Job Description

We're looking for a Sr. Accounting Analyst with M&A and integration experience to join the strategic finance team of a new tech-enabled insurance brokerage with offices in Des Moines, Iowa and Miami, Florida.

As part of the Des Moines office, this role will be integral to supporting the private equity-style acquisition rollup strategy.

The ideal candidate has:

• A strong foundation in accounting and financial planning (CPA or coursework toward a CPA is a plus)
• Proven experience supporting technical integration efforts during all stages of M&A, from target evaluation and due diligence through post-close integration and financial reporting

The Business Model:

We're building a modern, acquisition-driven insurance services company focused exclusively on small and mid-sized business clients (10–99 lives). Our advantage lies in our blend of AI-powered technology and human expertise, enabling a seamless, omnichannel experience for SMB clients and their employees. We’re acquiring independent agencies and investing in their teams, giving producers and servicing staff the tools to thrive.

Compensation and Benefits:

• 100% employer-paid healthcare
• Base salary DOE $100,000-$140,000 annually
• Reports to the VP of Finance
• $60 monthly stipend for cell phone
• Company-paid parking
• 401k eligible on first payroll. Company will match up to 4% of gross pay
• PTO -in first year accumulates 120 hours in first 12 months
• 14 annual holiday days: 13 scheduled and 1 floating holiday

Key Responsibilities:

Accounting Integration

• Lead the accounting integration of acquired companies, including chart of accounts mapping, journal entry migration, and trial balance reconciliation.
• Perform detailed balance sheet analyses, ensuring proper recognition of assets and liabilities per acquisition accounting standards.
• Validate and migrate opening balance sheets in accordance with purchase accounting

Systems & Process Migration

• Collaborate with IT and Finance Systems to transition legacy accounting systems (e.g., QuickBooks, Xero, Sage) into our enterprise platforms (Applied Epic, Intacct).
• Identify and resolve data discrepancies between legacy and target systems.
• Contribute to the development of accounting SOPs for acquired entities to ensure consistency across the organization.

Month-End & Reporting Support

• Support month-end close process for newly acquired entities, including account reconciliations, accruals, and intercompany eliminations.
• Assist in the preparation of post-acquisition financial reporting packages and audit schedules.

Cross-Functional Collaboration

• Partner with M&A, FP&A, Legal, and Operations teams to provide accounting insights throughout the integration process.
• Serve as a liaison with external auditors to support acquisition-related audit inquiries.

Qualifications and Experience:

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA designation or progress toward certification.
• Demonstrated project management experience (e.g., leading audits or cross-functional initiatives).
• Strong analytical and critical thinking skills.
• Experience with legacy accounting/bookkeeping systems QuickBooks, Xero, Sage
• Familiarity with ERP systems and integration efforts (e.g., NetSuite, Oracle, SAP).
• Knowledge of or experience with enterprise platforms (Applied Epic, Intacct) is a huge plus
• Advanced Excel and financial modeling proficiency.
• Excellent written and verbal communication skills with executive presence.
• Ability to work in a fast-paced, collaborative team environment.

Nice-to-haves:

• Experience in financial due diligence, valuation, and purchase price accounting.
• Prior involvement in M&A transactions or private equity portfolio companies.
• Experience with data visualization tools such as Power BI or Tableau.
• Exposure to FP&A processes including budgeting and forecasting.
• Experience leveraging AI tools or platforms to enhance financial analysis, automation, or decision-making processes.

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