Fidelity Life/Efinancial

  • Accounting Manager

    Location US-IL-Chicago
    Job ID
  • Overview

    The eFinancial and Fidelity Life Finance team is looking for a strong people leader and results-driven Accounting Manager. The Accounting Manager will lead a team to drive consistent and efficient accounting operations across two business entities with an end goal of providing business critical insights through thorough analyses of accounting and financial reporting.  The Accounting Manager will have proven success in leading change initiatives, navigating through complex problems, identifying trends, and interpreting financial data. The Accounting Manager will also be fluent in various accounting systems to drive ad hoc reporting initiatives and may train others on best practices.


    Join a fast-growing organization that is leading the direct-to-consumer life insurance industry. With a uniquely integrated marketing, product, and agency model, eFinancial and Fidelity Life are making it easier for middle market customers to get the life insurance they need at a price they can afford.


    Fidelity Life is a leading provider of financial security for middle market consumers. With a history of innovation, the company is redefining the life insurance industry with patented products and processes. Fidelity Life pioneered the use of predictive analytics to streamline the new business process and revolutionize the speed with which policies can be issued. Established in 1896, Fidelity Life enjoys a long track-record of success and continues to build its reputation of sound fiscal management and customer-focused innovation. 


    In concert with Fidelity Life, eFinancial is an online and call-center-based insurance agency with a proven direct-to-consumer life insurance model. Using a proprietary and patented sales technology platform, eFinancial operates call centers in Chicago and Seattle. eFinancial’s licensed agents and representatives reach thousands of consumers each day to help meet their unique life insurance needs – often with just a single phone call. To complement this channel, the company recently expanded to offer an entirely digital purchase experience.


    Together, Fidelity Life and eFinancial are revolutionizing the life insurance industry to make life insurance more accessible and affordable for everyday Americans. With an integrated marketing, product manufacturing, and controlled distribution system, the enterprise is uniquely positioned for growth. 


    • Lead a team of two accountants to supervise and monitor daily accounting activities for two business entities
    • Oversee journal entries, reconciliations, cash management, and daily accounting operations
    • Manage month-end closing activities and account reconciliations to complete a timely and accurate monthly close process
    • Prepare accurate and timely monthly, quarterly and annual financial statements and reports
    • Demonstrate working business knowledge of each entity of operation and lead staff in development opportunities
    • Collaborate with peers in the Accounting and Finance function to drive process efficiencies and bring best practices to each business entity
    • Develop, implement, and maintain accounting controls and best practices according to GAAP, SOX requirements, and state laws and regulations   
    • Provide financial analytics and insights to Accounting and Company leadership teams


    • 3 years management experience with leading accounting teams and direct reports
    • 3-5 years direct experience with accounting operations including daily journal entries, GL, account reconciliations and month-end close process
    • Excellent analytical and problem-solving skills
    • Demonstrated knowledge of GAAP accounting principles
    • Strong knowledge of commission and revenue recognition, and working knowledge of the insurance and brokerage industry
    • Ability to handle several tasks simultaneously and to work under tight deadlines
    • Ability to work effectively across functions, organizational levels, and within a team environment
    • Strong interpersonal, verbal, and written communication skills with proven ability to effectively interact with senior leadership across the company
    • Strong verifiable knowledge of Microsoft Office Suite, accounting systems and applications (Oracle Hyperion/Essbase preferred), and other business-related software systems


    • Bachelor's Degree in accounting, finance, or related business field
    • Five or more years of financial reporting and analysis experience
    • Public company audit or accounting experience
    • CPA preferred


    eFinancial/Fidelity Life Association is an equal opportunity employer and supports a diverse workplace.  As an eFinancial/Fidelity Life employee, you will be eligible for Medical and Dental Insurance, Health Savings Accounts, Flexible Spending Accounts (Health, Dependent Care & Transit), Vision Care, 401(K), Short-term and Long-term Disability, Life and AD&D coverages.


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