This individual will support the Controller/Assistant Controller in the process of producing accurate and timely financial management reports including internal and external monthly financial statements, and annual audits and annual budget.

  • 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.

Education and / or Experience:

  • Bachelor of Science in Accounting or Finance required.
  • Must have a minimum of 5 years of accounting and financial reporting experience.
  • Property and Casualty Insurance Industry experience required; must have in-depth understanding of industry specific accounting rules and regulations. Thorough understanding of statutory accounting practices a must.
  • Strong conceptual understanding and practical knowledge of GAAP and regulatory accounting principles.
  • Must be proficient in Microsoft Office-Excel and Word.
  • Strong general ledger, accounts payable, accounts receivable, reinsurance, income tax and treasury management knowledge.
  • CPA Preferred


Employee Type
Full-Time Regular
Sarasota FL
Minimum Salary
Maximum Salary