Staff Accountant-I

Job Description

Staff Accountant | Trean Corporation

The Tone:
This is a full-time Staff Accountant role at Trean Corporation, located in Wayzata, MN. Trean Corporation operates within the insurance industry. This position is fundamental to maintaining accurate financial records, ensuring compliance, and supporting the broader financial operations of the company. The Staff Accountant plays a key role in processing general ledger transactions, managing daily accounting tasks, and contributing to the monthly close process, providing essential support to accounting and various departments.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Wayzata, MN

• Team: Works within the accounting team, collaborating with other team members and departments across the company.
• Mission: To own general ledger transactions, monthly close checklist items, and daily accounting tasks and reconciliations, ensuring accurate financial records.
• Tech Stack: Microsoft GP, Prospero, Microsoft Office, Excel

What You’ll Actually Do
• Transaction Processing: Process general ledger transactions and batches by gathering financial data and accurately utilizing appropriate systems.
• Daily Accounting Operations: Handle daily accounting tasks such as deposits, invoice entry, billing and collections, prepaid and deferred items, or fixed assets.
• Account Reconciliation: Prepare basic account and bank reconciliations to maintain proper, up-to-date, and supported account balances.
• Monthly Close Contribution: Complete and report on monthly close checklist items within the required timeline to support the preparation of financial statements.
• Audit Support and Archiving: Maintain the Accounting Archive for internal and external audit support and meeting SOX requirements, also assisting with annual audit requests and PBC item preparation.

The Must-Haves
• Background: Bachelor’s degree in Accounting or a related field, or a minimum of 4 years of relevant accounting experience in lieu of a bachelor’s degree, demonstrating general knowledge of general ledger transactions and daily accounting tasks.
• Experience: 0-2 years of relevant experience, including working with a general ledger system and related transactional and subledger systems such as accounts payable, accounts receivable, fixed assets, bank transactions, and account reconciliations.
• Skills: Ability to multi-task and learn quickly, excellent oral and written communication skills, strong attention to detail and organizational skills, a robust sense of accountability, basic proficiency in Excel (Formulas, Pivot Tables), and the ability to define problems and analyze data.
• Bonus: Knowledge of the insurance industry and a working familiarity with insurance systems (policy & claim), along with basic transactional system knowledge of Microsoft GP and Prospero.