Bookkeeper/Accountant

Full-time

Description

POSITION SUMMARY

The Bookkeeper is responsible for maintaining accurate financial records and supporting key financial operations. This role demands meticulous attention to detail, proficiency in accounting practices, and a strong ability to manage multiple tasks efficiently. The ideal candidate will ensure the integrity of financial data and contribute to the company's financial health by overseeing daily bookkeeping functions, preparing financial reports, and assisting with budgeting and compliance tasks.

ABOUT THE COMPANY

At Main Line Benefits, we’re transforming the insurance industry by changing the lives of 5,000 agents and protecting 1,000,000 clients. Our team is growing, and we’re looking for motivated professionals to help us build a world-class organization. We believe in helping our employees grow personally, professionally, and financially. Our commitment to your development is matched only by our belief that success starts with building a culture where people thrive. Our core values of being a team player, being an expert, and doing what’s right are the backbone of our business—and they guide everything we do, especially our hiring process.

Requirements

OBJECTIVES

? Maintain and reconcile general ledger accounts, ensuring that all entries are accurate and up-to-date.

? Prepare and post journal entries, including adjustments, accruals, and amortizations, in line with company policies and accounting standards.

? Assist in the preparation of monthly, quarterly, and annual financial statements, ensuring all reports are timely and accurate.

? Provide accurate financial data to assist in the budgeting and forecasting process, helping to inform strategic decisions.

? Track and analyze company expenses, identify cost-saving opportunities, and provide recommendations for expense management.

? Conduct regular reconciliations with the Commissions Department to ensure the accuracy of cash balances and identify any discrepancies.

? Support the preparation and filing of sales tax, payroll tax, and other regulatory filings, ensuring compliance with all local, state, and federal requirements.

? Assist in the preparation for internal and external audits by organizing financial records and responding to auditor inquiries..

? Assist in payroll preparation, ensuring accurate calculation of employee wages, deductions, and compliance with payroll regulations.

? Maintain positive relationships with vendors and customers by addressing inquiries related to payments and invoices promptly. ? Ensure all financial documents are properly filed, organized, and accessible for auditing and reporting purposes. ? Continuously evaluate and recommend improvements to accounting processes and systems to enhance efficiency and accuracy. ? Perform other related duties as assigned.

COMPETENCIES

? Ability to accurately process and record financial transactions with a high level of precision.

? Efficiently manage multiple tasks and priorities, ensuring all deadlines are met.

? Strong ability to analyze financial data, identify trends, and provide actionable insights.

? Expertise in using accounting software (e.g., QuickBooks ) and Excel for managing and reporting financial data.

? Thorough knowledge of Generally Accepted Accounting Principles (GAAP) and their application in daily bookkeeping tasks.

? Ability to effectively communicate financial information to non-financial stakeholders.

? Proactive in identifying issues and developing solutions to financial discrepancies.

? Ability to prioritize tasks and manage time efficiently to meet tight deadlines.

? Maintain strict confidentiality of financial and payroll information.

? Strong focus on maintaining positive relationships with both internal and external stakeholders.

? Ability to adapt to changing business needs and handle unexpected financial challenges.

? Demonstrates ethical behavior and integrity in all financial dealings.

? Ability to work collaboratively within a finance team and across other departments.

? Comfort with utilizing and learning new software tools to improve financial operations.

? Commitment to staying updated with industry best practices and regulatory changes.

EDUCATION AND EXPERIENCE

? Associate’s or Bachelor’s degree in Accounting, Finance, or a related field preferred.

? Minimum of 3-5 years of bookkeeping experience, preferably within the insurance or financial services industry. Experience with accounting software and ERP systems is highly desirable.

PHYSICAL REQUIREMENTS

? Ability to sit for extended periods while working on a computer. Occasional walking, standing, and light physical activity may be required.

? Extended use of a computer screen is required. Visual acuity must be sufficient to read financial statements, reports, and computer screens.

? Proficiency in handling office equipment, such as computers, calculators, and filing systems, is necessary.

? Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the role.

Why You’ll Love This Role

? Salary and Compensation: Competitive base salary range of $50,000 - $70,000 with performance incentives. Your success drives your earnings, with clear targets and bonus opportunities.

? Career Growth Opportunities: We invest in your development with structured training, mentorship, and advancement paths. As we grow, so do your responsibilities, influence, and earning potential.

? Work-Life Balance: Flexible scheduling, remote work options, and a results-driven culture that values your time. We believe in productivity without sacrificing your personal life.

? Location and Commute: Our headquarters are conveniently located in Malvern, PA, with hybrid and remote opportunities available. Whether you're nearby or across the country, we provide the tools for success.

? Company Culture and Values: We’re a mission-first, people-centric team driven by integrity, inclusion, and impact. Our culture celebrates personal freedom, professional success, and the power of community.

? Health Insurance – Comprehensive medical coverage to keep you and your family healthy.

? Dental Insurance – Preventive and restorative dental care coverage.

? 401(k) Retirement Plan – Company-sponsored retirement savings plan to help you prepare for the future.

COMMITMENT TO DIVERSITY

Main Line Benefits is proud to be an equal opportunity employer. We are committed to meeting the needs of a multigenerational and multicultural workforce. We hire local talent at all levels regardless of race, color, religion, age, national origin, or any other protected status. We actively foster inclusion in all forms—both within our company and across every interaction with clients, candidates, and partners.