Cabrillo Coastal General Insurance Agency, LLC
Controller
Cabrillo Coastal General Insurance Agency, LLC, Atlanta, Georgia, United States, 30383
Overview of Job
Our Cabrillo Holdings Controller safeguards assets and ensures accurate and timely recording of all transactions by implementing internal controls at the holding company level and across the entire organization. Additionally, the Controller is responsible for managing the day-to-day finance and accounting operations at the Holding Company level, ensuring financial plans are consistent with organizational goals and effectively utilizing the NetSuite general ledger and ancillary software tools to appropriately record and evaluate our Company's financial standing. Finally, the Controller carries out supervisory responsibilities, as directed, according to Company policies and applicable laws.
Job Responsibilities
Plans, organizes, supervises and evaluates the overall performance of the accounting and finance team; with team, develops, implements and monitors work plans to achieve the Company's mission, goals and performance measures; supervises, participates in developing, recommends, implements and continually works to improve work programs, plans, processes, procedures and tools (i.e. manuals) applicable to team responsibilities in order to achieve or exceed Company goals and Company quality and service standards; coordinates, oversees, participates in and/or implements workflows, processes and procedures to improve accounting operations; actively participates in the selection and hiring of accounting team members in accordance with Company's principles, practices, business needs and mission; organizes and schedules team to ensure business requirements are met or exceeded. Manages, monitors and evaluates the performance of assigned team members; assists in establishing team's results-oriented performance goals and requirements and individual team members' growth and development targets; regularly monitors performance and provides coaching for performance improvement and development; recommends career advancements and other rewards to recognize performance; recommends disciplinary action, up to, and including, termination, to address performance deficiencies, in accordance with Company policies. Provides leadership and works with the team to create and foster a high-performance, service-oriented work environment that supports the Company's mission, objectives, and service expectations; provides leadership and participates in programs and activities that promote a positive team environment. With senior leaders, actively assists and participates in providing and/or coordinating ongoing team training; ensures that team members engage in useful learning and development opportunities. Manages, directs, and performs activities to ensure the accurate and timely dissemination of holding company consolidated financial statements including, but not limited to, internal and external monthly, quarterly and annual financial reporting, as well as audits, regulatory examinations, cash flow position and budgets; ensures financial statements, general ledgers and subsidiary accounts for multiple entities are prepared in accordance with applicable accounting standards and handles confidential and non-routine information to effectively carry out these responsibilities; assists in compiling and preparing carrier and all regulatory reports; respond to inquiries from external auditors, internal auditors, and state examiners in an effective, accurate and timely manner; performs job tasks and functions in accordance with company procedures and guidelines. Directs and oversees the MGA and/or Carriers' account payables' activities, ensuring the accurate and timely processing of invoices, petty cash, employee expenses, and tax compliance, including applicable state tax authorities' offices of surplus lines, sales tax, premium tax, and payroll; ensures required approvals are obtained for the disbursement of funds. Directs and oversees the activities of the MGA and/or Carriers' premium accounting (accounts receivable) team members to ensure accurate and timely management of cash receipts application, policyholder refund payments and stop payments; regularly interacts with customers in a courteous, professional, and highly responsive and service-oriented manner. Actively assists the Company's Tax Accountants to determine corporate income tax obligations and to ensure compliance, accuracy and timely completion of tax returns taking full advantage of all favorable tax codes. Manages and performs budgeting and forecasting, financial modeling and analyses and performance reporting tasks; participates in developing and managing annual budgets and monthly forecasts, ensuring alignment with business goals and financial targets; creates and maintains complex financial models to support strategic decision-making, including scenario analysis and sensitivity testing; prepares regular financial reports and variance analyses for senior leadership review, highlighting key performance indicators and trends; prepares quarterly Board of Director meeting financial statement presentations. Assists CFO and CEO in establishing, implementing, and maintaining systems and controls that verify the integrity of all accounting and finance systems, processes and data and enhance the Company's value; recommends appropriate accounting control policies, workflows, and procedures related to the introduction of new carriers, products and/or investments; responds to CFO, other senior leaders, and the CEO with accurate and timely work to facilitate the Company's financial needs. Positively represents the Accounting and Finance Team in all communications, including telephone, face-to-face and email interactions, and provides accurate information and professional responses to internal and external customers, vendors, auditors, and all other external business contacts, as directed; actively contributes as a member of the Cabrillo Holdings Team by providing assistance and support to other teams/team members on a Companywide basis; works closely with various internal and external customers to gather data and provide insights that drive business performance and support strategic initiatives. Dynamically enhances the Company's success by taking advantage of learning and development opportunities and personally integrating positive actions to improve individual performance. Leads, participates in, assists with, and/or carries out responsibilities for "special" Company projects, as directed; conducts ad hoc financial analyses to support business cases, strategic decisions, and special projects, providing actionable recommendations based on findings.
