Accounting Manager

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Now is your chance to consider a career opportunity with New Benefits, Ltd., America’s leading wholesaler of discount medical, ID Theft Protection, legal, travel and leisure benefits! We have served associations, insurance companies, banks, credit unions, brokerage/consulting firms, insurance agencies, TPAs and employers since 1990. Thousands of clients and millions of members trust New Benefits to deliver exceptional products, customer service and unparalleled support.

Our office is conveniently located in the North Dallas area, and we are looking for YOU to be a part of our continued growth and success. Dazzling customer service is our promise!

We offer a fun, business casual environment with a strong company culture focused on employee engagement and recognition. As a valued member of our family, the Accounting Supervisor is eligible for a comprehensive benefits plan including paid vacations and holidays, 401(k) with company match, health, voluntary dental, paid life insurance and a New Benefits discount card.

Job Summary:

The Accounting Manager is responsible for oversight and management of accounting and financial processes and data; including tactical and strategic plans. Additionally, the Accounting Manager provides direction, training, support, and coaching to the accounting team.

Responsibilities:

• Manage the day-to-day operations of the Accounting Department and team
• Lead Accounting team while providing on-going coaching, training, and support
• Oversee performance management of the accounting department as a whole
• Enforce contracts and provide review and guidance as needed
• Manage the collection process
• Manage and conduct the invoicing process for exception clients, and process other invoice requests as needed (group setup fees, fulfillment, etc.)
• Ensure all documentation from Brokers and Marketers is collected and appropriate information is entered into the company’s accounting and billing systems
• Administer refunds to groups and members when appropriate
• Manage receivables and collections, and provide regular updates to executive management proactively
• Identify receivable issues, analyze delinquent accounts, and prepare reports on highest risk accounts including recommendations for resolution
• Interact with clients to reconcile transactions and balances to maintain accurate accounts; resolve questions and issues related to unpaid or past due invoices
• Initiate credits and adjustments to client accounts within company policy limits; negotiate payment programs with delinquent clients; partner with executive management for exceptions
• Maintain bad debt and bad debt recovery records
• Identify accounts requiring collection agency or legal action and coordinate collections with legal team and third party contractors
• Actively work to recover debts owed to the company, which could include the collection of accounts previously written off
• Ensure credit policies of the company are adhered to; credit goals achieved; and accurate business records and sound bookkeeping procedures are maintained
• Develop standard operating procedures for evaluating client financials; implement liens as necessary to major delinquent accounts as approved
• Provide weekly reports and updates on problem accounts, exceptions, contingent liabilities, and accounts receivable aging
• Manage positive business relationships with internal and external parties
• Conduct other financial, accounting, and operational duties as required

Qualifications and Skills:

• Bachelor’s degree in finance, accounting, or business management preferred
• At least 5 years of heavy experience in accounts receivable and accounts payable, demonstrating progressively increasing responsibilities and management experience.
• Advanced knowledge of accounts payable and accounts receivable practices required
• Proficient in MS Office suite, particularly Excel, PowerPoint, Outlook, and Word
• Experience using QuickBooks or other major accounting software
• Strong mathematical acumen
• Exceptional active listening skills
• Meticulous attention to detail
• High level of integrity and trustworthiness
• Demonstrated critical thinking capabilities to identify potential solutions or new approaches for current operating procedures
• Proven track record in customer negotiation
• Effective time management skills and the ability to handle multiple tasks are required
• Excellent communication skills for clear information dissemination and conflict resolution, emphasizing exceptional customer service

Core Competencies (F.L.I.I.P.):

• Flexibility – Maintains effectiveness when experiencing major changes in work responsibilities or environment and adjusts effectively to work within new structures, processes, requirements, or cultures. Remains flexible despite adversity. Embraces change.
• Leadership – Facilitates a positive and productive team-oriented environment. Provides open communication/feedback within the team. Builds collaboration to maintain productive teams. Treats people with honesty and respect. Maintains positive relationships with employees at all levels. Uses appropriate interpersonal styles to establish effective relationships with clients, vendors, and internal partners. Interacts with others in a way that promotes openness and trust and gives them confidence in one’s intentions.
• Innovation – Identifies and accomplishes challenging objectives or personal goals. Works effectively with others to achieve goals. Looks for and takes advantage of opportunities. Maintains a high level of interest, enthusiasm and personal performance. Takes steps to improve processes and find better solutions. Champions quality work and proactively takes steps to correct errors or improve overall products/solutions. Drives continuous improvement. Demonstrates a willingness to change approach based on feedback.
• Integrity – Supports and upholds the organization’s standards and values. Demonstrates honesty, reliability, and professionalism. Maintains the highest ethical standards.
• Passion – Provide excellent customer service to internal clients, partners, vendors, and teams. Respond promptly, professionally, effectively, and efficiently. Recognize sense of urgency in responding to needs and follow up to ensure requests, needs, and commitments are met consistently.

*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

Reports to:

VP of Accounting

Classification:

Exempt

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