AAA Life Insurance Company

Accountant

• Maintain, control, analyze, reconcile, and research financial activities impacting general ledger accounts
• Coordinate inputs to the company’s general ledger system with Systems and relevant administrative teams
• Process and analyze internal and external reinsurance transactions
• Complete timely and accurate general ledger account reconciliations
• Develop financial models using OneStream for financial statements and analysis
• Maintain subsidiary ledgers under statutory accounting principles and GAAP
• Prepare monthly analyses, reports, and audit schedules
• Analyze computer output, identify discrepancies and errors, and initiate corrective action
• Verify account balances and ensure reconciling items are cleared timely
• Balance and audit accounting transactions for multi-company and multi-state operations
• Resolve reconciliation problems with business units, departments, and banks
• Participate in modifying data systems for compliance and financial integrity
• Develop and maintain job documentation and procedures
• Process complex financial calculations for analysis or general ledger input
• Reconcile deposit and disbursement accounts to bank statements and corporate product systems

Accountant II

Consultant

• Forecast demand and capacity within the Simplified Issue Sales Unit contact center, with extended support for Direct Sales Unit operations
• Optimize staffing strategies and monitor operational performance
• Provide workforce strategy, staffing recommendations, and operational analytics
• Outline process optimization and continuous improvement opportunities
• Align workforce planning with business drivers, including direct mail marketing campaigns
• Own and continuously improve forecast accuracy through assumption validation, trend analysis, and forecasting model refinement
• Create and maintain capacity plans aligned with demand, service-level goals, productivity expectations, and budget objectives
• Analyze workforce metrics including forecast accuracy, occupancy, utilization, shrinkage, schedule adherence, attrition, average handle time, and service levels
• Recommend hiring, staffing levels, overtime, voluntary time off, cross-training, and workforce allocation
• Recommend operating hours, staffing models, shift structures, flexible work arrangements, and part-time staffing strategies
• Partner with Operations, Marketing, Finance, HR, IT, vendors, and business leaders on workload impacts and workforce management technology
• Translate workforce analytics into actionable staffing recommendations
• Conduct scenario modeling and what-if analyses
• Identify staffing gaps and recommend schedule realignments, hiring plans, shift bids, and resource optimization strategies
• Lead or support initiatives improving productivity, cost efficiency, customer experience, and operational effectiveness
• Serve as subject matter expert on staffing software
• Support workforce planning during system outages or operational disruptions
• Stay current on workforce management best practices, technology advancements, and industry trends

Accountant II

Workforce Planning Consultant