Senior Account Associate

1 month ago


mumbai, India Adept Global Full time

Designation: Senior Account Associate (US TAX ACCOUNTING)

Location: Mumbai

Exp: 3-5 years

Salary: Best in the industry


Role:

As an Account Executive they process, reconcile, associate, and provide support. Collaboration and effective communication are key to completing their assignments. Account Associates recognizes the attention to detail when processing their assigned items and working together as a team. Excellent communication in English is essential along with willingness to work during night shifts.


Responsibilities:

  • Logs into insurance carrier online portal to download, compile and save all statements.
  • Analyzes incoming payments to correctly record items into Agency Management Systems.
  • Creates and responds to internal inquiries to identify the placement of funds.
  • Identifies and processes statements to apply commissions correctly.
  • Performs research and creates journal entries to move cash and revenue to appropriate divisions.
  • Maintain and upkeep internal communications to avoid discrepancies.
  • Attentive to ensuring all tasks assigned are maintained, updated and current to prevent a backlog.
  • Builds effective electronic correspondence that engages an effective partnership.
  • Assists with the preparation of internal reports for tracking progress of placement of funds and reconciliation of insurance carrier statements.
  • Accounting entries as per U.S. GAAP


Requirements:

  • Education requirement: CA / CPA / CMA preferred
  • 3-5 years experience in accounting/finance fields.
  • Insurance experience preferred.
  • Flexibility of working additional hours as needed based on business needs since the role supports US team.
  • AMS 360 or EPIC software skills desired but not required.


Interested Candidates kindly share your updated resume to husena@adeptglobal.com



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