Staff Accountant, Financial Reporting

About Goosehead  

Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions so, we’re more than just a bit selective when it comes to hiring new team members.  

Job Summary  

The Staff Accountant, Financial Reporting, plays an important role in supporting the Company’s SEC reporting and financial reporting processes. Reporting to the Manager of Financial Reporting, this position assists with preparing supporting schedules, reconciliations, and disclosures that ensure timely, accurate, and compliant reporting. This role provides a strong foundation for developing technical accounting and reporting expertise, and requires attention to detail, organizational skills, and the ability to work cross-functionally in a fast-paced environment. 

Principal Duties and Responsibilities   

• Assist in the preparation of SEC filings, including Forms 10-K, 10-Q, and 8-K, by preparing supporting schedules and tie-outs. 

• Assist in the preparation of monthly, quarterly, and ad hoc internal reporting deliverables  

• Prepare supporting schedules, analyses, and tie-outs for external and internal reporting. 

• Support the monthly and quarterly close process through preparation of workpapers and analytical reviews. 

• Prepare and record cost allocations between departments and sales channels. 

• Assist in the preparation of financial statement disclosures, ensuring accuracy and compliance with GAAP. 

• Help maintain reporting checklists, calendars, and documentation to ensure timely deliverables. 

• Provide requested documentation and analyses for external auditors and internal controls testing. 

• Collaborate with GL, revenue, FP&A, tax, and other teams to support reporting deliverables. 

• Contribute to process improvement initiatives within the financial reporting function. 

Experience and Education  

• Bachelor’s degree in accounting or related field 

• CPA or CPA candidate preferred 

• 1–3 years of experience in public accounting and/or a public company environment; exposure to SEC reporting a plus 

Required Skills and Abilities  

• Solid understanding of U.S. GAAP; willingness to expand into SEC reporting requirements 

• Intermediate to advanced Excel skills 

• Highly organized with strong attention to detail and accuracy 

• Ability to manage multiple priorities and meet deadlines in a fast-paced environment 

• Strong communication skills and the ability to work effectively across teams 

• Demonstrated initiative and eagerness to learn new systems and processes 

Benefits Summary  

• High quality voluntary health, vision, disability, life, and dental insurance programs  

• 401K Matching Plan  

• Employee Stock Purchase Plan  

• Paid holidays, vacation, and sick leave  

• Corporate sponsored programs to enhance employee physical, financial, mental and emotional wellness  

• Financial Solution Program  

Equal Employment Opportunity: 

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.