PRIMARY RESPONSIBILITIES

Oversee and manage monthly, quarterly, and year-end close processes, ensuring accuracy and efficiency. Oversee preparation of financial statements, including quarterly board meeting financials and coordination of annual audit as primary contact with external auditor. Ensure compliance with internal controls and company policies while maintaining a streamlined accounting process. Perform detailed financial analysis, identify trends, and present findings to management. Implement process improvements and the adoption of new accounting systems and technologies. Mentor and support accounting staff, offering guidance and fostering a collaborative work environment. Partner with cross-functional teams to provide financial insights and support business decision-making.

CRITICAL CAPABILITIES

Initiative:

A self-starter who is proactive in identifying opportunities for process improvements and addressing potential issues before they become problems. Willing to take ownership of tasks and projects without the need for consistent supervision.

Communication:

Exceptional verbal and written communication skills with ability to communicate complex financial information to non-financial stakeholders.

Collaboration:

Ability to work seamlessly across departments, building relationships and contributing to team success.

Leadership:

Ability to lead by example, inspire trust, and guide others toward achieving team and organizational goals.

Time Management:

Strong organizational skills with the ability to handle multiple priorities while meeting deadlines.

Problem Solving:

Ability to approach challenges creatively, offering practical solutions in complex financial situations. Attention to

Detail:

Conscientious and focused on delivering precise and accurate work with consistency

Integrity:

A strong ethical compass and commitment to transparency and confidentiality in handling financial data.

Professionalism:

Maintains a high standard of professionalism, particularly in challenging or high-pressure situations.

KNOWLEDGE AND SKILL REQUIREMENTS

Bachelor's Degree in Accounting, Finance, or related field. 4+ years of accounting experience, with 2+ years in public accounting. CPA is preferred. Managerial experience preferred Insurance industry experience is a plus. Advanced knowledge of accounting principles and financial reporting. Proficiency in accounting software and Microsoft Office (Outlook, Excel, Power BI). Why Join Us Competitive salary and benefits package. Opportunities for professional growth and career advancement. A dynamic, supportive, and cooperative team setting. 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