Provides management with financial information by researching and analyzing accounts; preparing financial statements.

  • Record monthly journal entries using hard and soft copy reports from third party administrators.
  • Prepare monthly general ledger account reconciliations and analysis to research variances for resolution.
  • Record statutory entries and accruals for quarterly and annual close.
  • Prepare or assist quarterly and annual statutory statements (Blue Books), including schedules and exhibits prepared in accordance with statutory accounting principles (SAP).
  • Assist in preparation of audited statutory financial statements including footnotes.
  • Prepare and/or assist in creation of State Pages, State Premium Tax Returns, and other state regulatory filings (Federal/State Income Tax Withheld, Unclaimed Property Filings, etc.)
  • Contribute ideas that strengthen internal procedures and efficiencies.
  • Perform other department and/or company-related assignments as assigned.
  • Bachelor’s degree in Accounting.
  • Experience in the life insurance industry preferred, performing statutory accounting.
  • Understanding of statutory accounting principles and statutory financial statement filings.
  • Good organizational and referencing skills related to work papers, financial statements and schedules prepared.
  • Excellent personal computer skills, including MS Office – Excel, Word, Outlook.
  • Excellent communication skills, both verbally and written.

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Results-driven and confident Financial Controller to manage and improve financial performance and direct accounting opeerations.

  • Responsible for the timely and accurate processing of all financial transactions
  • Monthly review of financial accounts, identification of key variances and performance analysis driving improvement
  • Ensuring that the regulatory requirements of all statutory bodies are met
  • Responsible for the timely execution of the monthly close process
  • Ensure timely and accurate information delivery (reports and analysis).
  • Strengthen the structure as well as build and develop the accounting and finance talent.
  • Demonstrate service-oriented leadership so that the department provides leadership, support, and management of financial information to the other areas of the organization.
  • Create, coordinate, and evaluate the accounting processes, oversee general accounting, Accounts Payable and
  • Benefit processing, applicable software programs, and all information systems in the company including budgeting, state and local tax processing.
  • Ensure compliance with local, state, and federal financial reporting requirements including GAAP.
  • Coordinate the preparation of financial statements, financial reports, special analyses, including information reports for banks and shareholders.
  • Establish and maintain appropriate internal control safeguards.
  • Participate in managing the annual budgeting process
  • Participate in treasury and cash management activities on an ongoing basis
  • Other duties as assigned.
  • Bachelor’s degree in accounting or finance
  • CPA Required
  • Five plus years’ experience in the Controller role or ten years of financial and accounting leadership roles
  • Experience in large and small to mid-size organizations preferred
  • Experience in a municipal environment preferred
  • Seasoned in building and developing an accounting department
  • Transformational leadership strongly preferred
  • Strong working knowledge of Microsoft Office with a primary focus on Microsoft Excel

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Review, analyze and evaluate business systems and user needs. Document requirements, define scope and objectives and formulate systems to parallel overall business strategies.

  • Determine operational objectives by studying business functions; gathering information; evaluating output requirements and formats
  • Construct workflow charts and diagrams; studying system capabilities; writing specifications
  • Improve systems by studying current practices; designing modifications
  • Recommend controls by identifying problems; writing improved procedures
  • Define project requirements by identifying project milestones, phases and elements; forming project team; establishing project budget
  • Monitor project progress by tracking activity; resolving problems; publishing progress reports; recommending actions
  • Maintain user confidence and protect operations by keeping information confidential
  • Prepare technical reports by collecting, analyzing and summarizing information and trends
  • Contribute to team effort by accomplishing related results as needed
  • Validate resource requirements and develop cost estimate models
  • Conduct and coordinate financial, product, market, operational and related research to support strategic and business planning within the various departments and programs of the client group
  • Interpret, evaluate and interrelate research data and develop integrated business analyses and projections for incorporation into strategic decision-making
  • Plan and coordinate the development of primary and secondary market research studies in support of strategic planning and specific marketing initiatives, as required and presents findings of studies to client committees
  • Perform daily, weekly and monthly reviews and analyses of current processes using operational metrics and reports
  • Review a variety of areas including operations, purchasing, inventory, distribution and facilities
  • Understand and communicate the financial and operational impact of any changes
  • Suggest changes to senior management using analytics to support your recommendations. Actively participate in the implementation of approved changes
  • Create informative, actionable and repeatable reporting that highlights relevant business trends and opportunities for improvement
  • Conduct insightful, ad hoc analyses to investigate ongoing or one-time operational issues
  • Leadership skills and the ability to work with client personnel at all levels within an organization;
  • Expert Excel knowledge with a skillset focused on modeling, reporting, and data analysis;
  • Experience with financial statement analysis, including budgeting and forecasting;
  • Experience in database use and/or design is desired (including Essbase, SQL, and MySQL);
  • Adaptive Insights experience a plus;
  • Self-motivation, maturity, and versatility;
  • Ability to work proactively, solve problems and make decisions with minimal supervision;
  • Resourcefulness with a “can-do” results-oriented attitude to challenges and problem solving;
  • MBA preferred and management experience a plus.
  • Desire to work as a consultant; and 5 to 10 years finance/business analysis experience required

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