Requirements
Skills and Expertise Qualities:
Exceptionally Ethical; Financially Oriented; Quality-Oriented; Service Oriented; Detail-Oriented; Self-Motivated; Self-starter; Collaborator; Multi-Tasker; Adaptability; Flexibility; Strong Work Ethic; Positive "Can Do" Attitude; Collaborator; Ability to maintain composure and professionalism in a fast-paced and sometimes stressful environment; Strong Communicator.
Strong Skill Sets in the Following Areas:
advanced financial management; advanced knowledge of Excel and NetSuite software package; analytical skills; strong math and accounting skills; advanced accounting terminology, practices, and processes; telephone and email business etiquette rules; verbal and written communication; desktop computer operations; advanced GAAP and statutory accounting terminology, practices, and processes.
Licenses and Experience Bachelor's degree in accounting or finance required with eight or more years of experience in insurance accounting; CPA is a plus but not required; advanced understanding of GAAP and statutory accounting; in-depth knowledge of NetSuite general ledger [and ancillary tools] software package.
Our Cabrillo Holdings Controller safeguards assets and ensures accurate and timely recording of all transactions by implementing internal controls at the holding company level and across the entire organization. Additionally, the Controller is responsible for managing the day-to-day finance and accounting operations at the Holding Company level, ensuring financial plans are consistent with organizational goals and effectively utilizing the NetSuite general ledger and ancillary software tools to appropriately record and evaluate our Company's financial standing. Finally, the Controller carries out supervisory responsibilities, as directed, according to Company policies and applicable laws.
Job Responsibilities
Plans, organizes, supervises and evaluates the overall performance of the accounting and finance team; with team, develops, implements and monitors work plans to achieve the Company's mission, goals and performance measures; supervises, participates in developing, recommends, implements and continually works to improve work programs, plans, processes, procedures and tools (i.e. manuals) applicable to team responsibilities in order to achieve or exceed Company goals and Company quality and service standards; coordinates, oversees, participates in and/or implements workflows, processes and procedures to improve accounting operations; actively participates in the selection and hiring of accounting team members in accordance with Company's principles, practices, business needs and mission; organizes and schedules team to ensure business requirements are met or exceeded. Manages, monitors and evaluates the performance of assigned team members; assists in establishing team's results-oriented performance goals and requirements and individual team members' growth and development targets; regularly monitors performance and provides coaching for performance improvement and development; recommends career advancements and other rewards to recognize performance; recommends disciplinary action, up to, and including, termination, to address performance deficiencies, in accordance with Company policies. Provides leadership and works with the team to create and foster a high-performance, service-oriented work environment that supports the Company's mission, objectives, and service expectations; provides leadership and participates in programs and activities that promote a positive team environment. With senior leaders, actively assists and participates in providing and/or coordinating ongoing team training; ensures that team members engage in useful learning and development opportunities. Manages, directs, and performs activities to ensure the accurate and timely dissemination of holding company consolidated financial statements including, but not limited to, internal and external monthly, quarterly and annual financial reporting, as well as audits, regulatory examinations, cash flow position and budgets; ensures financial statements, general ledgers and subsidiary accounts for multiple entities are prepared in accordance with applicable accounting standards and handles confidential and non-routine information to effectively carry out these responsibilities; assists in compiling and preparing carrier and all regulatory reports; respond to inquiries