Sr Accountant

Posted 25 Days Ago
Be an Early Applicant
Tijuana, Baja California, MEX
In-Office
Senior level
Agency • Insurance • Professional Services • Sales
The Role
The Sr Accountant handles billing processes, reconciliations, invoices, payments, and audits. They analyze financial statements and oversee reports and compliance-related tasks.
Summary Generated by Built In

About our company

Confie is the largest independent personal lines insurance agency and broker in the United States—serving customers nationwide. In 2010, we established our Shared Services Center in Tijuana, Baja California, creating a world-class operation built to efficiently support our customers, drive innovation, and develop exceptional talent. Since then, our Mexico operation has become a vital extension of our organization, strengthening the work that powers our U.S. business and elevating the experience of customers across all 50 states. Today, more than 1,800 team members—both on-site and remote—help fuel our success with a focus on quality, consistency, and operational excellence.

Our growth reflects a deep investment in technology, continuous improvement, and—most importantly—our people. We foster an inclusive, fast-paced, and collaborative culture where employees are encouraged to grow and build long-term careers with a company shaping the future of insurance.

Learn more at www.confiemx.com


Job Description

The Senior Accountant will help the Head of Accounting manage the accounting department, overseeing all general accounting functions, including accounts payable, accounts receivable, and general ledger. The Sr Accountant is responsible for assisting in areas relating to financial reporting and will help develop and maintain accounting principles, practices, and procedures to ensure accurate and timely financial statements.

Requirements
Supervise daily operations of the accounting department, including:

  • Assist in overseeing the preparation of financial statements and reports.
  • Ensure all transactions are recorded accurately and timely.
Prepare weekly payment proposals, including:
  • Review and verify invoices for payment.
  • Resolve invoice discrepancies and issues.

Review monthly bank reconciliations, including:
  • Reconciling all bank accounts monthly.
  • Identify and resolve any discrepancies in the reconciliation process.
  • Prepare monthly bank reconciliation reports.

Financial reporting, including:
  • Assist in preparing monthly, quarterly, and annual financial reports.

Compliance, including:
  • Maintain knowledge of current accounting regulations and standards.
  • Implement and monitor internal financial controls.

Team management and training, including:
  • Assist in managing and mentoring the accounting team.
  • Develop training programs to enhance staff skills.

Process improver, including:
  • Identify opportunities for process improvements.
  • Monitor the effectiveness of new processes.

Prepare work papers and accounting policies, including:
  • Develop and document business processes and accounting policies.
  • Maintain a system of controls over accounting transactions.
  • Ensure all financial reporting deadlines are met.

Scholarship:
  • College/University
Specialized knowledge:
  • Accounting, commercial insurance (desirable)
  • Advanced English level (C1) fully bilingual
Skills:
  • MS Office, Excel (Advanced), billing, tax payments, audit systems.


Benefits
  • Competitive weekly salary 
  • Legal benefits 
  • Christmas bonus 
  • Savings fund 
  • Profit sharing (PTU) 
  • Vacation days 
  • Vacation premium 
  • Extra paid days off 
  • Private medical insurance and preventative care 
  • Friendly work environment 
  • Financing and discounts at local restaurants and coffee shops 
  • Growth opportunities 


Skills Required

  • Creating billing reports summary
  • Using macro-enabled files to merge billing reports
  • Tax Payments
  • Familiarity of the accounts
  • Advanced English level (C1) fully bilingual
  • MS Office, Excel (Advanced), billing, tax payments, audit systems
  • Specialized knowledge in Accounting, commercial insurance
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The Company
0 Employees

What We Do

Confie is the largest independent personal lines insurance agency and broker in the United States, operating as a leading call center in Tijuana that provides customer service, back office support, and sales for US insurance companies.

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