Accounting & Finance Manager jobs in United States
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Connor & Gallagher OneSource · 15 hours ago

Accounting & Finance Manager

Connor & Gallagher OneSource (CGO) is a full-service Human Capital and Risk Management partner. The Accounting Manager is responsible for overseeing the daily operations of the accounting function, ensuring accurate financial records, timely reporting, and strong internal controls.

Financial Services
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Growth Opportunities

Responsibilities

Manage, coach, and develop direct and indirect accounting team members
Provide day-to-day guidance, workload prioritization, and performance feedback
Support goal setting, reviews, and ongoing development in partnership with the CFO
Act as the first escalation point for accounting-related questions and issues
Oversee daily bookkeeping activities and transaction reviews
Lead the monthly financial close process, ensuring accuracy, timeliness, and completeness
Prepare interim operational reports for internal stakeholders across all functions
Review reconciliations, journal entries, and supporting documentation
Review monthly financial statements and prepare variance explanations for leadership review
Maintain and enhance entity-level controls to ensure consistency and compliance
Document, implement, and improve accounting policies and procedures
Support internal and external audits (financial statements, 401(k), and related reviews)
Ensure proper documentation and adherence to internal control standards (NACHA, etc)
Review daily banking activity, ACH transactions, and approvals
Monitor cash flow, account balances, and funding needs
Assist with banking relationships and treasury-related inquiries
Provide oversight and support for payroll tax coordination and related inquiries
Manage producer commission processes, reporting, and reconciliations
Review and approve producer expense reimbursements
Ensure accurate reporting and alignment with commission and expense policies
Support budget-to-actual reviews and weekly/monthly reporting
Prepare management reports and financial summaries for internal stakeholders
Assist with sales, producer, and expense reporting as needed
Participate in special projects, financial analysis, and process improvements
Support vendor management, contract reviews, and spend oversight
Coordinate with IT and Finance systems partners on accounting-related tools and software
Participate in ongoing system improvements and process automation initiatives
Serve as the primary Finance point of contact for operational accounting matters
Attend standing internal and vendor meetings as needed
Support leadership with ad hoc requests, problem-solving, and operational needs
Participate in client-facing meetings related to billing, payroll, or financial inquiries when required

Qualification

GAAPAccounting operationsFinancial reportingPeople leadershipProcess improvementOrganizational skillsCommunication skillsAttention to detailIntegrity

Required

Bachelor's degree in Accounting, Finance, or related field (required)
7-10+ years of progressive accounting experience, including people leadership
Strong knowledge of GAAP, financial close, and accounting operations
Experience with client support, supporting audits, payroll, commissions, and expense processes

Preferred

Public Accounting experience preferred
Prior experience in professional services, insurance, or multi-entity environments preferred

Benefits

Competitive compensation and benefits package
Hybrid work model with flexibility
Unlimited PTO
Medical, Dental, Vision, STD, LTD
Life Insurance
401(k)

Company

Connor & Gallagher OneSource

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Connor & Gallagher OneSource is an insurance company specializing in risk management services.

Funding

Current Stage
Growth Stage

Leadership Team

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Luke Barnett
Managing Partner
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Tom Connor
Partner
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Company data provided by crunchbase