Controller, Finance & Banking, Financial Compliance

Controller

Pay Information:
Exempt - $142,300 - $189,700 per year

Location:

Remote first work environment

The Controller is responsible for accounting operations, the financial month-end close and preparation of financial statements for CDA and all related companies: TDIC (insurance company), TDIC Insurance Solutions (insurance broker company), Rotunda Partners (property management), CDA Foundation and CDA Holding Company. This role manages the general ledger, accounting operations while leading cash forecasting, treasury functions, audit and tax compliance. The Controller is further responsible for designing and implementing a system of controls that mitigate the risk of fraud or error and ensure the integrity of information that supports financial reporting.

Collaboration:

Proactively engages with an iterative mindset to enhance ideas and achieve organizational results; cultivates relationships, builds partnerships, shares and learns without boundaries.

Service:
Focusing on meeting needs and exceeding expectations for those served inside and outside the organization.

Respect:
Embracing others for their true authentic self; nurture and promote an environment that values diversity of thought, input, experience, and expertise.

Problem solving:
Applies analysis, creativity, resilience and logic to reach optimal outcomes; develops and implements solutions.

Influence:
Inspires action to achieve organizational goals and desired outcomes; demonstrates expertise and earns respect; socializes ideas and brings others along.

Resourcefulness:
Uses creativity, ingenuity and insight to tackle issues and provide fresh solutions.

Perform detailed review of the monthly financial statements as prepared by the general ledger staff, including: reviewing all account reconciliations, journal entries, and financial statements. Review analysis of each company's operating results; interpreting and applying GAAP; provide recommendations to Senior Director, Finance based on statement analysis.

Coordinate and manage the interim and annual audit process for all CDA companies and subsidiaries. This includes the review and testing of internal controls, and the preparation of consolidated financial statements on a GAAP basis, as well as all corresponding footnotes. It also includes the preparation of the insurance company financial statements on a statutory basis including all corresponding footnotes as well as the year-end conversion from statutory accounting to GAAP accounting as part of the consolidation.

Manage the Operations, and General Ledger staff including: interviewing, selecting, training, developing, supervising, evaluating, and counseling staff within area of responsibility. Staff responsibilities include general ledger and operations functions which include all accounts receivable and accounts payable related functions.

Jointly responsible for all aspects of payroll processing, including bi-monthly payroll runs, payroll taxes and compliance, employee 401k and benefit deductions, and administration of payroll processing software. Shared responsibility with human resources.

Responsible for all aspects of insurance operations accounting, including claims payments, electronic payment withdrawals, payment applications and sales commission tracking.

Prepare reports which summarize and forecast company business activity and financial position in areas of cash balances, income, expenses, and earnings based on past, present, and expected operations. Assist Finance leadership team on providing meaningful business analysis and identify key business issues and trends.

Responsible for establishing system of controls that include financial operations and reporting, business operations and IT system controls that mitigate the risk of fraud or error and ensure the integrity of information that supports financial reporting. Develop and maintain accounting policies, procedures, and documentation to ensure consistency and compliance. Review key processes and recommend enhancements to strengthen risk management and operational accountability.

Responsible for treasury and cash management, including the preparation of cash forecasts. Assist Finance leadership team in understanding and anticipating cash needs and the impact of Company activities on operating cash. Evaluate treasury processes to optimize cash utilization and minimize financial risk. Monitor and ensure compliance with Company investment policies.

Assist in the preparation and maintenance of the annual budgets, business and profit plans, operating forecasts, and financial plans.

Responsible for the maintenance of the general ledger accounting system and all interfaces from other core software systems throughout the organization. This includes maintaining the allocations within the general ledger that are vital to a successful monthly close process.

Coordinate the tax filing for CDA and related entities, including: federal and…