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Sr. Accountant/Assistant Controller

Location: Palm Beach Gardens, Florida, United States

Company: Marsh & McLennan Agency

Job ID R_066071-en

Established as one of the premier insurance agencies in the USA, Marsh & McLennan Agency (MMA) is meeting the needs of mid-sized businesses across the country. MMA’s services are targeted to customers who seek professional advice on program structure, market knowledge, experience and expertise in their industry, along with local resources and service professionals.

MMA provides global risk management, risk consulting, insurance brokerage, alternative risk financing, and program management services for businesses, public entities, associations, professional services organizations, and private clients. We offer specialized products and services covering a wide spectrum of risks.

As an MMA associate, you can expect:

  • Competitive compensation
  • Flexibility
  • Entrepreneurial leadership
  • Unmatched, scalable resources
  • International platforms tailored at the local level 
  • Focused practice groups/industry verticals
  • Belief in the power of strong carrier partnerships
  • A firm that is committed to core values

Role Overview:

Working closely with Senior Finance Leaders, the Sr. Accountant will plan and carry out responsibilities related to maintaining the financial records of the Company.  In support of top management goals and the Finance organizational objectives, maintains proper control processes, procedures, accounting and financial reporting.  This role involves multiple-entity financials and has the potential for growth within the business.

Role Responsibilities:

  • Maintains Financial Records in accordance with Accounting Standards and MMA policies
  • Reviews agency financials for accuracy and completeness
  • Responsible for month-end financial close
  • Prepares monthly, quarterly, annual and ad hoc financial reports
  • Prepares Corporate/Compliance analysis, including revenue analyses, production analyses, etc.
  • Evaluates financial operations and builds process efficiencies
  • Prepares Journal Entries for Intercompany & Corporate allocations
  • Reviews expenses for accuracy and compliance with MMA policies
  • Leads A/P and A/R processes
  • Reviews organizational processes to ensure appropriate internal control environment
  • Assists with forecasting and budgeting processes

Role Requirements:

  • Bachelor’s degree in Accounting, Finance or Business required
  • Minimum of 8 years of experience in Accounting or Finance operations role required
  • Knowledge of GAAP required
  • Must be highly proficient with MS Office, including advanced MS Excel skills
  • CPA preferred
  • Experience in Insurance / Brokerage and/or Financial Services industries preferred
  • Knowledge of Insurance agency software a plus

2015, 2013, 2011 BEST PLACES TO WORK - South Florida Business Journal

2012 HEALTHIEST EMPLOYERS - South Florida Business Journal

2011 TOP INSURANCE FIRMS IN SOUTH FLORIDA - Business Leader Magazine

2015, 2011, 2009 SOUTH FLORIDA WORKSITE WELLNESS AWARD
2018, 2016 AMERICA’s BEST LARGE EMPLOYERS -
Forbes

2016 AHA Fit Friendly

2019, 2017, 2016 SOUTH FLORIDA’S TOP WORKPLACES – Sun Sentinel

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  • Leadership Recognition

    Dan Glaser, President and CEO, has been named to Institutional Investor magazine’s 2017 All-America Executive Team ranked as the #3 Overall CEO in the insurance industry, #3 with buy-side analysts and #2 with sell-side analysts.

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