Accountant III

Job Title: Accountant III Location: Plano, TX or Madison, WI (2 days in office – 3 days remote) Position Summary The Accountant III is responsible for performing accounting and control-related functions, as well as financial reporting activities related to individual supplemental, group accident and health, and individual life and annuity insurance products. Key Responsibilities Prepare monthly general ledger entries, primarily related to recording insurance activity, including premiums, claims…

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.