Lockton is a global professional services firm with more than 8,000 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. Check out the latest insights from Lockton's experts.  


A few reasons Associates love working at Lockton include:

  • Opportunities for growth and advancement, including paid training and professional development.
  • 12-week paid parental leave.
  • An emphasis on community involvement and giving back.
  • Frequent athletic and wellness events.
  • Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
  • We are uncommonly and perpetually independent.
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Finance and Accounting
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  • The Senior Accountant examines, analyzes, and interprets accounting records in order to prepare financial statements, provide consultant advice, and audit and evaluate statements prepared by others.
  • Prepares and records asset, liability, revenue, and expenses entries by compiling and analyzing account information
  • Maintains and balances subsidiary accounts by verifying, allocating, posting, reconciling transactions; resolving discrepancies.
  • Prepares journal entries to record monthly activity, including cash, revenue, fees, liabilities, chargebacks, transfers and adjustments for complex, high volume accounts
  • Maintains general ledger by transferring subsidiary accounts; preparing a trial balance; reconciling entries
  • Summarizes financial status by collecting information; preparing balance sheet, profit and loss, and other statements, proposing changes in strategies and polices as needed
  • Prepares quarterly withholding and distribution requirements for shareholders
  • Monitors developments in applicable areas of the tax law to determine the impact on the Company’s tax return positions
  • Analyzes and prepares annual federal, state, and location tax compliance work papers in related area of expertise
  • Documents tax policies and procedures to correspond with the issuance of new or revised accounting policies
  • Assist in defending the Company’s tax positions during audits and in responding to notices in various taxing jurisdictions
  • Assists in the production and reconciliation of Producer accounting and commissions
  • Assists in the auditing of financial statements, including footnotes and related information
  • Interfaces with the external auditors during quarterly reviews and annual audits
  • Assists with the preparation and administration of the annual budget and forecast development
  • Completes ad-hoc reporting and special projects as needed
  • Performs other responsibilities and duties as needed
  • Coordinates the utilization of all appropriate resources on team to address client needs
  • Creates and communicates teams goals that are aligned to corporate imperatives and ensures milestones are being met by team
  • Conducts, communicates, and submits annual performance reviews in a timely manner
  • May be responsible for budgetary planning and adherence.
  • Bachelor’s degree in Accounting or related field or years of experience equivalent
  • Typically requires five years of experience in related field
  • Understands industry trends and governmental regulations
  • Ability to solve complex analytical problems
  • Ability to complete continuing education requirements as needed
  • Ability to attend company, department, and team meetings as required, including industry training sessions
  • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
  • Ability to efficiently organize work and manage time in order to meet deadlines
  • Ability to travel by automobile and aircraft
  • Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
  • Ability to work on a computer for a prolonged amount of time
  • Ability to work outside of normal business hours as needed
  • Legally able to work in the United States

 

Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.

No Agencies Please

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

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