Agency Financial Support Specialist
To assure senior management that agency financial statements are a complete and accurate
portrayal of an agency’s financial position.
To perform Accounting functions for GA/CDMs as required and for all FLMC/SIC/No-Manager
Verifies accuracy of agency financial statements each month; corrects and explains any
discrepancies;instructs/assists agency cashier in making corrections.
Acts as Cashier for all SIC/FLMC agencies and agencies without trained accounting staff: pays
bills and commissions, processes deposits; maintains and reconciles checkbooks; corresponds
with local banks;prepares financial statements.
Examines expense vouchers received from Home Office managed agencies, applying IRS and
Guardian expense guidelines.
Reviews agency bank statements each month for frequency and amount of charges for insufficient
funds and other irregularities.
Reviews monthly bank account reconciliation for accuracy, proper documentation of adjustment
Performs periodic cash sufficiency tests on agency Balance Sheets; analyzes cause of
deficiency, if applicable; reports any irregularities to management.
Provides or secures answers to procedural/operational/financial questions; resolves problems
and complaints with General Agents, Managers, Supervisors, Agents, and Agency administrative
2-3 years experience working in accounting field with accounting systems
Mathematical aptitude; accounting background a plus
Technical skills in use of PC; Microsoft Office and web-based applications
Associates Degree; Accounting
Must have strong attention to detail, analytical skills, and customer service orientation.
Proactively addresses situations or opportunities as opposed to simply reacting to problems