Finance & Accounting Manager

POSITION SUMMARY

The Finance &Accounting Manager is responsible for overseeing the day-day financial/accounting operations, ensuring accurate reporting, regulatory compliance, and effective controls. The role supports the organization's strategic objectives by managing financial accounting, insurance accounting processes, statutory reporting, treasury activities, and coordination with auditors, regulators, reinsurers, TPAs, and other parties. The role requires strong communication and stakeholder management skills in both English and Spanish.

DUTIES AND RESPONSABILITIES

The essential functions include, but are not limited to, the following:

• Manage, along with finance leaders, monthly, quarterly, and annual financial close processes, with emphasis on external audit processes.
• Prepare, along with finance leaders, accurate financial statements in accordance with IFRS, US GAAP, or local regulatory requirements.
• Ensure timely reconciliation of all balance sheet accounts, and maintenance of general ledger.
• Account for premium income, claims expenses, commissions, and reinsurance transactions.
• Monitor reserves and technical provisions in collaboration with actuarial teams.
• Reconcile policy administration systems with financial records.
• Ensure compliance with insurance regulatory requirements in relevant jurisdictions.
• Maintain robust internal controls and accounting policies.
• Treasury & Cash Management. Monitor cash flow and liquidity requirements. Coordinate foreign exchange transactions and multi-currency accounting.
• Oversee premium collections and claims payment processes.
• Provide management reporting and financial analysis. Assist in budgeting, forecasting, and strategic planning.
• Support business growth initiatives and operational improvements.
• Team Leadership. Supervise accounting staff and finance operations. Develop team capabilities through coaching and training.
• Promote a culture of accountability and continuous improvement.

Other job duties include, but are not limited to the following:

• May perform other duties as assigned.

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

• Bachelor's degree in accounting required.
• Fluency in English and Spanish (written and spoken) is required.
• Minimum +5 years of progressive accounting experience, Minimum 3-5 years in a managerial role. Prior experience reviewing or supervising work of others.
• Internal controls and audit processes.
• Strong understanding of GAAP and core accounting principles.
• Proficiency with accounting software and Microsoft Excel.
• Excellent attention to detail, organizational, and analytical skills.
• Ability to manage multiple priorities and meet deadlines.
• Preferred experience: Insurance, health insurance, reinsurance.

OTHER DETAILS

Supervisory Responsibilities

Will supervise others within the finance & accounting department

WORKING ENVIRONMENT

The noise level in the work environment is usually low to moderate.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.

TRAVEL REQUIREMENTS

Willingness to travel occasionally for business meetings, regulatory requirements, training, and coordination with regional offices.

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise.

The Company complies with employment regulations as they apply to the location of service.