from external auditors, internal auditors, and state examiners in an effective, accurate and timely manner; performs job tasks and functions in accordance with company procedures and guidelines. Directs and oversees the MGA and/or Carriers' account payables' activities, ensuring the accurate and timely processing of invoices, petty cash, employee expenses, and tax compliance, including applicable state tax authorities' offices of surplus lines, sales tax, premium tax, and payroll; ensures required approvals are obtained for the disbursement of funds. Directs and oversees the activities of the MGA and/or Carriers' premium accounting (accounts receivable) team members to ensure accurate and timely management of cash receipts application, policyholder refund payments and stop payments; regularly interacts with customers in a courteous, professional, and highly responsive and service-oriented manner. Actively assists the Company's Tax Accountants to determine corporate income tax obligations and to ensure compliance, accuracy and timely completion of tax returns taking full advantage of all favorable tax codes. Manages and performs budgeting and forecasting, financial modeling and analyses and performance reporting tasks; participates in developing and managing annual budgets and monthly forecasts, ensuring alignment with business goals and financial targets; creates and maintains complex financial models to support strategic decision-making, including scenario analysis and sensitivity testing; prepares regular financial reports and variance analyses for senior leadership review, highlighting key performance indicators and trends; prepares quarterly Board of Director meeting financial statement presentations. Assists CFO and CEO in establishing, implementing, and maintaining systems and controls that verify the integrity of all accounting and finance systems, processes and data and enhance the Company's value; recommends appropriate accounting control policies, workflows, and procedures related to the introduction of new carriers, products and/or investments; responds to CFO, other senior leaders, and the CEO with accurate and timely work to facilitate the Company's financial needs. Positively represents the Accounting and Finance Team in all communications, including telephone, face-to-face and email interactions, and provides accurate information and professional responses to internal and external customers, vendors, auditors, and all other external business contacts, as directed; actively contributes as a member of the Cabrillo Holdings Team by providing assistance and support to other teams/team members on a Companywide basis; works closely with various internal and external customers to gather data and provide insights that drive business performance and support strategic initiatives. Dynamically enhances the Company's success by taking advantage of learning and development opportunities and personally integrating positive actions to improve individual performance. Leads, participates in, assists with, and/or carries out responsibilities for "special" Company projects, as directed; conducts ad hoc financial analyses to support business cases, strategic decisions, and special projects, providing actionable recommendations based on findings.
Requirements
Skills and Expertise Qualities:
Exceptionally Ethical; Financially Oriented; Quality-Oriented; Service Oriented; Detail-Oriented; Self-Motivated; Self-starter; Collaborator; Multi-Tasker; Adaptability; Flexibility; Strong Work Ethic; Positive "Can Do" Attitude; Collaborator; Ability to maintain composure and professionalism in a fast-paced and sometimes stressful environment; Strong Communicator.
Strong Skill Sets in the Following Areas:
advanced financial management; advanced knowledge of Excel and NetSuite software package; analytical skills; strong math and accounting skills; advanced accounting terminology, practices, and processes; telephone and email business etiquette rules; verbal and written communication; desktop computer operations; advanced GAAP and statutory accounting terminology, practices, and processes.
Licenses and Experience Bachelor's degree in accounting or finance required with eight or more years of experience in insurance accounting; CPA is a plus but not required; advanced understanding of GAAP and statutory accounting; in-depth knowledge of NetSuite general ledger [and ancillary tools] software package.