Insurance Accounting Lead

Location: Hybrid; in-office presence 2–3 days per week is highly preferred and required during significant process changes or new system implementations. Travel to Appleton, WI or Minneapolis, MN is expected for team collaboration sessions.

Salary: $89,895–$121,621 per year.

Company

hirify.global is a membership-owned fraternal and financial services organization providing financial advice, investments, insurance, banking, and generosity programs.

What you will do

• Lead period-end close, general ledger, accounts payable, account reconciliation, transaction processing, and control activities across a shared-services environment.
• Set standards for process and control design, system integrations, service levels, audit compliance, documentation, control narratives, and business continuity plans.
• Lead accounting projects, system upgrades, enhancements, testing, and cross-functional initiatives with IT and business partners.
• Manage volumes, deadlines, resource allocation, workflow rotation, cross-training, operational risks, and resolution of complex accounting and control issues.
• Drive continuous improvement, workflow optimization, process standardization, data integrity, reporting quality, KPI and risk-indicator review, and sustainable adoption.
• Coordinate shared inbox practices and stakeholder communication while supporting continuous improvement, employee engagement, and client-focused values.

Requirements

• Bachelor’s degree in Finance, Accounting, Mathematics, Business Administration, or a related field, or equivalent work experience.
• 7+ years of experience in Finance, Accounting, or Operations.
• Strong problem-solving, attention to detail, operational judgment, execution discipline, interpersonal communication, and written and oral communication skills.
• Experience working with auditors and regulators.
• Deep understanding of transaction processing, general ledger account reconciliations and controls, accounts payable operations, and ERP environments.
• Experience leading projects or initiatives requiring cross-functional coordination and influence, and coordinating workflows without direct authority.
• Ability to manage processes end-to-end with minimal supervision, work independently, resolve issues logically, and present findings and recommendations.
• Experience working across multiple systems, high-volume and varied processes, and shared-services environments.
• Experience with accounting platforms such as PeopleSoft, Concur, and other ERPs.
• Advanced technical skills in Excel.

Nice to have

• Accounting, finance, or business experience in a complex financial services organization or large corporate environment.
• Success leading operational stabilization and continuous improvement initiatives.
• Ability to organize, prioritize, and manage competing deadlines.
• CPA, CMA, MBA, or progress toward certification.
• Analytical skills and experience with Power BI and Power Query.

Culture & Benefits

• Purpose-driven, client-focused environment centered on financial clarity and helping people thrive.
• Medical, dental, and vision insurance; health savings and flexible spending accounts; 401(k); pension; life, disability, and supplemental protection insurance.
• 20 days of paid time off, Sick and Safe Time, 10 paid company holidays, Volunteer Time Off, and paid parental leave.
• Employee assistance and well-being benefits, with eligibility subject to applicable plan and policy documents.
• Potential bonus and incentive programs.