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Job Description

Staff Accountant I | Imperial PFS

The Tone:
This is an entry-level accounting role at Imperial PFS, one of North America’s top insurance premium financing companies, established in 1977. With over 500 Associates across 30 locations in the United States, Puerto Rico, and Canada, Imperial PFS is dedicated to delivering innovative financial and technology solutions to help customers, partners, and investors achieve their goals. This Staff Accountant I position is foundational, supporting the financial reporting and general accounting teams to ensure the company’s financial integrity through accurate transaction recording, reliable financial information, and compliance with established accounting standards and internal controls. The company values empowering Associates to provide legendary customer service.

The TL;DR
• Role: Early Career
• Location: In-person Kansas City, MO

• Team: Supports the Financial Reporting and General Accounting teams, contributing to overall financial operations.
• Mission: Ensures financial transactions are accurately recorded and financial information is reliable, timely, and compliant with established accounting standards and internal controls.
• Tech Stack: Company’s general ledger system, related financial reporting tools, Microsoft Excel, Microsoft Word.

What You’ll Actually Do
• General Ledger Management: Perform daily, weekly, and monthly accounting processes, including preparing and recording journal entries, and maintaining accurate financial records within the general ledger.
• Account Reconciliations: Prepare detailed account reconciliations, investigate any identified discrepancies, and determine appropriate corrective actions needed for resolution.
• Financial Analysis: Research account fluctuations and variances to identify expected activity versus potential errors, ensuring data reliability.
• Reporting & Audit Support: Prepare month-end schedules and supporting documentation for financial reporting activities, and assist with audit requests by gathering required schedules.
• Process Improvement & Collaboration: Communicate with associates across the organization to gather information, and continuously seek opportunities to improve knowledge, efficiency, and accounting processes.

The Must-Haves
• Background: Bachelor’s degree in Accounting, Finance, or a related field is required. This role demands a basic understanding of general accounting principles and practices, including knowledge of journal entries, debits and credits, and general ledger concepts. Candidates should also understand financial statement components like assets, liabilities, equity, revenue, and expense accounts.
• Experience: Up to 3 years of accounting, finance, or related experience is required. Experience or familiarity with account reconciliation processes is essential for success in this role.
• Skills: Proficiency in Microsoft Excel and Microsoft Word is necessary. Candidates must possess strong attention to detail and a commitment to accuracy, coupled with effective analytical, problem-solving, and critical-thinking skills. Strong written and verbal communication skills are vital for interacting with colleagues. The ability to prioritize tasks, manage deadlines, work both independently and collaboratively, and demonstrate curiosity and a willingness to learn new processes, systems, and accounting concepts is also key.
• Bonus: Preferred qualifications include an internship or prior experience in accounting, financial reporting, public accounting, or a related field. Experience working with general ledger and financial reporting systems, exposure to month-end close processes and account reconciliations, familiarity with audit support activities, and experience working in a corporate accounting environment are all advantageous.

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