Senior Accountant & AI Specialist
New
B
BranchInsurance
Branch has a preference for candidates in Ohio, but is open to candidates located in AZ, FL, GA, IL, IN, IA, KS, KY, MD, MI, MO, NV, NC, OH, PA, SC, SD, TN, TX, and WI.Full-TimeSenior
Salary$77,760 - $86,400; $77,760 – $86,400 • Offers Equity • Offers Bonus
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Job Details
- Experience
- 5+ years
- Required Skills
- Artificial IntelligenceAccounting
Requirements
- 5+ years of corporate accounting experience, with month-end close, reconciliations, and compliance reporting owned independently.
- Investment accounting experience, or clear evidence that you can pick it up quickly.
- A four-year degree in Accounting, Finance, or a related field.
- Hands-on experience applying AI to real work (e.g., previous roles, training, or personal projects).
- Track record of automating work and measuring efficiency savings.
- Ability to teach technical concepts and processes to others through documentation and training.
- Excellent understanding of AI tools and concepts.
- Proactive and creative thinker who challenges the status quo.
- Ability to make decisions with incomplete information.
- Strong written and oral communication skills.
- Proven track record of managing multiple projects and prioritizing work.
- Ability to work independently and handle ambiguity.
Responsibilities
- Own month-end close, reconciliations, and recurring reporting, delivered on deadline.
- Own investment accounting: journal entries, investment schedules, and the reconciliations behind them.
- Prepare and support state compliance filings, including the forecasts and calculations that feed them.
- Support the accounting for new insurance programs, standardizing handling procedures.
- Maintain compliance with GAAP, statutory, and regulatory requirements, including internal controls and documentation.
- Identify recurring accounting work that should not be manual, and rebuild it using AI tools.
- Map current-state processes, prototype AI-enabled alternatives, and lead the implementation.
- Hand off automations to the person who runs the process with documentation and training.
- Evaluate and pilot AI tools for the accounting and finance team.
- Apply AI to investment-related accounting and reporting workflows to improve data quality and turnaround time.
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