- Career Level
- Experienced (Non-Manager)
Assist the CFO and/or Controller on a wide array of routine to complex corporate accounting and financial reporting and other transactions; prepare and record journal entries; reconcile bank statements; ensure required approvals are obtained for the disbursement of funds; ensure financial statements, general ledgers and subsidiary accounts for multiple entities are prepared in accordance with applicable accounting standards; prepare and review monthly, quarterly and annual financial reports and/or statements for multiple entities; handle confidential and non-routine information; assist in compiling and preparing client and regulatory agent reports; supports information needs of external auditors, internal auditors, and state examiners in an effective and timely manner; assist in determining appropriate accounting policies for the Company as related to the introduction of new products and/or investments; perform job tasks and functions in accordance with company procedures and guidelines.
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, 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.
Skills and Expertise
Qualities: Financially-Oriented; Quality-Oriented; Service Oriented; Detail-Oriented; Self-Motivated; Self-starter; Team Player; Multi-Tasker; Adaptability; Flexibility; Strong Work Ethic; Positive “Can Do” Attitude; Collaborator; Ability to maintain composure and professionalism in fast-paced and sometimes stressful environment
Strong Skill Sets in the Following Areas: advanced knowledge of Excel; analytical skills; strong math skills; advanced statutory accounting terminology, practices and processes; telephone and email business etiquette rules; desktop computer operations.
Licenses and Experience
Understanding of GAAP and statutory accounting; Bachelor’s degree in Accounting or Finance and CPA required.
Full –Time Exempt (Salaried)
Pay: Commensurate with experience.
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