Your Way Insurance, an Accretive Company, has an exciting opportunity for a Finance & Accounting Associate to join our growing team. In this role, you will play a key part in maintaining accurate financial records while leveraging your analytical skills to provide valuable insights that drive business decisions. You will collaborate with cross-functional teams, contributing to both day-to-day accounting operations and enabling data-driven decisions across the organization.

Your Way Insurance, an Accretive Company, is a people business. Our biggest differentiator is the quality of the incredibly talented, compassionate, and driven team we have. We put our customers first and feel an obligation to always do what is right.

• Execute day-to-day accounting tasks, including accounts payable, accounts receivable, and general ledger entries, ensuring accuracy and integrity in financial data.
• Perform in-depth data analysis to identify trends, anomalies, and opportunities for process improvements across financial and operational datasets.
• Assist in calculation and management of regular sales performance incentives and coordinate with payroll department on compensation-related items.
• Reconcile and analyze balance sheet and income statement accounts to maintain precision and completeness in financial reporting.
• Support budgeting, forecasting, and monitoring of financial performance.
• Contribute to the preparation of monthly, quarterly, and annual financial statements in compliance with generally accepted accounting principles (GAAP).
• Ensure consistent operational and financial reporting while adapting to evolving requirements.

• Bachelor’s degree in Accounting, Finance, or a related field.
• 2+ years of experience in accounting or finance.
• Understanding of GAAP, with a willingness to learn and apply key principles.
• Proficiency in Microsoft Excel and willingness to learn new software. Experience with existing tools is a plus.
• Experience in data analysis and working with large datasets; data visualization experience is a plus.
• Strong analytical, communication, and problem-solving skills.
• Ability to work independently and collaborate within a team in a fast-paced environment.

• Competitive Compensation – Earn a competitive salary package with additional incentives based on team performance.
• Comprehensive Benefits Package – Access a comprehensive benefits package, including health, dental, and vision coverage.
• Continuous Learning – Leverage our extensive training programs and on-the-job training to continuously enhance your skills and knowledge.
• Growth Opportunities – Advance your career in a fast-growing company with opportunities for professional development and advancement.
• Positive Work Environment – Join a supportive and collaborative team that values teamwork and success.
• Meaningful Impact – Make a difference by joining a team that helps seniors find the best Medicare plans to meet their healthcare needs.

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!