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Sr. Accountant, Financial Services

Company: Jobot
Location: Los Angeles
Posted on: January 23, 2026

Job Description:

Job Description Job Description Leading financial services company in Woodland Hills, CA needs a Sr. Accountant to manage premiums, claims, product accounting, and month-end close. 5 years accounting experience required. Experience in financial services and with MS Dynamics 365 desired. This Jobot Job is hosted by: Ray Madden Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $90,000 - $110,000 per year A bit about us: We’re a forward-thinking financial services firm specializing in innovative insurance products. Our team thrives on accuracy, collaboration, and creative problem-solving to deliver solutions that make an impact. Why join us? Be part of a specialized team focused on innovative insurance products Opportunity to work with complex, high-volume financial data Hybrid work environment offering balance and flexibility Collaborative culture that values accuracy, initiative, and innovation Job Details We are a leading financial services company specializing in specialty insurance products. We are seeking a Senior Accountant to join our team to manage day-to-day accounting and reporting related to our insurance offerings. This is a key role supporting the accuracy of premiums, claims, and product liabilities, reporting to the Accounting Manager with no direct reports. Responsibilities: Oversee operational and accounting aspects of specialty insurance products, including: Understanding agreements with third-party providers Weekly/monthly reporting of product activity to third-party partners Timely funding of premiums and reconciliation of payments Adjusting premium payments for refunded or compensated claims Prepare and post monthly journal entries related to: Premium payments and associated adjustments Cash claims and product vouchers Product costs and expense reconciliations Other daily accounting activities (cash, prepaids, accruals, etc.) Support month-end close and preparation of financial documentation Analyze large data sets to ensure accuracy and compliance Qualifications: Bachelor’s degree in Accounting, Finance, or related field 5 years of accounting experience, ideally in financial services, insurance, or specialty product accounting Strong Excel skills (PivotTables, VLOOKUP, IF/SUM formulas) Ability to work independently and exercise judgment in problem-solving Detail-oriented, organized, and able to meet deadlines Strong analytical and communication skills Experience with Microsoft Dynamics 365 is a plus Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy Company Description Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com. Company Description Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Keywords: Jobot, Santa Ana , Sr. Accountant, Financial Services, Accounting, Auditing , Los Angeles, California


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