Job description

The Senior Accountant – Dealer Receivables is responsible for accurate and timely accounting, reporting, and oversight of dealer-related receivable balances and settlement activity. This role will manage our premium recapture and ancillary products processes by designing and executing appropriate financial controls while driving automation and scalability. This position plays a key role in managing third-party relationships with vendors, dealers and working cross functionally with business partners. Essential Functions Monitor and reconcile dealer receivable accounts to ensure timely and accurate financial reporting for premium recapture and ancillary products Implement automation and streamline the creation of dealer invoices and statements including sending and receiving invoices/ payments to ensure they are identified and applied correctly Partner with sales team to ensure dealer participation recapture terms are appropriate and current including updating reporting calculation logic Serve as the primary accounting point of contact for cross‑functional initiatives with business partners, dealers and vendors that impact financial reporting, invoicing, payments and dealer transactions Develop and perform monthly variance analysis and reporting for dealers and business leaders to make informed decisions Ensure customers are refunded for ancillary products in accordance with state regulations and properly tracked within the account Research and resolve discrepancies / complaints related to dealer payments Identify, implement and manage solutions to improve processes focused around legal and accounting regulations to ensure compliance is achieved Support and validate dealer disbursement activity through the Dealer Disbursement Application (DDA) through net settlement Translate operational or system changes into clear accounting requirements, ensuring downstream impacts are identified and addressed early Escalate cross‑functional risks, issues, or ambiguities promptly with clear options and recommended solutions May evaluate new accounting processes and perform accounting research on new business transactions to determine appropriate accounting Other duties as assigned by Accounting Operations Management Required Education and Experience Bachelor’s degree in accounting, or commensurate work experience required CPA required 4 years of progressive experience in accounting required 2 years public accounting and/or internal controls experience preferred Proficient in the utilization of Microsoft Office Suite Advanced Excel skills and experience working with large data sets preferred Excellent reasoning and critical thinking skills Attention to detail and accuracy Ability to manage expectations in a fast-paced environment Excellent verbal and written communication skills Physical Demands While performing the duties of this job, the employee is frequently required to sit, stand, walk, visualize, talk, hear, and handle or touch objects or controls. The employee may occasionally lift, push, or pull up to 20 pounds. This position is an office-based position where you must be able to sit for long periods of time. The employee will be working on a computer 90% of the time.

Requirements

Must-haves

Monitor and reconcile dealer receivable accounts to ensure timely and accurate financial reporting for premium recapture and ancillary products
Implement automation and streamline the creation of dealer invoices and statements including sending and receiving invoices/ payments to ensure they are identified and applied correctly
Partner with sales team to ensure dealer participation recapture terms are appropriate and current including updating reporting calculation logic
Serve as the primary accounting point of contact for cross‑functional initiatives with business partners, dealers and vendors that impact financial reporting, invoicing, payments and dealer transactions
Develop and perform monthly variance analysis and reporting for dealers and business leaders to make informed decisions
Ensure customers are refunded for ancillary products in accordance with state regulations and properly tracked within the account
Research and resolve discrepancies / complaints related to dealer payments
Identify, implement and manage solutions to improve processes focused around legal and accounting regulations to ensure compliance is achieved
Support and validate dealer disbursement activity through the Dealer Disbursement Application (DDA) through net settlement
Translate operational or system changes into clear accounting requirements, ensuring downstream impacts are identified and addressed early
Escalate cross‑functional risks, issues, or ambiguities promptly with clear options and recommended solutions
May evaluate new accounting processes and perform accounting research on new business transactions to determine appropriate accounting
Other duties as assigned by Accounting Operations Management
Required Education and Experience
Bachelor’s degree in accounting, or commensurate work experience required
CPA required
4 years of progressive experience in accounting required
Proficient in the utilization of Microsoft Office Suite
Excellent reasoning and critical thinking skills
Attention to detail and accuracy
Ability to manage expectations in a fast-paced environment
Excellent verbal and written communication skills

Nice-to-haves

2 years public accounting and/or internal controls experience preferred
Advanced Excel skills and experience working with large data sets preferred

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: workday
Effort: long