Controller

This Jobot Job is hosted by: Melanie Courtney

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Salary: $100,000 - $150,000 per year

Our client is a full-service insurance brokerage and consulting firm that specializes in commercial insurance, risk management, claims management, and loss control.

Potential to grow into a CFO

Full Benefits

Great Culture

What you’ll do

• Financial Strategy and Planning: Develop and implement financial strategies to support the company’s growth and profitability. Lead long-term financial planning and forecasting.

• Financial Reporting and Analysis: Oversee the preparation and analysis of financial statements, reports, and forecasts. Ensure accuracy and compliance with regulatory requirements and accounting standards.

• Budget Management: Direct the budgeting process, monitor financial performance against budgets, and provide insights to improve financial efficiency.

• Risk Management: Identify and manage financial risks, including market, operational, and credit risks. Implement robust internal controls and ensure compliance with all relevant laws and regulations.

• Capital Management: Manage the company’s capital structure, including debt and equity financing. Oversee cash flow management and liquidity to meet the company’s operational and investment needs.

• Mergers and Acquisitions: Lead financial due diligence and integration for mergers, acquisitions, and other strategic partnerships.

• Stakeholder Relations: Maintain strong relationships with key stakeholders, including investors, auditors, banks, and regulatory bodies.

• Team Leadership: Lead and develop the finance and accounting team, fostering a culture of high performance and continuous improvement.

• Financial Reconciliation: Prepare and manage month-end balance sheet account reconciliations, bank reconciliations, and account reconciliations.

• Journal Entries: Compile and prepare journal entries with thorough supporting documentation.

• Accounts Payable Management: Code Accounts Payable invoices, review payable reports to identify items ready for payment, and ensure accurate allocation of incoming client payments.

• Payment Processing: Research missing carrier statements, create return payments to customers, and handle other check payments as necessary. Initiate ACH, wire, and check payments as applicable.

• Transaction Management: Ensure all support for transactions is accurately processed and filed timely in Applied EPIC. Collaborate with teams to resolve transaction inquiries.

• Control Enforcement: Enforce and uphold established controls surrounding all payment processes.

Your Expertise

1. Experience: A minimum of 10 years of progressive financial management experience, preferably within the insurance or financial services industry.
2. Education: A bachelor’s degree in finance, accounting, or a related field is required. An MBA or CPA is highly preferred.
3. Skills: Strong strategic thinking, analytical skills, and attention to detail. Proficiency in financial software and systems. 2-3 years using Applied Epic Preferred.
4. Leadership: Proven leadership and team management skills, with the ability to drive results and influence at all levels of the organization.
5. Communication: Excellent communication and presentation skills, with the ability to clearly convey complex financial information to diverse audiences.
6. Ethics: High level of integrity and ethical standards.
7. Industry Knowledge: Deep understanding of the insurance brokerage industry and its financial drivers.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.