Account Executive (Part Time) | Employee Benefits

Description LI-KW1 LI-Remote Responsibilities Account Executives with the Employee Benefits Division focus on managing an existing book of business and increasing account retention. They act in a client advisory and strategic role. Typically, they are not involved in day-to-day account administration but may need to occasionally provide support and back-up to Account Managers. They are also responsible for account expansion. Maintains and enhances the firm’s relationships with existing clients …

Our finance team ensures the fiscal health and stability of our operations. You will support budgeting, forecasting, and financial analysis to help the company grow sustainably. We value integrity, precision, and the ability to turn numbers into strategic advice.

Requirements

• Strong understanding of accounting principles and financial reporting.
• Proficiency in MS Excel (advanced formulas, pivot tables, modeling).
• High level of accuracy and attention to detail in financial calculations.
• Ability to manage multiple deadlines in a fast-paced environment.
• Strong ethical standards and understanding of regulatory compliance.
• Degree in Finance, Accounting, or Economics; progress toward CPA/CFA is a plus.