Financial Accountant
Company: City County Insurance Services
Location: Wilsonville
Posted on: May 3, 2024
Job Description:
DESCRIPTION
CIS is recruiting for a Financial Accountant
-
Recruitment opened: - - - - -May 1, 2024
-
Recruitment closes: - - - - - -May 22, 2024 (noon)
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Salary Range: - - - - - - - - - - -$102,454 to $125,091
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Job Location: -During the introductory training period (about the
first 6 months), the person hired is required to work 5 days per
week in our Wilsonville Office. - After the introductory training
period is complete, it is preferred that you work 3 days per week
in office, and 2 remote days per week from your Oregon residence. -
- - -
-
You must apply using our online application system
(governmentjobs.com) to be considered for an interview, and to
request Oregon Veterans Preference consideration.
-
I am interested; what do I do next? CIS uses a "quick apply"
application process, meaning you just need to submit your resume
and respond to a few questions. To learn more about the job, and
access our Careers page, please go to the link for our online
application system (governmentjobs.com):
-
General Position Summary: -
Financial interface focus - Improve integrated processing between
finance processes and transactions, and Intacct software, Paychex,
and internal insurance claims and benefits software. Person in this
position will document processes, and lean process development.
-
CIS Offers: Why is CIS a great place to work? Meaningful work that
impacts Oregon's communities, job stability, 100% employer-paid
retirement plan (Oregon PERS), regular salary increases, 90% of
health insurance premium paid by CIS, professional development
opportunities, and respect and appreciation for what you do.
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Please come join CIS. As a nationally recognized leader in risk
pooling and trust management, our values are integrity, financial
strength, expertise, innovation, adaptability, inclusion, and
collaboration, which not only benefits local communities, but also
delivers a great benefit to you! It is a win-win for everyone. Our
average employee tenure is 8 years; whether you are joining our
team for two years or 20 years, you will have the opportunity for
professional development. We would be honored to have you join our
team.
POSITION HIGHLIGHTS/JOB DESCRIPTION
Essential competencies of this job are described under the headings
below. They may be subject to change at any time. The omission of
specific statements of duties does not exclude them from the
position, if the work is similar, related, or a logical assignment
to the position. The job description does not constitute an
employment agreement between the employer and employee and may be
changed by the employer at any time.
-
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions, providing that an
accommodation(s) does not create an undue hardship for the
employer, remove an essential job function, and/or, create a direct
safety threat to the individual, or others.
-
-
GENERAL POSITION SUMMARY:
Financial interface focus - Improve integrated processing between
Finance/Intacct and Atlas, Compass, CIS Connect, Paychex including
process documentation and lean process development.
-
ESSENTIAL FUNCTIONS:
Temporary modifications to provide reasonable accommodations, or
transitional work assignments, do not waive any of the essential
functions for this position.
-
The following information may not be all-inclusive:
-
Driver License
The ability to drive is not an essential job function, nor is it
related to a business purpose.
-
Accounting Duties
-
General Ledger, Financial Statements, and Budgets
- Manages the General Ledger including such activities as
reconciliation and balancing of accounts to various subsystems
while assuring proper operation of internal controls, preparation
and/or approval of journal entries, compliance monitoring with
applicable requirements.
- Prepare monthly bank and investment reconciliations.
- Monthly general ledger closing coordination.
- Monthly deferral and accrual activities.
- Ongoing analysis using insurance industry tools such as loss
triangles and payment patterns.
- Regulatory and compliance reporting, including 1099s, along
with year-end processing.
- Manage compliance and reporting calendar.
- Prepare and examine financial records.
- Ensure accuracy of financial information.
- Prepares portion of annual financial statements and related
notes and disclosures, interprets, and applies laws, rules,
regulations, and fiscal policies and procedures.
- Performs complex accounting for multiple accounting systems,
and many fund types, revenue sources, cost centers, and cost
allocations.
- Provide support for preparation of financial statements and
budget development, through reconciliation of various balance sheet
accounts, AP clearing account, accounts payable, and a variety of
other general ledger accounts.
- Generate and update reconciliation spreadsheets for accounts.
-Reporting and Analysis
- Trial balance analysis.
- Prepares expenditure, revenue, budget status, and other
management reports.
- Analysis using loss triangles, payment patterns, etc.
- Analyze nonstandard accounting transactions to decide and
initiate appropriate entries.
- Generates and analyzes custom reports and fiscal
interpretations.
- Assist in defining the concepts, methods, and administrative
procedures for planning, coordinating, evaluating, and conducting
Finance Department processes.
- Helps coordinate the work related to independent audit
preparation; discuss the application of appropriate accounting
principles as appropriate.
- Suggest enhancements for financial management
systems.Audits
- Assist with internal audits and other internal
evaluations.Accounting and Finance
- Make or recommend future reconciliation solutions for problems
stemming from existing processes, policies, or procedures.
- Collaborate with program managers to identify business needs,
compliance, and reporting requirements.
- Serve on a team that recommends modifications to agency
accounting processes and policies.
