Accountant

The Opportunity

Are you a detail-oriented accounting professional with a passion for numbers and a knack for problem-solving? Do you have a strong understanding of GAAP and a love for using tools like Excel, ERP systems, and business intelligence software? If so, we have an exciting opportunity for you to join our dynamic Accounting team as an Accountant.

As an Accountant, you will play a critical role in supporting our Accounting team with various essential functions, including generating monthly financials, handling month-end close duties, and participating in mid-month accounting activities. Your expertise will help ensure that all accounting tasks are performed accurately and on time, following established procedures.

How You Will Make an Impact

• Assist in the preparation of monthly and annual financial statements, and analyze and report on monthly budget variances.


• Participate in month-end close activities, including preparing journal entries, reconciling accounts, and completing other accounting tasks promptly.


• Monitor, analyze, and reconcile fixed assets, prepaid expenses, accounts receivables, and other balance sheet accounts.


• Utilize business intelligence software to evaluate trends and present recommendations for business improvement.


• Analyze and process carrier premium payments.


• Prepare miscellaneous invoices, review accounts receivable aging schedules, and follow up as necessary.


• Assist with internal and external audits, ensuring compliance with applicable accounting standards.


• Provide accounting support for mergers, acquisitions, and new ventures.


• Maintain M3 Finance procedural documents as needed.


• Take on special projects and requests as needed.

What You Will Need to Succeed

• Bachelor’s degree in Accounting, Finance, or a related field.


• 2 - 5 years of progressive work experience in Accounting and/or Finance.


• Intermediate to advanced skills in Excel and other Microsoft Office applications, with experience in ERP systems (Applied Epic) and business intelligence tools (Qlik) being a plus.


• Strong analytical and problem-solving abilities with a thorough understanding of general ledger accounting and account reconciliation.


• Detail-oriented with excellent communication skills, capable of prioritizing and organizing multiple tasks with competing deadlines.


• Ability to challenge the status quo, identify inefficiencies, and suggest improvements to financial and accounting processes.

Join us

Your role at M3 won’t be about the boundaries presented in a job description – it’s about the possibilities that you can envision once you walk through the doors on your first day. We’re looking for people ready to take control of their career and excited to make a real impact with their position.

Who we are

As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we’re privately owned and independent which means we’re doing what’s best for our clients – not what’s best for Wall Street or private equity.

What draws people to M3

Autonomy— Being able to work towards a common goal, but how you get there is an open book.

Immediate Impact— Every M3er can make an impact, from day one in any role.

Powered by Team— Be a part of a close-knit group of team members with whom you build trust and share responsibility.

People— Every M3er is unique in their own way, M3 is a collection of unique achievers.

At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely while still fostering collaboration and innovation in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere.

Benefits as an M3er

Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well-being and satisfaction of our employees. Additionally, our profit-sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization.

Diversity, Equity & Inclusion

M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision.

Equal Employment Opportunity

M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law.  In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans’ status, and will make reasonable accommodations for otherwise qualified individuals as appropriate.

This commitment is reflected in all M3’s practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment.  All matters relating to employment are based upon ability to perform the job.

In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.