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CFA Institute

Vice-President of Agency Accounting

CFA Institute, Orlando, Florida, us, 32885


Overview The Vice President (VP) of Agency Accounting will lead and oversee the company's accounting operations, ensuring compliance with all financial regulations, maintaining the integrity of financial records, and supporting the organization's broader strategic financial goals. This senior leadership role demands a deep expertise in accounting, financial reporting, internal controls, and team management. The VP of Agency Accounting will collaborate closely with executive leadership and cross-functional teams to drive business objectives, optimize financial performance, and contribute to the company’s success. What You'll Do Key Responsibilities: Accounting Leadership & Strategy: Lead the accounting department, including supervising senior accountants and accounting staff. Develop and implement accounting policies, procedures, and systems to ensure efficient and accurate financial reporting. Work closely with the Agency CFO and senior leadership to align accounting strategies with business goals. Financial Reporting & Compliance: Oversee the preparation of accurate and timely financial statements (balance sheet, income statement, cash flow statement) in accordance with GAAP or IFRS standards. Ensure compliance with all regulatory and tax reporting requirements. Coordinate with internal and external auditors to facilitate the audit process and address audit findings and implement recommendations to improve reporting practices and controls. Ensure the company's accounting practices comply with legal, ethical, and industry standards. Budgeting & Forecasting: Lead the budgeting and forecasting processes, ensuring alignment with organizational goals and objectives. Provide insightful financial analysis and reporting to help senior leadership make informed decisions. Monitor financial performance, identify variances, and implement corrective actions as needed. Coordinate with department leaders to analyze budget/forecast vs actual variances. Internal Controls & Risk Management: Develop and maintain strong internal controls to safeguard the company’s assets and ensure the accuracy of financial reporting. Identify and mitigate financial risks, implementing strategies to protect the organization’s financial integrity. Team Management & Development: Build and develop a high-performing accounting team, fostering a culture of continuous improvement, collaboration, and professional growth. Provide mentorship, training, and development opportunities to ensure the team stays current with industry trends and best practices. Conduct performance reviews, provide constructive feedback, and set goals for team members. Financial Systems & Technology: Oversee the maintenance and improvement of accounting systems and software to enhance efficiency and accuracy in financial reporting. Drive automation initiatives to streamline accounting processes and reduce operational costs. Evaluate and implement new technologies or tools that improve the accounting function. Cross-Department Collaboration: Collaborate with other departments such as operations, HR, and legal to ensure proper accounting treatment of various business transactions. Provide financial insights and analysis to other departments, supporting decision-making across the organization. What's in it For You? Paid Time Off Package: 80 hours of Sick Time per year. Company match 401(k) plan – 50% up to 6%! Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers. Opportunity to prioritize your mental health with 24/7 access to licensed therapists. Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company. Work Structure Currently on a 4/1 in-office/remote schedule, with Fridays being remote each week, but subject to revision as market changes. What You'll Need Qualifications: Education: Bachelor’s degree in accounting, Finance, or a related field (master’s preferred). CPA (Certified Public Accountant) or CMA (Certified Management Accountant) certification preferred. Experience: 10+ years of experience in accounting, with at least 5 years in a senior leadership role. Proven experience in managing a team, budgeting, forecasting, and financial reporting. Strong knowledge of GAAP, tax regulations, and financial reporting standards. Experience in financial systems and ERP software (Applied Systems Epic and Workday preferred). Competencies for Vice President of Agency Accounting The role of a Vice President (VP) of Agency Accounting requires a broad set of competencies, both technical and leadership-oriented, to ensure effective management of the accounting function while contributing to the overall success of the organization. Below are key competencies that are essential for a VP of Agency Accounting: Technical Accounting Expertise Technology & Systems Proficiency Leadership & Team Management Strategic Financial Planning & Analysis Internal Controls & Risk Management Communication & Stakeholder Management Change Management & Adaptability Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit. The employee is frequently required to reach with hands and arms and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Grow, with us Accretive

is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust. Accretive

is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families, and people thrive. We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day. Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity, and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives, and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate, and think bigger!

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