Director of Accounting and Finance

Company: The Surplus Line Association of California
Location: San Ramon
Posted on: May 22, 2023

Job Description:

Salary: $180,000 - $215,000.Full time: Hybrid.MUST BE A CALIFORNIA RESIDENT.Who we are looking for:Reporting to the chief executive officer (CEO), the Director of Accounting and Finance will be responsible for the direct management of several key accounting and reporting functions within the Association, including budgeting, planning and forecasting; financial and regulatory reporting; internal controls and risk management; research and analysis; audits; and compliance with contractual documents and government regulations. The Director of Accounting and Finance will also be involved in supporting the payroll, time & attendance and actively manage the day to day accounting and financial operations of the Association.The Director of Accounting and Finance will present budget and finance information to the Board of Directors and Finance and Audit committees; maximize return, and limit risk, on cash by minimizing bank balances; making investments and overseeing the Associations banking activities, actively manage cash flow to ensure it meets the Association's needs; and will manage the billing, accounts receivable and accounts payable function/staff.The Director of Accounting and Finance will ensure that the Association has the policies, procedures, internal controls, segregation of duties and systems in place to support effective program implementation and to ensure flawless audits.Who we are:The Surplus Line Association of California strives to maintain a healthy, fair, and competitive surplus line marketplace. We assist our members' compliance with California's laws and regulations. Our success stems from making sure insurance consumers are protected, regulators needs are met, and unfair activities are dealt with. Come join a unique organization that thrives on collaboration and built through trust. We are looking for someone who is collaborative, knowledge-able, and motivated to learn.Essential Duties and Responsibilities:The essential duties and responsibilities of the Director of Accounting and Finance position include:Budgeting and Forecasting: Managing the annual revenue, expense and budgeting process, including providing staff with budget guidance, timeline, tools, training and hands-on assistance; conducting revenue and expense trend analysis and benchmarking to prepare a budget narrative and schedules that explain and substantiate the proposed budget; and facilitating the review and approval process in collaboration with the CEO, including budget presentations to the Board of Directors.Enterprise Risk Management: Ensuring that the Association has the financial systems, policies, procedures, internal controls, segregation of duties and security access in place to safeguard assets and data. Monitor changes in legal, regulatory and administrative environments and implement changes in procedures as needed to maintain compliance while maximizing operational and financial results.Banking/Investments: Develop and maintain relationships with outside vendors including banks, accountants and pension managers. Monitor relationships, performance analysis and contract management. Analyze trends to reduce financial risks associated with making investment or spending decisions. Make sound investment decisions to increase a company's portfolio. Have a strong understanding of fiscal policy and investment regulations.Payroll, Time & Attendance and Employee Benefits: Proactive management of the full-cycle payroll function, including accuracy and timeliness of employee pay, time & attendance administration, and compliance with employee retirement and other benefits impacting payroll.Annual Audit: Serve as the primary liaison with independent Auditors to ensure all audits are completed smoothly and in a timely manner.Essential Education, Knowledge, Skills and Abilities:This is an extraordinary opportunity for an accounting professional with 7 - 10 years of accounting and finance experience, preferably with an association, insurance services, or nonprofit sector.Experience gathering, evaluating, presenting, and reporting financial and accounting information to executive teams and external stakeholders is a must.A Master's degree in accounting, finance or an MBA is preferred.Certified Public Accountant designation a plus.Must have broad finance and accounting experience (preferably with an association, insurance services, or nonprofit sector) with a budget of at least $10 million and over 100 employees.At least 5 years of people management experience overseeing accounting professionals.Must be highly ethical with a high level of integrity; self-motivated; dependable and reliable; detailed oriented; able to interface easily with staff, other senior management personnel and board of directors.Benefits/Perks:Full health, dental and vision.Further education reimbursements.401(k) plan.Paid time off.Organization Overview:Headquartered in San Ramon California.Must be a California resident.Full time / Exempt / Hybrid position.Applicants must be authorized to work in the United States.The SLA is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.About The Surplus Line Association of California:The Surplus Line Association of California (SLA) operates as a private, 501(c)(6) not-for-profit organization governed by a plan of operation approved by both the California Department of Insurance (CDI) and the SLA Board of Directors. Appointed by the Commissioner in 1994, the Association serves as the statutory surplus line advisory organization to the CDI and facilitates the state's capacity to monitor and direct surplus line brokers' placements of insurance with eligible surplus line insurers. Working with its members and the CDI, the Association assists its members' compliance with California laws and regulations; helps maintain a healthy, fair, and competitive surplus line marketplace in California; and strives to protect the interests of California insurance consumers.

Keywords: The Surplus Line Association of California, San Ramon , Director of Accounting and Finance, Executive , San Ramon, California