Oswald Companies

Project Accounting Manager

Oswald Companies Greater Cleveland

Direct message the job poster from Oswald Companies

Abby McNutt, MBA

Abby McNutt, MBA

People Professional | Connecting Talent with Opportunity

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?


Oswald Companies seeks goal-driven professionals ready to take their career to the next level.


JOB PURPOSE

The Accounting Project Manager will play a pivotal role in the financial integration of newly acquired companies into our corporate structure. This individual will be responsible for leading accounting projects, ensuring seamless transitions, and aligning financial processes with our strategic objectives.


ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Lead and manage accounting projects related to the integration of acquired companies.
  • Collaborate with the corporate development team to understand the financial aspects of acquisition deals.
  • Develop and implement integration plans that align with the company's accounting policies and procedures.
  • Coordinate with cross-functional teams, including IT, legal, and HR, to ensure a holistic integration approach.
  • Provide regular updates to the CFO and other stakeholders on the progress of integration projects.
  • Identify and mitigate financial risks associated with the integration process.
  • Ensure compliance with all regulatory requirements and internal controls.
  • Assist in the preparation of consolidated financial statements and reports.
  • Train and mentor accounting staff from acquired companies to ensure a smooth transition.
  • Prepares financial analyses of post-transaction impacts on revenue, expenses and other related areas for use in budgets and forecasts, utilizing analytics to make recommendations that drive improved data accuracy and validity.
  • Contributes to the development of the company-wide proforma trailing-12-month results and related projections.


PERSONAL CHARACTERISTICS

The specific personal traits required to accomplish the essential duties of this job successfully include:

  • A focused attention to detail and accuracy
  • Excellent judgment and decision making abilities
  • Effective interpersonal skills; the ability to work on a team
  • Exceptional problem-solving and analytical skills
  • Works well independently and demonstrates personal initiative
  • Comfortable interfacing at all levels of the organization
  • Demonstrates capable presentation competency
  • Strong written and verbal communication skills
  • Able to balance multiple priorities and meet deadlines


EDUCATION AND PREVIOUS EXPERIENCE

Bachelor degree in Accounting from a four-year college or university and four to seven years or more of related experience or the equivalent combination of education and experience.

Prior Experience Specifically Required

  • Demonstrated experience utilizing strong analytical skills, working on multiple projects with stringent deadlines
  • Financial modeling and business intelligence experience
  • Strong knowledge in the use of MS Excel including pivot tables, v-lookups, etc.
  • CPA (Certified Public Accountant) preferred


Who is Oswald?

Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.


We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.

Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.

Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don’t believe us? Ask your friends, colleagues, and mentors about Oswald. There’s a reason Oswald has been named a Top Workplace for nine consecutive years.


What you’ll get...

At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we’ll help you achieve your goals.


At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.


At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.


At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.

  • In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.
  • Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
  • Paid time off annually and a sabbatical at every 10-year service anniversary.
  • Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
  • Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
  • Access to specialized leadership development programming designed to take your career to the next level.
  • And so much more!


To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.


Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.

  • Seniority level

    Mid-Senior level
  • Employment type

    Full-time
  • Job function

    Accounting/Auditing and Finance
  • Industries

    Insurance

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