Curi
Controller
Curi, Raleigh, North Carolina, United States, 27601
TitleController
LocationHybrid in Raleigh, North Carolina or Edina, MinnesotaAbout Us
Curi is a full-service advisory firm that serves physicians and medical practices. Equal parts fierce physician advocates, smart business leaders, and thoughtful partners, Curi's advisory, capital, and insurance offerings deliver valued advice that is grounded in client priorities and elevated by their outcomes. From data-driven advisory services to private wealth offerings to tailored medical malpractice insurance solutions and beyond, we deliver performance that is time-tested and trusted-in medicine, business, and life.
The RoleWe are looking for an experienced finance professional to join our Finance team as a Controller reporting to the Senior Vice President, Finance. In this role, you will be responsible for managing GAAP and Statutory financial statement preparation and review, internal control environment, regulatory filings, monthly close, staff management, and other day-to-day financial reporting activities. You will manage the Company's audits and tax accounting and be responsible for reporting and compliance matters. Additionally, you will work cross-functionally with Actuarial and Underwriting departments as the primary Finance stakeholder in matters relating to reinsurance, loss reserves, and other finance-related issues.Key Result AreasSupervise all financial reporting functions/filings including the monthly general ledger close, internal and external monthly, quarterly, and annual financial statement preparation ensuring timely and accurate deliveryResponsible for complex accounting functional areas and related procedures specific to insurance, investment and advisory servicesResponsibilities will include both preparing and reviewing journal entries, detail review of supporting workpapers and calculations, and overall review and distribution of financial reporting and analysis for multiple operating and reporting entities within the Curi enterpriseMaintain and improve analytical review of monthly/quarterly/annual financial results through variance analysis and budget to actual comparisons and develop processes to identify and report on key financial performance metricsUpdate and maintain a Policy and Procedures manual, including documenting, testing, and monitoring of an effective internal control environment. Implement and document new processes and controls to optimize departmental performance as neededServe as primary point of contact for the annual audit process for various affiliated entities within the Curi enterpriseManage accounting staff; allocate and absorb departmental workload to maximize resources, develop expertise, and establish an appropriate level of redundancy across a growing financial reporting teamServe as a member of the management team and participate in deliberations on Company matters; engage and interact with all functional departments throughout the organizationProvide technical accounting research, guidance, and advice. Conduct research for new accounting pronouncements as warrantedSkillsComprehensive understanding of and experience with Statutory Accounting Principles and Generally Accepted Accounting PrinciplesAbility to proactively learn, engage, and flourish in a complex, evolving corporate environmentComfortable in role with high visibility; proficient communicating financial information accurately and clearly to Senior and Executive managementDemonstrated ability to identify problems/inefficiencies then devise and implement solutionsProject management skills commensurate with roleQualificationsBA/BS Degree and CPA license requiredSix years of experience with demonstrated progression of responsibility in audit and/or insurance industry accounting roles; preferably in property and casualty insurance industry requiredStaff management experience requiredMaster of Accounting Degree is preferred7-10 years of work-related experience in area of expertise is preferred
LocationHybrid in Raleigh, North Carolina or Edina, MinnesotaAbout Us
Curi is a full-service advisory firm that serves physicians and medical practices. Equal parts fierce physician advocates, smart business leaders, and thoughtful partners, Curi's advisory, capital, and insurance offerings deliver valued advice that is grounded in client priorities and elevated by their outcomes. From data-driven advisory services to private wealth offerings to tailored medical malpractice insurance solutions and beyond, we deliver performance that is time-tested and trusted-in medicine, business, and life.
The RoleWe are looking for an experienced finance professional to join our Finance team as a Controller reporting to the Senior Vice President, Finance. In this role, you will be responsible for managing GAAP and Statutory financial statement preparation and review, internal control environment, regulatory filings, monthly close, staff management, and other day-to-day financial reporting activities. You will manage the Company's audits and tax accounting and be responsible for reporting and compliance matters. Additionally, you will work cross-functionally with Actuarial and Underwriting departments as the primary Finance stakeholder in matters relating to reinsurance, loss reserves, and other finance-related issues.Key Result AreasSupervise all financial reporting functions/filings including the monthly general ledger close, internal and external monthly, quarterly, and annual financial statement preparation ensuring timely and accurate deliveryResponsible for complex accounting functional areas and related procedures specific to insurance, investment and advisory servicesResponsibilities will include both preparing and reviewing journal entries, detail review of supporting workpapers and calculations, and overall review and distribution of financial reporting and analysis for multiple operating and reporting entities within the Curi enterpriseMaintain and improve analytical review of monthly/quarterly/annual financial results through variance analysis and budget to actual comparisons and develop processes to identify and report on key financial performance metricsUpdate and maintain a Policy and Procedures manual, including documenting, testing, and monitoring of an effective internal control environment. Implement and document new processes and controls to optimize departmental performance as neededServe as primary point of contact for the annual audit process for various affiliated entities within the Curi enterpriseManage accounting staff; allocate and absorb departmental workload to maximize resources, develop expertise, and establish an appropriate level of redundancy across a growing financial reporting teamServe as a member of the management team and participate in deliberations on Company matters; engage and interact with all functional departments throughout the organizationProvide technical accounting research, guidance, and advice. Conduct research for new accounting pronouncements as warrantedSkillsComprehensive understanding of and experience with Statutory Accounting Principles and Generally Accepted Accounting PrinciplesAbility to proactively learn, engage, and flourish in a complex, evolving corporate environmentComfortable in role with high visibility; proficient communicating financial information accurately and clearly to Senior and Executive managementDemonstrated ability to identify problems/inefficiencies then devise and implement solutionsProject management skills commensurate with roleQualificationsBA/BS Degree and CPA license requiredSix years of experience with demonstrated progression of responsibility in audit and/or insurance industry accounting roles; preferably in property and casualty insurance industry requiredStaff management experience requiredMaster of Accounting Degree is preferred7-10 years of work-related experience in area of expertise is preferred