Staff Accountant at Lockton

Your Responsibilities

Lockton Affinity, located in Overland Park, Kansas is searching for a Staff Accountant to join our team. The Staff Accountant will be responsible for supporting the accounting department with day-to-day financial operations. This role typically involves preparing and maintaining financial records, performing general ledger accounting, assisting with month-end and year-end closings, reconciling accounts, and ensuring compliance with company policies and regulatory standards. Staff Accountants work under the supervision of the Accounting Manager and may collaborate with other departments to ensure financial accuracy.

RESPONSIBILITIES:

• Maintains quality and accuracy of all asset and liability account balances; reconciles accounts, researches entries when necessary, and makes needed corrections.
• Prepares and processes journal entries to record monthly activity.
• Prepares. reconciles and initiates payment of Marketing Fees to Corporate Sponsors and/or third parties.
• Prepares, reconciles and initiates payment of selected insurance company payables.
• Manages Treasury function and Automated Banking software, including maintaining bank accounts, transmitting payments and Positive Pay files,
  
  

and posting activity to general ledger.

• Prepares month end bank reconciliations.
• Analyzes and prepares tax compliance workpapers.
• Assists with preparing and administering the annual budget and audit.
• Prepares various reports and financial analyses, routinely and by request.
• Performs other responsibilities and duties as needed.
  
  

Qualifications

• Bachelor of Science degree in Accounting or related field, or years of experience equivalent.
• CPA Preferred, but not required.
• Insurance industry experience preferred.
• Proficiency in Excel, Power BI & other Microsoft products.
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
• Ability to efficiently organize work and manage time in order to meet deadlines.
• Strong attention to detail, initiative, communication, and interpersonal skills.
• Ability to convey a professional and positive image and attitude, and demonstrates commitment to continued professional growth and development.
  
  

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