Part-Time Accountant

About Us
We are a growing US-based insurance company in Colorado with three departments: Life & Health, Home & Auto, and Outside Agents. We are integrating our operations dashboards into Google Sheets to better track and forecast departmental performance. We are looking for a part-time Accountant to help us ensure financial accuracy, streamline reporting, and reconcile key revenue processes.

Responsibilities
Dashboard Reconciliation:
Integrate and reconcile financial and KPI data across department dashboards (Life & Health, Home & Auto, and Outside Agents).
Ensure that all KPIs have forecasted sales data and budget allocations attached.
Prepare reports to help assess budget performance and departmental efficiency.


Commission Reconciliation:
Work with the commissions team to establish a process for reconciling:
EFT checks received
Carrier commission statements
Projected departmental revenue
Identify discrepancies and provide recommendations for resolution.







Financial Management:
Perform bookkeeping and assist in financial statement preparation.
Track and report variances between forecasts, actuals, and projections.
Present findings and reports to management and key stakeholders.



Requirements
Technical Skills:
Proficiency in Google Sheets (pivot tables, dashboard creation, advanced formulas, look-ups).
Proficiency in the use of Quickbooks Online - generating reports, basic maintenance and bookkeeping entry experience.
Strong bookkeeping and financial statement preparation skills.
Experience in budget forecasting and KPI tracking.


Communication Skills:
Fluent in English (speaking, reading, and writing).
Ability to clearly present findings and recommendations to stakeholders.


Other Requirements:
Must have own computer and reliable internet connection.
Comfortable working independently in a remote setting.
Strong attention to detail and analytical skills.



Compensation & Hours
Pay Rate: $12/hour
Schedule: Minimum of 20 hours per week, with required availability during 8:00 PM – 12:00 AM Manila Time.
Flexible additional hours may be available based on workload and performance.