- Analyze business processes and integrated processing between
Finance and Atlas, Compass, CIS Connect, Paychex etc. and makes or
recommends modifications and enhancements for financial management
processes and procedures leading to significant improvements in
efficiency.
- Test, troubleshoot, and recommend necessary corrections to
existing processes or refer issues to IT staff as needed.
- Helps users, and offers answers to unusual or less common
questions, which may be referred by IT staff.
- Analyze operational processes, goals, and objectives; identify
data requirements; design process enhancements or process
specifications based on evaluation.
- Create or update finance process documentation.
- Maintain an awareness of new/revised legislation or statutes,
techniques, and equipment used in providing accounting and
fiscal-related services. -Payroll
- Providing payroll backup: - -Process payroll along with related
reports and bills. -Accounts Payable (backup)
- Refer to Accounts Payable Accountant's job
description.Other
- Frequent member communications. - -
EDUCATION, CERTIFICATION, CERTIFICATES, KNOWLEDGE & EXPERIENCE:
Education and experience requirements listed are minimum standards.
Other equivalent combinations of education, certifications,
training, and experience may be considered.
-
Education: - - - - - - - - -Bachelor's degree.
-
Knowledge:
- Accounting principles and practices.
- Fiscal management principles and practices.
- Accounting and related software programs.
- Payroll processing systems, procedures, and controls.
- Financial process analysis, design, and data management
concepts.
- Public finance and budgeting.
- Conflict resolution.
- Supervision/management theories, principles, and
practices.
- Effective and efficient public relations.
- Educational methods and instructional techniques.
- Personal computers and related software programs.
- Personnel policies and procedures and labor contract
provisions.
- Applicable CIS policies.
- Applicable Federal, State, and local laws, rules, and
regulations. -
Certificates: - - - - - - - -N/A
-
Certifications: - - - - - -N/A
-
Licenses: - - - - - - - - - -N/A
- - - - - - - - - - - - -
Experience: - - - - - - - -More than 5 years of experience related
to extensive, direct experience with finance interface processes,
reconciliations, and lean process improvement and automation.
-
-
SPECIAL QUALIFICATIONS:
- CPA.
- MBA. - -
NON-ESSENTIAL JOB FUNCTIONS:
- Other duties as assigned.
- Administer projects.
- Provide backup to daily A/P and A/R processing.
- Special projects.
- Other duties as assigned. - -
CIS VALUES
CIS has identified shared values to guide staff. These values
provide the lens through which we expect you to work:
- Service: -We maintain an unwavering commitment to provide
exceptional service, solutions, and support.
- Stewardship: -We exercise fiscal discipline and safeguard
resources with prudence, protection, and care for our members and
the communities they serve.
- Integrity: -We strive for alignment between our actions, words,
and values. -We seek consistency in our interactions, behaviors,
and decisions.
- Innovation: -We are forward thinking - embracing fresh ideas
and seeking new ways to help our members navigate changes and
improve services.
- Collaboration: -We listen to and work with members and
partners. -We engage in cross-departmental teamwork to maintain
high productivity and achieve our mutually shared goals.
- Equity: - We strive to build diverse teams and foster a
respectful, inclusive environment where contributions are
recognized, authenticity is encouraged. -
CIS WORK STANDARDS:
- Regular attendance and punctuality.
- Speak and act truthfully.
- Conduct oneself with integrity, character, and
trustworthiness.
- Exhibit self-control.
- Detail-oriented.
- Thorough when completing work tasks.
- Accept constructive criticism.
- Calmly and effectively process high stress situations.
- Reliable, responsible, and dependable.
- Willingness to take on responsibilities and challenges.
- Communicate effectively both verbally and in writing with
supervisors, managers, coworkers, and other individuals inside and
outside CIS.
- Exhibit professional manner in dealing with others and work to
maintain constructive working relationships.
- Work effectively and relate well with others inside and outside
CIS. -
PHYSICAL DEMANDS OF THE POSITION/WORKING CONDITIONS:
CIS is committed to complying fully with the Americans with
Disabilities Act (ADA) and Oregon's Disability Accommodation and
Discrimination laws. We are also committed to ensuring equal
opportunity in employment for qualified persons with disabilities.
CIS will make reasonable efforts to accommodate a qualified
applicant or employee with a known disability, unless such
accommodation creates an undue hardship on CIS' operations, or a
safety risk to employee or coworkers, or removes an essential job
function. Employees should request an accommodation as soon as it
becomes apparent that a reasonable accommodation may be necessary,
to enable the employee to perform the essential duties of a
position, or to participate in the employment process. -To discuss
an accommodation request, please contact Janie McCollister, CIS' HR
Manager.
-
The factors described herein are representative of, but not
all-inclusive of, those that must be met by an individual to
successfully perform in the position.
-
Physical
Please contact CIS' HR manager for this information.
Environment
Work is performed in a climate-controlled office environment.
-
WORK SCHEDULE:
CIS has a 37.5-hour workweek. Unless otherwise approved by the
Department Manager and Supervisor, the typical schedule is Monday -
Friday falling between the hours of 8:00 a.m. and 5:00 p.m.
