Financial Reporting Specialist

Sarasota, Florida
Not Specified
Apr 27, 2022
Jun 26, 2022

General Description:

This individual will support the Controller/Assistant Controller in the process of producing accurate and timely financial management reports including, but not limited to, internal and external monthly financial statements, and annual audits and annual budget.  

Essential Duties and Responsibilities:

Prepares, reviews and ensures timely submission of monthly financial statements on a statutory and GAAP basis.

Prepares, reviews and ensures timely submission of quarterly and annual statutory financial statements.

Acts as a key representative and contact in the annual external audit.

Works with internal auditor as required and directed by Controller/Assistant Controller to assist in external audit and to complete internal audit reviews.

Prepares and reviews external reinsurance reports on a monthly basis.

Assists in analysis and understanding of reinsurance contracts.

Prepares and reviews and ensure timely submission of reports required by regulatory agencies.

Assists Controller/Assistant Controller to create, review and assure compliance with all Managing General Agency contracts.

Reviews and assists in preparing of consolidated budgets and forecasts.

Oversees and maintains systems and controls which verify the integrity of all systems processes and data, and enhances the company value.

Reviews budget vs. actual analysis on a monthly basis.

Assists in the review and oversees the preparation of the tax provisions on a quarterly and annual basis.

Ensures federal and state income taxes are accurate.

Provides cost saving and cost containment reviews.

Facilitates in a wide variety of special projects and compiles a variety of special reports in an accurate and timely manner.

Responds to Controller/Assistant Controller and/or others as assigned with accurate and timely work to facilitate financial needs.

Assists in supervising, mentoring and training accounting staff to further develop skills and knowledge.

Communicates with co-workers, management, clients, agents and others in a courteous and professional manner.

Performs other duties as required.

Supplemental Information:

This job description has been prepared to indicate the general nature and level of the work that the employees perform within their classification.  This description is not and cannot be interpreted as an inventory of all the duties, tasks, responsibilities and qualifications required for the employees assigned to this job.

Education and / or Experience:

Bachelor of Science in Accounting required.

Must have a minimum of 5 years of accounting and financial reporting experience.

Property and Casualty Insurance Industry experience preferred including in-depth understanding of industry specific accounting rules and regulations and statutory accounting practices.

Strong conceptual understanding and practical knowledge of GAAP.

Public Accounting experience preferred.

Must be proficient in Microsoft Office-Excel and Word.

Must possess strong analytical and interpersonal skills.

Strong general ledger experience required. Reinsurance, income tax and treasury management knowledge preferred.

Strong knowledge of financial information systems.

Ability to take ownership of assigned areas and projects, as well as the ability to work well under pressure.

Must be able to interface effectively and professionally with all levels of personnel.

Attention to detail; strong organizational skills.

Positive attitude and strong work ethic.

Licenses and / or Certifications:

CPA Preferred

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