What are the responsibilities and job description for the Senior Staff Accountant position at Cabrillo Coastal General Insurance Agency LLC?
Description
Our accounting and finance team works “hard AND smart” behind the scenes each and every day to perform a full range of professional accounting and financial reporting responsibilities in order for our Company to maintain accurate and timely financial and accounting records for our multiple Companies, to report accurate, complete and timely financial information to a wide and diverse number of regulators, auditors, carriers, investors and other partners, and to receive and distribute Company monies accurately, efficiently and within designated timeframes and Company policies and procedures. This team serves a critical role for us to ensure all of our i’s are dotted and t’s are crossed in the ongoing maintenance of a wide scope of routine to highly complex and detailed accounting and financial records and reports for management, our investors and other partners, our auditors, our carriers and a plethora of regulating entities.
The positions in the Accounting Job Family are comprised of Staff Accountant I, Staff Accountant II, and Senior Accountant. By utilizing a progressive job series, our accounting team members are able to learn and consequently earn advancement on the accounting team and in the Company. We provide clear criteria that defines what represents demonstrated mastery at each level. Once an incumbent has mastered his/her position in the progressive job series, he/she, with his/her leader’s and senior leader’s active input and agreement, is eligible to advance to the next level in the series, increasing his/her responsibility, authority and pay levels as a result.
Performs a wide array of routine to complex accounting transactions; prepares and records journal entries; reconciles bank statements; assists in preparation of monthly, quarterly and annual financial reports and/or statements for assigned entities; handles confidential information; assists in compiling and preparing carrier and regulatory agent reports; supports information needs of external auditors, internal auditors, and state examiners in an effective and timely manner; performs job tasks and functions in accordance with GAAP principles and Company procedures and guidelines.
May performs accounts payable tasks, including the processing of timely and accurate payment of invoices and bills; processes petty cash requests and employee expense reports; assists in ensuring tax compliance, including surplus and payroll, secures proper approval for the disbursement of funds.
May perform accounts receivable activities to ensure the accurate and timely receipt of all accounts receivable, including daily cash receipts application and policyholder payment service management, which includes ongoing customer service.
May assist in preparation and reporting of budgets for assigned entity/ies.
On assigned accounting-related issues, positively represents Cabrillo in telephone, face-to-face and email interactions with and provides accurate information and professional responses to agents, policyholders, vendors and auditors and other external business contacts and customers, as applicable.
Actively contributes as a member of the Cabrillo Coastal Team by providing assistance and support to assigned team members.
Dynamically enhances 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.
Requirements
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: strong 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.
Bachelor’s degree in accounting or finance required with five or more years of experience in insurance accounting is preferred; CPA is strongly preferred; strong understanding of GAAP accounting; in-depth knowledge of NetSuite general ledger [and ancillary tools] software package is a plus.
