Financial Controller
Financial Controller
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Title: Controller
Reports to: Chief Operating Officer
Supervisory Role: No
Mountcastle Insurance is a privately owned independent insurance agency with offices in Lexington Mount Airy and WinstonSalem NC. Mountcastle has provided insurance services in the Triad since 1890 serving commercial group benefits and personal lines clients.
- SUMMARY
The Controller is responsible for managing financial operations for the agency. The controller will be responsible for ensuring the accuracy of financial reporting overseeing accounting functions and maintaining compliance with regulatory requirements.
- ESSENTIAL JOB FUNCTIONS
- Oversee all aspects of bookkeeping in the Agency Management System including accounts payable accounts receivable general ledger bank & commission statements account currents checks taxes and expense allocation.
- Ensure proper accounting procedures and controls are in place and adhered to.
- Train Account Managers and Front Desk Team on proper procedures for collecting payments and creating agency bill invoices
- Responsible for reporting accurate financial information to CEO and fractional CFO.
- Ensure the agency complies with insurance industry regulations tax laws and other relevant legal requirements.
- Monitor Aged Account Receivables and followup when necessary. Pay company Accounts Payable.
- Performs related duties to benefit the mission and core values of the organization
- QUALIFICATIONS
- Bachelors Degree in Accounting Finance or related field
- Minimum of 5 years of experience in accounting and financial management. Experience in insurance industry is highly desirable.
- Effective communication and interpersonal skills
- Exhibits initiative responsibility and is dependable
- Strong organizational skills
- Proficient in Outlook Word and Excel
- Attention to detail
- BENEFITS
- Personal vacation time & paid holidays
- Health Dental & Vision insurance
- 401(k) with company match
- Licensing Continuing Education and training opportunities
Employment Type
Full-Time
