We are looking for an Accounting Manager to take full ownership of the accounting function at a Dallas-based commercial insurance brokerage serving a diverse portfolio of clients. You will oversee day-to-day accounting operations, ensure the accuracy and integrity of financial records, and support business decision-making across a team of 20 to 25 professionals.
This is a hands-on role. You need to be comfortable owning accounts payable, accounts receivable, payroll, general ledger, reconciliations, and financial reporting while also bringing the flexibility to support operational and administrative needs as the business evolves. If you have strong accounting fundamentals, insurance or financial services experience, and the ability to work independently without constant direction, this role is a strong fit.
Why You'll Want to Join
You will be paid in USD (bi-monthly: every 15th and 30th)
Paid Time Off in accordance with company policy
Observance of Holidays per company guidelines
100% remote setup so you can work wherever you're most productive
This role requires availability during US Central Time business hours
Own the entire accounting function of a growing commercial insurance brokerage with direct access to leadership
Stable, long-term role with real ownership and room to build better processes from the ground up
What You'll Work On
Accounting and Financial Operations
Oversee all accounting operations including accounts payable, accounts receivable, payroll, general ledger, and monthly reconciliations
Maintain accurate books and ensure the integrity of all financial records in accordance with US GAAP principles
Prepare timely and accurate financial statements, reports, and analyses for management review
Manage cash flow, budgeting, and forecasting to support business planning and growth initiatives
Ensure compliance with regulatory requirements and internal policies
Identify issues, discrepancies, and inefficiencies in existing accounting workflows and resolve them proactively
Systems and Tools
Utilize Applied Epic accounting software for all relevant accounting functions
Maintain clean, organized financial records and documentation across all systems
Support the transition of appropriate accounting work into a centralized internal function
Operational and Administrative Support
Provide support for non-accounting tasks as required including administrative duties, project assistance, and operational support
Respond to ad hoc requests from leadership with professionalism and accuracy
Collaborate with internal teams and external partners including banking contacts and outside advisors
What You Bring
Bachelor's degree in Accounting or a related field
Minimum of 5 years of progressive accounting experience
Insurance brokerage, commercial insurance, or financial services experience strongly preferred
Strong knowledge of US GAAP and accounting principles and practices
Proficiency in Microsoft Office Suite, especially Excel
Comfortable learning and operating Applied Epic or similar agency management and accounting systems
Clear written and verbal English communication skills
Ability to work US Central Time business hours
High attention to detail, strong follow-through, and the ability to work independently
Adaptable, proactive, and solutions-oriented with the flexibility to take on varied tasks as business needs evolve
Nice to Have
CPA or equivalent accounting credential
Applied Epic experience
Experience with insurance commissions, carrier payables and receivables, agency billing, or trust account reconciliation
Prior Controller or Accounting Manager title in a small or mid-sized company
Experience coordinating with outside accounting firms or professional service partners
Experience working remotely for a US-based company
How to Apply
Please include:
Your updated resume
A short Loom video (1 to 2 minutes) introducing yourself, describing your accounting background, and walking through how you have owned an accounting function or taken over a fragmented process and improved it
Only candidates who submit a Loom video will be moved to the next step of the hiring process.
If you are a hands-on accounting professional who can bring order to a growing business, build trust with leadership, and own the numbers from start to finish, this role gives you the ownership and the direct impact to do your best work.
Application Process Overview
Our comprehensive selection process ensures we find the right fit for both you and our clients:
Initial Application - Submit your application and complete our prequalifying questions
Video Introduction - Record an video introduction to showcase your communication skills and work experience
Role-Specific Assessment - Complete a homework assignment tailored to the position (if applicable)
Recruitment Interview - Initial screening with our talent team
Executive Interview - Meet with senior leadership to discuss role alignment
Client Interview - Final interview with the client team you'd be supporting
Background & Reference Check - Professional reference verification
Job Offer - Successful candidates receive a formal offer to join the team
Each stage is designed to evaluate your fit for the role while giving you insights into our company culture and expectations. We'll keep you informed throughout the process and provide feedback at each step.
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