-
Occasionally works outside of typical office hours, as
necessary.
-
The home office for this position is CIS' Wilsonville office. At
the discretion of the Executive Director, the home office may be
designated as another office.
-
This position includes occasional travel to meetings, training,
conferences, staff events, and CIS' Annual Conference; may include
two or more-night over-night travel per year.
QUALIFICATIONS
MINIMUM QUALIFICATIONS
Education and experience requirements listed are minimum standards.
Other equivalent combinations of education, certifications,
training, and experience may be considered.
-
Education and experience requirements listed are minimum standards.
Other equivalent combinations of education, certifications,
training, and experience may be considered.
-
Driver License
The ability to drive is not an essential job function, nor is it
related to a business purpose.
-
Knowledge of, and experience with:
-
General Ledger, Financial Statements, and Budgets
- Managing the General Ledger including such activities as
reconciliation and balancing of accounts to various subsystems
while assuring proper operation of internal controls, preparation
and/or approval of journal entries, compliance monitoring with
applicable requirements.
- Preparing monthly bank and investment reconciliations.
- Monthly general ledger closing coordination.
- Monthly deferral and accrual activities.
- Ongoing analysis using insurance industry tools such as loss
triangles and payment patterns.
- Regulatory and compliance reporting, including 1099s, along
with year-end processing.
- Managing compliance and reporting calendar.
- Preparing and examining financial records.
- Ensuring accuracy of financial information.
- Preparing portion of annual financial statements and related
notes and disclosures, interprets, and applies laws, rules,
regulations, and fiscal policies and procedures.
- Performing complex accounting for multiple accounting systems,
and many fund types, revenue sources, cost centers, and cost
allocations.
- Providing support for preparation of financial statements and
budget development, through reconciliation of various balance sheet
accounts, AP clearing account, accounts payable, and a variety of
other general ledger accounts.
- Generating and updating reconciliation spreadsheets for
accounts. -Reporting and Analysis -
- Trial balance analysis.
- Preparing expenditure, revenue, budget status, and other
management reports.
- Analyzing using loss triangles, payment patterns, etc.
- Analyzing nonstandard accounting transactions to decide and
initiate appropriate entries.
- Generating and analyzing custom reports and fiscal
interpretations.
- Assisting in defining the concepts, methods, and administrative
procedures for planning, coordinating, evaluating, and conducting
Finance Department processes.
- Helping coordinate the work related to independent audit
preparation; discuss the application of appropriate accounting
principles as appropriate.
- Suggesting enhancements for financial management
systems.Audits
- Assisting with internal audits and other internal evaluations.
-Accounting and Finance
- Making or recommending future reconciliation solutions for
problems stemming from existing processes, policies, or
procedures.
- Collaborating with program managers to identify business needs,
compliance, and reporting requirements.
- Serving on a team that recommends modifications to agency
accounting processes and policies.
- Analyzing business processes and integrated processing between
Finance and software programs. and making or recommending
modifications and enhancements for financial management processes
and procedures leading to significant improvements in
efficiency.
- Testing, troubleshooting, and recommending necessary
corrections to existing processes or refers issues to IT staff as
needed.
- Helping users, and offering answers to unusual or less common
questions, which may be referred to by IT staff.
- Analyzing operational processes, goals, and objectives;
identifying data requirements; designing process enhancements or
process specifications based on evaluation.
- Creating or updating finance process documentation.
- Maintaining an awareness of new/revised legislation or
statutes, techniques, and equipment used in providing accounting
and fiscal-related services. -Payroll
- Provide payroll backup: -Processing payroll along with related
reports and bills. -Accounts Payable (backup)
- Provide payroll backup.Other
- Frequent member communications.EDUCATION, CERTIFICATION,
CERTIFICATES, KNOWLEDGE & EXPERIENCE:
Education and experience requirements listed are minimum standards.
Other equivalent combinations of education, certifications,
training, and experience may be considered.
-
Education: - - - - - - - - -Bachelor's degree.
-
Knowledge:
- Accounting principles and practices.
- Fiscal management principles and practices.
- Accounting and related software programs.
- Payroll processing systems, procedures, and controls.
- Financial process analysis, design, and data management
concepts.
- Public finance and budgeting.
- Conflict resolution.
- Supervision/management theories, principles, and
practices.
- Effective and efficient public relations.
- Educational methods and instructional techniques.
- Personal computers and related software programs.
- Personnel policies and procedures and labor contract
provisions.
- Applicable policies.
- Applicable Federal, State, and local laws, rules, and
regulations.Experience: - - - - - - -More than 5 years of
experience related to extensive, direct experience with finance
interface processes, reconciliations, and lean process improvement
and automation.
- -
SPECIAL QUALIFICATIONS:
- CPA.
- MBA.
I'M INTERESTED; WHAT DO I DO NEXT?
CIS uses a "quick apply" application process, meaning you just need
to submit your resume and respond to a few questions. To learn more
about the job, and access our Careers page, please go to the link
for our online application system (governmentjobs.com):
Keywords: City County Insurance Services, Beaverton , Financial Accountant, Other , Wilsonville, Oregon
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