Accounting Manager

Job Locations US-OR-Portland

Overview

You’re a general accounting expert who can effectively lead a team. Are you ready to bring your talents to a purpose-driven company that is growing?

 

As the Accounting Manager at Precoa, you’ll manage the general accounting function. From compiling financial reports to complying with tax filings, you’ll ensure work is timely and accurate. With your oversight and keen eye for detail, you’ll maintain and strengthen our financial policies and processes. 

 

About Precoa: Known for our fun, upbeat culture, Precoa is a leader in the preneed insurance industry, providing an innovative marketing, lead generation, and appointment-setting program known as ProActive Preneed®. Our core values of KINDNESS, PROGRESSION and CRAFTSMANSHIP have led us to be named one of The Oregonian’s Top Workplaces for nine consecutive years, and we support our external and internal partners with these core values in mind. Headquartered in Portland, OR since its founding in 2004, Precoa employs over 288 employees, plus a network of more than 600 independent preneed agents, all passionately focused on one thing: helping people plan today so their families can focus on connection when they need it the most.

Responsibilities

  • Manage the accuracy and productivity of day-to-day accounting activities including accounts receivable and invoicing, accounts payable, cash receipts / disbursements, fixed assets, and general accounting
  • Establish and enforce proper accounting methods and principles
  • Manage month-end / year-end close process and year-end audit preparation; perform complete accounts analysis / reconciliation to ensure the integrity of financial statements
  • Coordinate and disseminate department and company budget detail for financial forecasts and budgeting
  • Manage and comply with local, state, and federal government reporting requirements and tax filings
  • Manage treasury functions including maintaining good relationship with bankers and administer online banking platform
  • Develop and document business processes and accounting policies to maintain and strengthen internal controls
  • Supervise and manage the team to ensure that work is properly allocated and completed in a timely and accurate manners
  • Manage and/or participate in projects affecting accounting including system upgrades, conversions, implementation of new products and new business requirements

Qualifications

  • Capacity to understand the preneed insurance industry and correlated accounting transactions
  • Thorough knowledge of accounting principles and procedures
  • Able to identify and resolve problems in a timely manner
  • Experience with creating financial statements and with general ledger functions and the month- end/year-end close process
  • Ability to meet deadlines; excellent time management skills
  • Knowledge of federal and state financial regulations
  • Able to direct, supervise, and mentor staff
  • Effective written and interpersonal communication skills
  • Excellent computer skills, including Word, Excel and MS Office
  • Able to exhibit a high level of confidentiality
  • Set an example of Precoa’s core values and beliefs through lifestyle and leadership practice

Education and/or Experience:

  • CPA license is preferred but not required
  • B.S. in Accounting, Finance or other related field
  • 5-8 years of relevant accounting experience preferred
  • 3-5 years management experience
  • Experience with Oracle Fusion or other ERP system preferred

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