Financial Reporting Specialist

Universal North America
Sarasota, Florida
Not Specified
Oct 08, 2016
Dec 07, 2016

Essential Duties and Responsibilities:

  • Prepare, review and ensure timely submission of monthly financial statements on a statutory and GAAP basis
  • Prepare, review and ensure timely submission of quarterly and annual statutory financial statements
  • Act as a key representative and contact in the annual external audit
  • Work with internal auditor as required and directed by Controller/Assistant Controller to assist in external audit and to complete internal audit reviews
  • Prepare and review external reinsurance reports on a monthly basis
  • Assist in analysis and understanding of reinsurance contracts
  • Prepare and review and ensure timely submission of reports required by regulatory agencies
  • Assist Controller/Assistant Controller to create, review and assure compliance with all Managing General Agency contracts
  • Review and assist in preparing of consolidated budgets and forecasts
  • Oversee and maintain systems and controls which verify the integrity of all systems processes and data, and enhance the company value
  • Review budget vs. actual analysis on a monthly basis
  • Assist in the review and oversee the preparation of the tax provisions on a quarterly and annual basis
  • Ensure federal and state income taxes are accurate
  • Provide cost saving and cost containment reviews
  • Facilitate in a wide variety of special projects and compile a variety of special reports in an accurate and timely manner
  • Respond to Controller/Assistant Controller and/or others as assigned with accurate and timely work to facilitate financial needs
  • Assist in supervising, mentoring and training accounting staff to further develop skills and knowledge
  • Communicate with co-workers, management, clients, agents and others in a courteous and professional manner
  • Perform other duties as required

Education and / or Experience:

  • Bachelor of Science in Accounting or Finance required
  • Must have a minimum of 5years 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
  • Must possess strong analytical  and interpersonal skills
  • Strong general ledger, accounts payable, accounts receivable, reinsurance, income tax and treasury management knowledge
  • Proficient computer knowledge-specifically with spreadsheets (hardware and software)
  • 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
  • Excellent communication skills

    Licenses and / or Certifications:

    CPA Preferred