Controller

Job Summary :

Responsible for the timely, accurate reporting of GAAP and Stat financial statements. Areas of oversight include the audit process, monthly, quarterly, and annual financial close process and treasury functions. Responsible for maintaining adequate internal controls and ensuring that the company adheres to all existing and new regulatory requirements and accounting standards and receives unqualified opinions. The oversight of the accounting department is a primary responsibility that includes the preparation of financial reports to regulatory agencies, audits of the company, accounts payable, investment accounting, reinsurance accounting, billing, premium accounting and cash management. Responsibilities include the financial preparation for 3 insurance entities and 12 other legal entities.

Essential Duties and Responsibilities :

• Lead and coordinate the preparation of financial statements, financial reports and corresponding analysis and information
• Establish and maintain appropriate internal control to safeguard all company assets.
• Update, monitor and manage accounting and internal control policies and procedures and supporting information systems of the company.
• Ensure compliance with local, state, and federal financial and tax reporting requirements.
• Maintains professional and technical knowledge of existing and upcoming accounting standards and regulatory requirements.
• Identify, approve and implement changes and improvements to automated financial and management information systems
• Lead and coordinate the preparation of financial statements, financial reports, special analyses, and information reports.
• Interact with other managers and other departments to provide consultative support on all financial / accounting matters
• Establish and implement short- and long-range departmental goals, objectives, policies, and operating procedures.
• Support the communication with insurance regulatory departments on financial matters.
• Ensure external audits and reviews and financial compliance requirements are satisfied and receive unqualified opinions.
• Monitor performance of investment advisors and adherence to policies, investment purchase and sale activity.
• Oversee and implement treasury processes and procedures, including banking, cash receipts, short-term cash management and payables.
• Monitor capital requirements and provide analysis to guide business leaders and the board of directors.
• Ensure adequate support and data is supplied to actuarial reserving. Interact with independent actuary and third parties involved in the review and monitoring of the company's reserve position
• Provide regular communication to various departments within the organization on issues that are critical to the overall organization's business and financial position.
• Maintains financial staff by recruiting, selecting, orienting, and training employees.
• Responsible for training and orienting finance department staff and providing internal and / or external professional development opportunities.
• Oversee all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements.
• Assure corporate income tax compliance to assure the accurate and timely completion of all corporate income tax returns taking full advantage of all favorable tax codes.

Job Qualifications :

General Information :

All employees must pass a pre-employment background check. Other checks may be needed based on position : driving history, credit report, etc.

The preceding job description has been designed to indicate the general nature of work performed; the level of knowledge and skills typically required; and usual working conditions of this position. It is not designed to contain, or be interpreted as, a comprehensive listing of all requirements or responsibilities that may be required by employees in this job. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Heritage Insurance Holdings, Inc. is an Equal Opportunity Employer. We will not discriminate unlawfully against qualified applicants or employees with respect to any term or condition of employment based on race, color, national origin, ancestry, sex, sexual orientation, age, religion, physical or mental disability, marital status, place of birth, military service status, or other basis protected by law.