Divisional Controller

CONTROLLER – RETAIL/WHOLESALE DIVISION

JOB SUMMARY:

Our client is a leading insurance company located in the San Fernando Valley and is seeking a dynamic Controller for their retail/wholesale division to join their team.

DUTIES & RESPONSIBILITIES:

Primary:

1. Finance Tools and Process: Identify and implement appropriate financial tools, systems, and processes to improve the accuracy and efficiency of our broader finance operations.
2. General Accounting:
   • Responsible for the monthly close process for the Retail and Wholesale divisions.
   • Manage the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results
   • Prepare all documents that support the monthly close process and month end balances.
   • Prepare monthly financial statements and related footnotes.
   • Prepare monthly reconciliations for all balance sheet accounts.
   • Responsible for all necessary journal entries, both monthly and year end.
   • Research technical accounting issues for compliance.
   • Prepare various budget variance reports on revenue and expense detail.
   • Analyze financial details to identify areas where improvement is needed.
   • Manage accounting operations including accounts payable and accounts receivable.
   • Manage, hire, train and develop staff based on needs of the department.
   • Ensure compliance with government agencies and corporate policies and procedures.
3. Internal Controls: Develop and document business processes and accounting policies to maintain and strengthen internal controls.
4. Audit: Responsible for external audit requirements for schedules and supporting documentation.
5. M&A: Assist with merger and acquisition due diligence and post-acquisition integration.

COMPETENCIES:

Leadership

1. Exhibits confidence in self and others; inspires and motivates others to perform well.
2. Effectively influences actions and opinions of others; accepts feedback from others; gives appropriate recognition to others.
3. Creates a sense of team spirit and helps to create a positive work environment.
4. Develops strategies to help achieve departmental and company goals.

Quality Management

1. Looks for ways to improve and promote quality.
2. Understands business implications of decisions; displays orientation to profitability; aligns work with strategic goals.

Ethics

1. Treats people with respect, keeps commitments; works with integrity and ethically.
2. Upholds organizational values.
3. Follows through on commitments.

Organizational Support

1. Follows and supports policies and procedures.
2. Completes administrative tasks correctly and on time.
3. Supports company’s goals and values.
4. Responds to management direction and follows instruction.
5. Works within approved budget.
6. Conserves organizational resources.
7. Develops and implements cost saving measures.
8. Adapts to changes in the work environment, manages competing demands, changes approach or method to best fit the situation, able to deal with change, delays or unexpected events.

Oral/Written Communication Skills

1. Speaks/writes clearly and persuasively in positive or negative situations.
2. Listens and gets clarification.
3. Demonstrates group presentation skills.
4. Actively participates in meetings.
5. Presents himself/herself in a well groomed professional manner.

Innovation

1. Displays original thinking and creativity.
2. Meets challenges with resourcefulness, generates suggestions for improving work; develops innovative approaches and ideas.

Computer Skills

1. Proficient in common Microsoft Office applications – Word, Excel, etc.
2. Familiarity with agency management systems.

EDUCATION & EXPERIENCE:

• BA/BS Degree in Accounting, Finance or related major
• Strong technical accounting skills. CPA certification highly desired
• 10+ years related Accounting experience
• 3 years audit experience preferred
• Experience managing a team of accounting professionals.
• Experience working for an insurance broker or insurance related is a plus

Salary Range for Divisional Controller: $150,000 – $180,000 annually (based on experience)

Creative Financial Staffing (CFS) specializes in placing professionals into accounting, finance, and human resource positions with companies across all industries/all sizes. In the LA market, CFS is affiliated with GHJ, a regional public accounting firm ranked Top 20 in the Los Angeles Journal’s Book of Lists. Due to our affiliation with GHJ and the strict regulations public accounting firms face today, CFS operates a little differently than many recruiting firms. We do not take a strong-arm approach. We are extremely consultative and professional!

We would like to speak with you to learn more about your expectations of your next career opportunity, and to see if we might be able to help you reach your goals.

Marilynn Ortega, Executive Recruiter

mortega@cfs-la.com

Website: www.cfstaffing.com