Technical Comptroller PR Job at Creative Financial Staffing in Puerto Rico

Key Responsibilities:

• Financial Reporting: Prepare accurate and timely financial statements and ensure compliance with US GAAP and relevant accounting standards; provide financial reports, analysis, and insights to support decision-making processes.

• Accounting Operations : Lead month-end close processes and oversee all agency accounting.

• Accounts Receivables: Direct Bill Commission Download, Agency Bill Payments, other income and/or deposits

• Accounts payables: payables to carriers, brokers, vendors, expenses, and commissions to producers/brokers

• Reconciliation: Direct bill, premiums payable, producer, parent company, bank

• Accounting: Payroll, journal entries, adjustments with parent company

• Budgeting and Forecasting : Developing and manage the annual budgeting process in collaboration with department heads. Monitor and analyze budget variances.

• Internal Controls : Establish and maintain effective internal control procedures to safeguard assets and ensure the integrity of financial information. Conduct regular reviews of financial processes to identify areas for improvement and efficiency.

• Financial Compliance : Ensure compliance with regulations and reporting requirements. Collaborate with parent company and external auditors to facilitate annual audits and address audit findings.

• Treasury : Oversee cash flow management, including monitoring liquidity and optimizing working capital. Develop and implement cash management policies and procedures.

Required Experience

• Bachelor's degree in Accounting, Finance, or a CPA license.

• 5-10 years' experience in insurance accounting/finance role.

• Proficient in the use of Applied Systems' EPIC

• Previous success in a fast-paced, high-growth, metrics-driven, business.

• Possesses the ability and knowledge to anticipate needs and minimize exposure and risks.

• Experience and knowledge in accounting for property & casualty insurance

• Holds themself and others accountable for actions and outcomes and have an unwavering adherence to a set of ethical standards and principles.

• Positivity & Growth Mindset - Brings energy, determination, and motivation to excel and achieve personal and company missions and growth.

• Adaptability & Agility - Embraces changing circumstances, learns, adapts, and acts quickly. Possess an entrepreneurial spirit.

• Analytical Skills - Strong analytical and problem-solving abilities, attention to detail and comfortable working with large data sets across multiple systems and perform complex analyses and reconciliations.

• Excellent verbal and written communication skills.