Position Purpose: Apply principles of accounting to perform various accounting tasks, analyze financial information, prepare financial reports and assist management with projects as needed.
· Compiles and analyzes financial information to prepare entries to accounts, such as general ledger accounts, documenting business transactions, and completes general ledger reconciliations.
· Prepares various banking transactions including incoming & outgoing ach and wire transactions.
· Prepares daily fast funding transactions, system imports & corresponding reconciliations.
· Prepares bank reconciliations daily for multiple bank accounts, research outstanding items & maintain and research the outstanding checklist to keep list current.
· Prepare & file premium tax filings and reconcile associated accounts monthly
· Ensures that all deadlines are met in accordance with the closing dates set by management.
· This list of responsibilities may not be all-inclusive and can be expanded to include other duties or responsibilities as needed.
· A Bachelor’s degree in Accounting or Finance is recommended but not required
· Familiarity with bookkeeping and basic accounting procedures.
· Prefer 1-3 years of experience in a financial environment, or equivalent combination of education and experience.
· Proficient knowledge of Microsoft Office, especially Excel.
· Able to work with a minimum of supervision while understanding the necessity for communicating and coordinating work efforts with the accounting team and employees in other departments.
· Strong work ethic and emphasis on attention to details.
· Adaptability and flexibility.
· Commitment to continuous learning.
· Analytical problem-solving ability.
· Ability to work well under pressure and within short deadlines.
· Ability to handle confidential information.
· Maintains prompt and regular attendance.
· Required to work extra hours as needed (with prior authorization), especially during year-end (January and February), may include some Saturdays.
Security National Financial Corporation and its wholly owned subsidiaries operate in three main business segments: life insurance, cemetery and mortuary, and mortgage loans. More info at www.securitynational.com.
The design and structure of our company is that each segment is related to the others, and contributes to the profitability of the whole. For example, our cemetery and mortuary operations enjoy a high level of public awareness that assists in the sales and marketing of our insurance and pre-need cemetery/funeral products. Security National Life Insurance Company in turn invests its assets in high quality mortgage loans. Thus, while each segment is a stand-alone profit center, this horizontal integration is planned to improve profitability. Our company also actively pursues growth through acquisitions of life insurance companies and mortuaries, and by expanding our mortgage operations.
