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Technical Accountant, Carmel, IN

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Company Description

Allied Solutions is one of the largest providers of insurance, lending, and marketing products to financial institutions in the country. It is our goal to work with our clients every step of the way, utilizing technology-based solutions that are customized to fit their needs. With more than 4,000 clients nationwide and offices in more than 14 states, we have grown progressively and we've recently exceeded 1,000 employees. If you're a person who thrives in a fast-paced, team-based, diverse environment and you enjoy helping others through personalized service, Allied Solutions could be the perfect fit!

Job Description

Provides internal financial, Generally Accepted Accounting Principles (GAAP) accounting, and advisory services to Director, Controller, and CFO, including collaboration with legal, finance/accounting and other functional areas.  Also serves as a technical accounting resource to analyze technical accounting matters and develop documentation and solutions that considers the users of the financial statements and GAAP, including the related implementation issues. Also provides acquisition support to the Director of Financial Reporting and Acquisitions.  

Job Duties and Responsibilities:

Technical Accounting

Is responsible for researching and analyzing technical accounting matters considering the needs of the users of the financial statements related to US GAAP.  This includes the evaluation, applicability, and implementation and cost/benefit issues for Allied Solutions as it applies to technical accounting issues.  The duties associated with this role include, but are not limited to:

  • Monitors and researches new and proposed GAAP accounting guidance issued by various regulatory bodies (e.g. FASB, AICPA, SEC, PCAOB, NAIC)
  • Monitors and evaluates the impact of new accounting rules during the exposure draft period, interprets the impacts to the organization and presents findings and recommendations to the Director, Controller, and CFO
  • Works in partnership with internal contacts to implement new accounting guidance into the financial reporting procedures and the internal control structure
  • Assists in the evaluation of new financial statement disclosure requirements and collaborates with Securian Financial Reporting and external auditors
  • Maintains library of technical accounting policies for the Company
  • Provides expert consultation and technical accounting support for organizational projects
  • Prepares technical accounting documentation on events and transactions and works with Securian Financial Reporting and external auditors through the review process
  • Participates in other special, strategic and financial planning projects as assigned


Supports Director with activities related to Allied acquisitions.  Overall duties include:

  • Assists with development of valuation models including revenue streams, expenses/costs, transition budgets and identification and quantification of intangibles and goodwill
  • Drafts management approval documents (memorandums and presentation decks)
  • Drafts technical purchase accounting memos for Director of Financial Reporting and external auditors
  • Coordinates review of due diligence data by functional areas and compiles feedback
  • Provides support for the development and reporting of key deal metrics

Qualification (Education, Experience, Certifications & KSA):

Education, Experience, & Certifications:

  • Advanced business education such as CPA (active status) or an MBA preferred
  • Minimum of 2 to 4 years Public Accounting experience or equivalent
  • Strong technical accounting skills and experience in researching, interpreting and applying complex accounting issues
  • Proficient in (and understands requirements for) documentation in work papers, disclosures and memos
  • Highly developed conceptual, analytical and creative thinking skills
  • Advanced knowledge in Excel, Power Point and Word

Knowledge, skills and abilities (KSA):

  • Ability to frame/analyze unstructured problems and ability to contribute independent thoughts to achieve success on projects
  • Sense of urgency, results oriented and ability to manage highly confidential information
  • Resiliency and flexibility to manage multiple projects and prioritize assignments as needed
  • Proficient in evaluation of accounting positions to make recommendations of effective application of new accounting standards
  • Knowledge of the Financial Services Industry/Financial Institutions and Insurance Industry
  • Collaborative relationship building skills, internally and externally 
  • Excellent planning and organizational skills. Ability to work independently in a results-oriented, project-driven, team environment, while prioritizing projects and delivering quality results within tight time frames
  • High degree of professionalism, treats others with respect and promotes leadership and effective team building skills
  • Excellent verbal and written communication skills
  • Judgement with the ability to make sound recommendations and decision

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.

Benefits of Joining our Team

We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.

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