Sr. Accountant, Financial Reporting

Holmes Murphy is one of the nation’s largest privately held insurance brokerages. It is our mission to promote health, protect wealth, and deliver peace of mind to our clients. We pride ourselves on being a place where employees love what they do, and who they do it with! In fact, we live by our purpose statement of “Caring for your unique potential is our SOUL purpose!”

Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! We truly believe every employee within our company contributes their own unique talents for the greater good, and we thrive on knowing our environment supports and cares for everyone’s individual strengths.

We are looking to add an Sr. Accountant, Financial Reporting to join our Accounting team in Waukee, IA. Candidates thrive in our environment when they harness their collaborative mindset, strong interpersonal communication skills, and a love of learning.

This role is primarily responsible for supporting the cash management, investments, debt, and lease processes to facilitate the timely, accurate, and consistent preparation of financial statements and reports required by the company and its external auditors.


Work closely with Leaders and Business Partners to:

  • Review journal entries created by other team members and prepare and process select journal entries for various activities throughout the business, with a specific focus on HMA Group Holdings, LLC’s cash, investments, debt, trust compliance, and lease processes.
  • Review reconciliations and reports related to HMA Group Holdings, LLC’s cash, investment, debt, and lease activities.
  • Manage and oversee the cash reconciliation and management process for HMA Group Holdings, LLC’s subsidiaries and affiliates, including performing internal transfers, monitoring banking activity, and projecting future cash flows.
  • Oversee activities within the Company’s investments portfolio, determine appropriate accounting treatment of new investments, and review investments for impairment.
  • Review and track the Company’s compliance with trust requirements and monitor state trust laws for changes.
  • Manage and oversee the accounting for the Company’s leases, including the use of leasing software.
  • Review and manage the Company’s debt obligations.
  • Support the year-end audit and audited financial statements by preparing and providing information to external auditors.
  • Implement accounting for new transactions in the organization and build sustainable processes for these transactions, as needed.
  • Provide support to less experienced financial reporting staff through prioritizing work and providing guidance.
  • Perform account analysis and identify potential issues.
  • Pursue path of continuous process improvement to identify and provide recommendations.
  • Assist with documentation and compliance of accounting policies and internal controls.
  • Assist with special projects and ad-hoc reports.

Knowledge, Skills, and Abilities:

  • Ability to work with detail, maintain a high level of accuracy, problem solve, and communicate effectively is a must.
  • Capable of exercising discretion in confidential matters and the use of independent judgment.
  • Knowledge of computers and ability to utilize various software packages including, but not limited to: Excel, Word, Sagitta and other accounting systems.
  • Ability to communicate well with persons at all levels of authority both verbally and in writing.
  • Ability to utilize standard accounting practices.
  • Ability to work effectively both independently as well as in a team environment to attain personal, team and company goals.
  • Ability to keep current on industry trends to include legislative compliance issues.
  • Ability to prioritize, manage time and meet deadlines during peak periods.
  • Knowledge of organizational methods and the ability to manage multiple tasks/duties simultaneously.
  • Ability to learn and adapt to new changes.
  • Ability to be available for work daily and extended hours as necessary.
  • Ability to assist in other work-related duties, as necessary.
  • Must be knowledgeable of and comply with HMA’s Client Privacy Policy, HIPAA regulations and E&O procedures and policies.


  • Education: Bachelor’s degree required; CPA certification preferred.
  • Experience: Minimum 4 years of accounting experience, preferably in an insurance agency environment.

Benefits:  In addition to core benefits like health, dental and vision, also enjoy benefits such as:

  • Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
  • Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
  • 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
  • Flexible work arrangements and schedules — We truly want to know what works for you as we look to support your unique and full potential.
  • Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
  • Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
  • DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
  • Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.
  • Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!


Holmes Murphy & Associates is an Equal Opportunity Employer.