Penn Mutual · 7 hours ago

Financial Controls Team Leader

United States

Full-time

Remote

Senior Level

$82K/yr - $115K/yr

7+ years exp

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Responsibilities

Key contributor and subject matter expert for all service-related accounting functions; intermediary between Finance and senior leadership with Service and Operational Excellence

Oversight of manual journals required related to service operations; collaborate with business to ensure proper documentation, support and reasoning is provided prior to recording of journals

Review, investigate and identify discrepancies and issues within complex accounts; identify root cause, make recommendations and implement solutions

Work closely with Director, Financial Controls and Director, Metrics to develop and maintain dashboard reporting for monitoring of service-related journals and activity

Liaison to Financial Controls team to ensure synchronization between Blackline and Workday General Ledger

Supervise, prepare and approve monthly account reconciliations of Staff and Senior Accountant with support of Director, Financial Controls

Work cross-functionally with other departments to identify imbalances, resolve reconciling items and ensure proper controls and accounting support is in place

Identify imbalances, resolve reconciling items and ensure proper controls and accounting support is in place

Oversee and lead monthly account reconciliation process with Director, Financial Controls within Penn Mutual Life (PML), Penn Insurance & Annuity (PIA) and Penn Insurance & Annuity New York (PIA NY)

Evaluate and make appropriate improvements to internal accounting and reconciliation processes to ensure consistency, accuracy and alignment to overall goals of the organization

Analyze data, identify trends, and technical issues

Provide technical expertise, strategic thinking and process improvement strategies to help accelerate progress in the area of reconciliations and journal entries– both from a technical accounting and process perspective

Perform ad-hoc analysis and participate in special projects where needed.

Strong knowledge of MS Excel with ability to manipulate large sets of data

Experience with Workday and/or Blackline strongly preferred

High attention to detail, accuracy and quality and ability to meet deadlines and prioritize tasks

Excellent analytical skills and strong organizational skills

Self-motivated with a sense of urgency and professionalism

Excellent communication skills, both verbal and written, required

Ability and willingness to multitask and adapt in a changing work environment

Strong technical aptitude with the ability to navigate within multiple systems and embrace new ones

Excellent problem-solving skills

Ability to work with others in a collaborative team environment, while maintaining a self-driven mentality

Qualification

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AccountingAccount ReconciliationsMS ExcelWorkdayBlacklineDegree in AccountingCorporate Accounting ExperiencePublic Accounting Experience