Staff Accountant

Staff Accountant Full-time

Department Name:

Finance & Accounting

Office Type:

Hybrid Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. We

COLLABORATE

continuously because, together, we are more powerful and make amazing things happen for our clients and company. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"? We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. We

CELEBRATE

both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Job Description This Staff Accountant position offers a comprehensive, hands‑on experience across all areas of accounting. As part of a collaborative and supportive team, the Staff Accountant will be responsible for maintaining the accounting records of offices and ensuring all financial activity aligns with Trucordia's standards. This role provides an opportunity to contribute to process improvements and support the organization's commitment to accuracy, transparency, and operational excellence.

Duties and Responsibilities:

Reporting financial information, providing timely, accurate, and useful information to management for review and decision making. Working with Principles to communicate and manage financial goals/deadlines for month-end processes. Performing full balance sheet reconciliation, including substantiation, for monthly close work papers. Consolidating multi-company financial statements with variance analysis. Supporting other accounting staff in the creation of annual audits. Leading staff and junior accountants to ensure deadlines are met. Interpreting data and identifying trends to influence projects. Performing revenue reconciliation to carrier and client agreements. Qualifications Bachelor's degree in Accounting, Finance, or 1-3 years of relevant professional experience. Experience with general ledger reconciliations, accounts payable/receivable, and journal entries. Familiarity with month-end and year-end closing processes. Strong Microsoft Excel skills, including VLOOKUP, pivot tables, and basic formulas. Ability to analyze financial data and prepare standard financial reports. Strong attention to detail, accuracy, and sound problem‑solving skills. Effective time management with the ability to meet deadlines independently or collaboratively. Clear written and verbal communication with a high level of integrity and confidentiality. Additional Information Please see our company

Benefits:

Medical, Dental, Vision Life Insurance and AD&D FSA / HSA Accident Critical Illness Hospital Indemnity Supplemental Health Insurance Employee Assistance Program (EAP) Pet Insurance 11 Paid Holidays Flexible PTO 401K Trucordia Insurance Services, LLC and its affiliates (collectively, the "Company") is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer. Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.

Attention Recruitment Agencies:

Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.