The posting
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Must be eligible to work in the United States without the need for work visa or residency sponsorship.
We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership.
Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter.
Our Newest Opportunity:
The Senior Revenue Accountant is a hands-on role on the Property & Casualty (P&C) Accounting team, reporting to the Division Controller, VP Finance. The position is split between core accounting and revenue operations, supporting the P&C month-end close through data from the Agency Management System (AMS). The ideal candidate pairs a solid accounting foundation with a genuine interest in how the business works and serves as a trusted resource for Finance leaders on revenue results.
Essential Duties and Responsibilities:
Revenue Operations & AMS Data Management
- Develop a deep, working understanding of the Company’s P&C insurance revenue stream and how policy, premium, and commission activity is recorded in the Agency Management System (AMS)
- Run and extract month-end AMS reports with high-volume transaction data; validate completeness and accuracy, and translate raw data into meaningful, reconcilable results
- Prepare the monthly accounts receivable files in Excel from AMS data, ensuring balances tie to both the system and the general ledger
- Own and maintain the comprehensive monthly revenue recognition workbook, estimating and accruing revenue at a detailed level to specific P&Ls
- Own the supporting schedules that underpin revenue-related journal entries and account reconciliations, keeping them accurate, well-documented, and audit-ready
- Partner with local offices and operations teams to investigate revenue discrepancies, resolve data issues at the source, and communicate required accounting adjustments
Month-End Close & Accounting
- Prepare and record month-end journal entries for revenue, AR, and related accounts in accordance with the close calendar
- Reconcile AR and other revenue-related balance sheet accounts monthly, ensuring all reconciling items are investigated and resolved timely
- Perform monthly variance analyses (e.g., actual vs. prior period, budget, and forecast) and clearly explain the drivers behind fluctuations
Cash Reconciliation
- Assist with post-close cash reconciliations by comparing receipts and withdrawals recorded in the AMS to bank transaction detail in the general ledger
- Identify and research variances between the AMS and the general ledger, and drive reconciling items to resolution with operations and Finance partners
Business Partnership & Reporting
- Serve as a go-to resource for Finance leaders, answering questions about revenue recordings, results, and variances with clear, data-backed explanations
- Partner with Regional Finance Leaders to provide relevant reporting and insights that support organic revenue growth
Audit, Controls & Process Improvement
- Support the annual external audit by preparing requested documentation, schedules, and explanations
- Identify opportunities to streamline and automate reporting and reconciliation workflows, and help develop and implement new procedures that improve accuracy and efficiency
- Perform additional responsibilities as assigned by management
Qualifications, Skills and Requirements:
- Genuine curiosity about how the business operates, with the drive to understand the “why” behind the numbers, not just the entries
- Advanced analytical skills, with the ability to work in large, complex datasets, spot anomalies, and draw accurate conclusions
- High attention to detail and accuracy when working with high-volume transactional data under close deadlines
- Solid working knowledge of core accounting concepts, including debits and credits, accruals, journal entries, and account reconciliations
- Ability to explain financial and operational data clearly, verbally and in writing, to Finance leaders and non-accounting stakeholders
- Strong organizational and time-management skills, with the ability to own recurring month-end deliverables and thrive in a fast-paced, deadline-driven environment
- Ability to make accurate, independent decisions based on available data, and sound judgment on when to escalate
Education, Training and Experience:
- Bachelor’s degree in Accounting, Finance, or a related field
- 2–5 years of accounting or finance experience, ideally in a role with significant operational, revenue, or high-volume transactional data responsibilities
- Advanced proficiency in Microsoft Excel required, including working with large datasets, XLOOKUP/VLOOKUP or INDEX/MATCH, SUMIFS, pivot tables, and building multi-tab linked workbooks; Power Query experience a plus
- Experience with an insurance Agency Management System preferred; Applied Epic experience strongly preferred
- Experience with insurance brokerage, agency, or P&C operations highly desired
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francisco
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
Thank you for your interest in joining the OneDigital team!
