Principal Client Accounting Advisor

The Principal Client Accounting Advisor is a senior-level role within the Reinsurance & Client Reporting Department. This position plays a critical role in month-end and quarter-end close activities, with a primary focus on engaging with clients and providing exceptional financial reporting services. The successful candidate will possess a strong technical accounting background, be adept at analyzing financial data, and demonstrate expertise in client communication.

This role has oversight over a broad array of financial aspects including general ledger accounting, comprehensive financial reporting, financial analysis, taxation, investment strategies, and controllership practices. In addition, the Principal Client Accounting Advisor will have the opportunity to interact with senior leadership and engage with the company's most important clients, contributing to the overall success of the organization.

Dynamic Work Environment

We foster a dynamic work environment and are committed to providing a world-class facility for our employees. Our 100,000 square foot corporate office in Irving, TX offers state-of-the-art technology, dedicated collaborative spaces, ergonomic workstations, and a vibrant working café. With its light-filled space and panoramic windows on every floor, the office provides an inspiring setting surrounded by numerous restaurants, entertainment options, and a live music venue.

Primary Responsibilities

• In collaboration with others, serve as a key point of contact for client inquiries, facilitating effective communication through video conferencing, telephone, and email.
• Conduct thorough research and provide prompt, professional responses to client inquiries, maintaining a high level of service.
• Serve in a key role running tax related functions.
• Perform ad hoc financial analysis and actively contribute to project-based initiatives.
• Play a pivotal role as a subject matter expert, offering invaluable guidance and support to team accountants, fostering their professional growth and development.
• Act as a trusted resource, providing comprehensive expertise and mentorship to drive problem-solving efforts and guide department initiatives, fostering a collaborative and proactive environment focused on continuous improvement and achieving strategic goals.
• Collaborate in month-end, quarter-end, and year-end close processes, ensuring accuracy and timeliness.
• Review and analyze general ledger accounts, journal entries, and reconciliations.
• Conduct comprehensive analysis of operational data to ensure accuracy and identify opportunities for improvement.
• Analyze existing processes and contribute to process improvement initiatives.

Knowledge and Skills

• Highly proficient in utilizing Excel for financial analysis and data manipulation.
• Experience with any of the following is required: SQL, MS Power Platform, Power Query, VBA, Python, or relational databases. Proficiency with other automation applications/techniques not listed will also be considered.
• Candidates with data skills beyond Excel will be prioritized.
• Possesses excellent verbal and written communication skills, maintaining a professional demeanor.
• Demonstrates a strong work ethic and excellent time management skills.
• Detail-oriented with exceptional analytical and problem-solving abilities.
• Ability to work both independently and collaboratively within a dynamic environment, emphasizing accuracy and timeliness.

Experience and Education

• Bachelor's degree in accounting, finance, or a business degree with a focus on accounting or finance required. Post graduate education preferred.
• CPA certification is strongly preferred.
• Big 4 or major regional firm experience preferred.
• Public accounting candidates: 3-5 years.
• Industry candidates: 4-7 years.
• Successful candidates should have a proven track record of progressively increasing levels of responsibility throughout their professional career.