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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial statement preparation and review, including monthly, quarterly, and annual reports, while ensuring compliance with state regulatory requirements. Proven ability to manage accounting staff and oversee financial operations across multiple entities.
Highest-signal resume keywords
Certified Public AccountantFinancial Statement PreparationBudget DevelopmentAudit CoordinationCash Flow Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
General Ledger MaintenanceJournal Entry ApprovalBank ReconciliationFinancial ReportingAccrual AccountingInternal ControlsTax Filing PreparationFinancial AnalysisInvestment ReconciliationStaff Supervision
Soft Skills
Team ManagementInterdepartmental CommunicationRelationship Building
Certifications & Qualifications
Certified Public Accountant
Industry Keywords
Financial StatementsInsurance PoolRegulatory ComplianceNCCIISOOperational FundingAudit EngagementsAccounting StandardsBudget ManagementCash Disbursement Processes
About the role
Key responsibilities & impact- Supervise accounting staff
- Prepare or review monthly internal financial statements
- Prepare or review quarterly financial statements for pool governance boards and management
- Prepare or review annual financial statements for pool governance boards and management
- Oversee general ledger account maintenance and supporting work papers for pool programs
- Post or approve excess insurance expense recognition journal entries and supporting documents
- Post or approve claims-related journal entries and supporting documents
- Post or approve accruals for premiums and fees
- Review bank statements, investment statements, and related reconciliations for insurance pool financial assets
- Prepare annual reporting requirements for applicable state regulatory bodies, NCCI, and ISO
- Prepare or coordinate premium, state income, or federal income tax filings
- Prepare bank reconciliations for the Trust Administrator
- Develop annual budgets for pool programs
- Monitor cash flow and ensure adequate operational funding
- Oversee bank and investment reconciliations
- Support cash receipt and disbursement processes with strong internal controls
- Propose contract terms for auditors
- Coordinate audit fieldwork and report presentations with external auditors
- Direct and supervise pool accounting staff across multiple locations and programs
- Manage staff interactions and relationships between accounting, other departments, and outside entities
Requirements
What you’ll need- Certified Public Accountant
- Bachelor of Business Administration
- 5–8 years’ experience in a similar position managing multiple entities or audit engagements
Benefits
Comp & perks- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Paid Time Off
- Holidays
- Preferred Partner Discounts