C.A. Carlin Benefits Overview

Lead financial planning and analysis, including forecasting, budgeting, revenue management, sales and channel reporting, variance analysis, collections, and board-level reporting. Manage the Commission Reconciliation and Revenue Management team while partnering with senior finance leadership. The role requires advanced Excel and financial modeling skills, team leadership experience, and ownership of a full forecast and budget cycle.

Senior Accountant responsible for monthly and year-end close, reconciliations, journal entries, accounts payable and receivable, collections, invoicing, cash activity, budgeting support, variance analysis, and executive and board-level financial reporting. The role administers employee expense and corporate card programs, improves accounting processes and controls, partners cross-functionally, and supports the transition to accrual-basis accounting.

Manage customer deductions and check requests by researching claims, verifying invoice discrepancies, gathering documentation, maintaining assigned accounts’ open accounts receivable balances, and resolving disputes. The role requires accurate data entry, follow-up on aged claims, communication with internal teams, clients, and customers, and use of web-based client systems. Microsoft Office and Adobe Acrobat proficiency are required; broker or manufacturer experience and familiarity with financial systems are preferred.