Insurance Broker Business looking for a Controller to join a dynamic, growing company. The
Controller’s primary responsibility is to oversee and perform the primary accounting functions,
accounts payable/receivable management, financial reporting and continue to drive
recommendations for continuous improvement. The position will report to the President/CEO.
Duties and Responsibilities:
- Performs all accounting and payroll functions for the company.
- Update and maintain cash flow forecast on a weekly and as needed basis.
- Entry of all journal entries, all accounts payable, and all accounts receivable.
- Prepare monthly bank reconciliations for all accounts.
Insurance Broker Business looking for a Controller to join a dynamic, growing company. The
Controller’s primary responsibility is to oversee and perform the primary accounting functions,
accounts payable/receivable management, financial reporting and continue to drive
recommendations for continuous improvement. The position will report to the President/CEO. - Prepares timely and accurate financial statements and other regular financial reports.
- Guides financial decisions by establishing, monitoring and enforcing policies and
procedures. - Protect assets by establishing, monitoring and enforcing internal controls.
- Monitors and confirms financial condition by working with outside CPA firm; providing
information for tax returns and financial analysis. - Prepares budgets by establishing schedules; collecting, analyzing and consolidating
financial data; recommending plans. - Prepares special reports by collecting, analyzing and summarizing information and
trends. - Complies with federal, state and local legal requirements by studying existing and new
legislation; anticipating future legislation; enforcing adherence to requirements; filing financial reports; advising management on needed actions and understanding state licensing rules. - Keeps financial information and plans confidential.
- Maintain other accounts and perform other accounting duties as required or as requested by the CEO.
- Manage any other financial matters per CEO direction.
Minimum Job Requirements:
Education:
- Bachelor’s degree in Accounting, Business, or Finance.
- CPA preferred
Experience:
- Minimum 4-6 years’ experience in accounting.
- Ability to work independently and function as a finance leader for the company.
Specific Skills:
- Ability to multi-task and perform diversified business tasks in a small company
environment. - Intermediate knowledge of MS Office products with emphasis in Excel and Word
applications. Must be able to create and format Excel spreadsheets for financial
analysis. - Self-starter with excellent time management, adaptability, organizational skills and
attention to detail. - Humbly confident with a genuine personality.
- Understand the importance of accountability to clients and co-workers.
- Innovative.
- Ability to maintain the highest level of confidentiality.
- Present self in a professional manner and able to interact with all levels of organization
and outside contacts. - Working knowledge of applicable laws, regulations, and financial industry standards.
- Solid analytical and decision-making abilities.
- Must demonstrate strong organizational and time management abilities.
- Excellent interpersonal communication skills (both written and oral).
- Demonstrated leadership abilities.
- Team player.
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. At the employee’s request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
