About this role
*Job Posting: Assistant Accounting Manager*
*Salary:* $90,000
*Job Types:* Full-time, Permanent
Successful financial advisors recognize us as the leading Managing General Agency (MGA) for supporting their growth through accurate high commission payments, client prospecting, and extensive industry knowledge. For this reason, we hire only the best?self-motivated, results-driven individuals who believe in "higher results, higher rewards." Our partners, including top-tier professionals and business owners, demand excellence, and we meet their needs with a team delivering unparalleled service, knowledge, and accuracy.
Our network spans over 700 advisors, from part-time social advisors to elite professionals earning millions in commissions. These high-performing individuals expect nothing but the best, and we consistently deliver with a top-tier team known for unmatched service, expertise, and professionalism. While most of our advisors are Chinese, we are committed to expanding our presence among South and Southeast Asian advisors in the coming years.
*What You?ll Do to Excel*
* Constantly Improve accounting procedures and workflows to increase accuracy, efficiency, and accountability. * Take full ownership of the company?s day-to-day accounting and finance operations, ensuring accuracy, timeliness, compliance, and accountability. * Lead month-end and year-end closing processes, including reconciliations, adjusting entries, schedules, financial reporting, and supporting documentation. * Review financial statements, commission reports, accounts receivable, accounts payable, cash flow, and key financial data before they are presented to management. * Oversee bank, commission, carrier, advisor, and transaction reconciliations, ensuring discrepancies are investigated and resolved promptly. * Establish and maintain strong internal controls to reduce accounting errors, prevent duplicate or incorrect payments, and protect company assets. * Manage advisor commissions and compensation reporting, ensuring accuracy and timely resolution of discrepancies with advisors, carriers, and partners. * Lead budgeting, cash-flow monitoring, expense management, and financial analysis to support management decisions. * Maintain high standards across QuickBooks Online, accounting software, CRM systems, and industry platforms, ensuring financial data remains accurate and current. * Be highly technology-oriented and proactively identify opportunities to use AI, SaaS applications, and automation to streamline accounting and administrative processes. * Evaluate, implement, and optimize cloud-based tools and system integrations to reduce manual work, eliminate duplicate data entry, improve accuracy, and accelerate reporting. * Develop automated workflows for reconciliations, commission processing, accounts payable, accounts receivable, document management, approvals, and management reporting. * Use AI tools responsibly to improve data analysis, identify discrepancies, document procedures, and increase team productivity while maintaining confidentiality and appropriate internal controls. * Lead the adoption of new technology by testing solutions, documenting workflows, training team members, and monitoring results to ensure measurable improvements in efficiency and accuracy. * Coordinate with external accountants, auditors, tax professionals, financial institutions, carriers, and other professional partners when required. * Develop, document, and continuously improve accounting SOPs, controls, reporting systems, and workflows as the company grows. * Lead, train, review, and hold accounting team members accountable for deadlines, accuracy, productivity, and professional standards. * Establish clear KPIs for the accounting department and report results, outstanding issues, and recommended actions to senior management. * Identify financial or operational risks early and bring management solutions?not simply problems. * Ensure the accounting department can op