TRANZACT is a leading direct-to-consumer insurance services business, specializing in the distribution of Medicare Advantage, Medicare Supplement and Life & Supplemental insurance policies. Our focus is on leveraging our highly skilled team of over 3,000 professionals to deliver innovative solutions for our insurance carrier partners and provide consumers with a best-in-class experience.
Requirements
- Responsible for the month-end closing process for assigned line(s) of business including journal entries, account analysis, and financial statement preparation.
- Prepare and analyze key financial metrics and revenue trends for assigned line(s) of business.
- Prepare and present monthly financial analysis and trends to the business leadership and collaborate regarding future monthly financial expectations.
- Reconcile general ledger accounts to ensure accurate reporting and ledger maintenance.
- Collaborate with other team leads to prepare overall company financial reports.
- Develop and maintain procedures around monthly closing.
- Identify, document, and implement additional business and accounting workflows, policies, and procedures as required.
- Prepare and provide required documentation for external auditors.
- Participate in and contribute positively to work/team environment.
- Develop and implement new processes to improve efficiency.
- Special projects as needed.
Benefits
- Health and Welfare Benefits
- Leave Benefits
- Annual Paid Time Off
- Short-Term Disability
- Long-Term Disability
- Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave)