What are the responsibilities and job description for the Director - Accounting position at Warner Pacific Insurance Services?

Director - Accounting -Finance

Warner Pacific

About Warner Pacific

Warner Pacific is a private equity backed insurance services provider, owned by Lovell Minnick Partners. They are one of the nation's largest benefits insurance General Agencies, providing insurance agents with a full suite of benefits products and tech-enabled services including sales assistance, innovative technology, and back-office support. Warner Pacific gives insurance companies the tools they need to grow their business in a rapidly changing and dynamic marketplace. Specializing in the health insurance industry, Warner Pacific provides end-to-end support from custom quote preparation to post-sale support.Warner Pacific is a national platform, headquartered in Los Angeles, that is growing rapidly both organically and via acquisition. They have roughly 400 employees and service more than 50,000 employers

Warner Pacific is known for :

Market leadership. Their teams bring decades of experience and a wealth of knowledge.
Consultative operating model. They have 400 employees ready to meet the back office and advisory needs of the carriers and benefits brokers Warner supports.
PRO Suite technology. Their innovative technology allows brokers to service their clients from quote to card, while delivering administrative savings.
Agent development. Warner takes a firsthand approach in helping brokers succeed.
Trust and integrity. Warner does more than just transact business - they build lasting relationships.

The Role

Reporting to Warner's CFO with a dotted line to Warner's Controller, the M&A Integration and Accounting leader will work closely with various Business Partners and Finance team members to provide support related to Warner's M&A activity during the acquisition process including leading post-close finance integration activities. Finance integration work includes reviewing all accounting and finance processes at an acquired entity and integrating those processes into Warner's broader finance operating model as applicable (people, process, and technology). This individual will also be responsible for financial reporting for acquisitions post-close as well as lead all audit and tax work in partnership with Warner's auditors and tax advisors.

Overview of Responsibilities

Provides financial support during M&A due diligence process.

Works with M&A and FP&A teams to develop budgets and proforma reporting for acquired businesses.

Leads financial reporting, including the monthly close process for acquisitions post-close.

Partners with FP&A and business leaders for monthly financial reviews.

Develops recommendations to optimize financial management of acquisitions post-close including technology and resourcing changes.

Leads integration of acquisition's financial operation including executing any recommended changes to optimize financial management.

Provides input on purchase accounting and M&A tax accounting issues.

Leads audit and tax review working in partnership with Warner's auditors and advisors

Assist with other projects as assigned.

Additional Skills and Requirements

Bachelor's degree in Accounting, Finance, or related field.

10 years of total accounting experience, including 4 years in public accounting.

Experience as a corporate controller a plus.

Active CPA license.

Extensive M&A experience.

Experience building and managing a finance and accounting team.

Understanding of accounting processes, procedure, software and internal controls.

Strong problem-solving skills, documentation skills, research and resolution skills, data analysis.

Computer literacy with advanced knowledge of the Microsoft Office suite.

Knowledge of Microsoft Dynamics GP and other general ledger software

Project Management experience

Detail oriented, with strong organization and time management skills

Ability to communicate effectively verbally and in writing and interact with employees and vendors in a professional manner.

Demonstrated ability to multi-task effectively.

Ability to perform the required work at the designated Warner Pacific office or remotely with hours generally 8am to 5pm.

Compensation

Annual Salary Range

152,475 - $203,000 per year

Actual compensation may vary from posting based on work experience, education and / or skill level.

The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) match, and life insurance.

As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our "Duties & Responsibilities" section, please apply! We look forward to hearing from you!

Salary : $152,475 - $203,000

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