctuations across income statement and balance sheet accounts
Prepare clear financial commentary and insights for management and leadership review
Support the preparation of monthly management reporting, dashboards, and board-ready financial packages
Assist the Controller and CFO in developing and refining financial reporting that aligns results with the underlying economics of the business
Provide ad hoc financial analysis to support operational and strategic decision-making
Assist with budgeting, reforecasting, and long-range planning processes, including scenario modeling and sensitivity analysis
Support development of assumptions, drivers, and analytical frameworks used in planning processes
Support external audit, tax, and regulatory processes by preparing schedules, documentation, and responding to inquiries
Ensure accounting practices, reconciliations, and documentation support audit readiness and internal control expectations
Partner with the Controller and CFO on accounting policy application, process improvement initiatives, and system enhancements
Identify opportunities to improve close efficiency, reporting quality, and financial insight through improved processes, controls, or automation
Assist in documenting accounting policies, procedures, and standard operating practices
Qualification
Required
Strong understanding of GAAP and core accounting principles, with the ability to apply them in a practical, hands-on operating environment
Demonstrated ability to independently execute full-cycle month-end close activities, including journal entries, accruals, allocations, and account analysis
Proven experience preparing, maintaining, and reviewing balance sheet reconciliations with a high standard of accuracy and documentation
Strong analytical skills with the ability to perform variance analysis, trend analysis, and scenario modeling to support business decision-making
Ability to interpret financial results, identify key drivers, and translate data into clear, actionable insights for leadership
Experience supporting management reporting, dashboards, and board-ready financial materials
Working knowledge of budgeting, forecasting, and reforecasting processes, including assistance with assumptions, drivers, and scenario analysis
Advanced Excel skills and comfort working with financial models, large data sets, and reporting tools
Strong attention to detail with a commitment to accuracy, completeness, and data integrity
Solid understanding of internal controls, audit readiness, and documentation standards
Ability to manage multiple priorities and deadlines in a fast-paced, growing organization
Strong written and verbal communication skills, including the ability to explain financial concepts to non-financial audiences
Ability to partner effectively across teams and levels of the organization, serving as a trusted finance partner and translating financial information for both technical and non-technical stakeholders
Demonstrated ownership mindset, accountability, and ability to operate with a high degree of independence
Driven, analytical, proactive, and continuously focused on improving financial insight and process effectiveness
Willingness to perform hands-on execution work while continuously improving processes and controls
Minimum of 4–7 years of progressive accounting and financial analysis experience in a hands-on role
Prior experience being independently responsible for month-end close, general ledger management, and balance sheet reconciliations
Demonstrated experience preparing variance analysis, management reporting, and financial commentary
Experience supporting budgeting, forecasting, reforecasting, and scenario planning processes
Experience partnering with operational and functional teams to support financial understanding and decision-making
Experience supporting external audits, tax processes, or regulatory reporting, including preparation of schedules and responses to inquiries
Experience with accounting systems and reporting tools required
Preferred
Prior experience in a regulated, professional services, insurance, or financial services environment preferred
Experience with insurance agency management systems preferred
CPA, CPA-eligible, or progress toward a professional accounting certification preferred but not required
Continuing education related to GAAP, financial reporting, budgeting, forecasting, or financial analysis preferred
Company
Gregory & Appel
Gregory & Appel is an independent risk management advisor helping people and businesses navigate the complexities of insurance and employee benefits.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andrew Appel
President and Chief Executive Officer
Recent News
2024-10-24
Company data provided by crunchbase