Controller

The Controlleris responsible foraccounting 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 role manages the general ledger accountingoperationswhile leading cash forecasting treasury functionsauditand tax Controller isfurtherresponsible for designing and implementing a system of controls thatmitigatethe risk of fraudor errorandensurethe integrity of information that supports financial reporting.

UniversalCompetencies:

• 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 inputexperienceandexpertise.

Essential Competencies:

• Problem solving:Applies analysis creativityresilienceand logic to reachoptimaloutcomes; develops and implements solutions.

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

• Resourcefulness:Uses creativityingenuityand insight to tackle issues and provide fresh solutions.

How theController contributes:

• Perform detailed review of the monthly financial statements as prepared by the general ledger staffincluding:reviewing all account reconciliations journal entries and financial statements. Review analysis of each companysoperating results; interpreting and applying GAAP; provide recommendations toSenior DirectorFinance 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 ofconsolidatedfinancial statements on a GAAP basis as well as all corresponding footnotes. It also includes the preparation of the insurancecompanyfinancial 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 OperationsandGeneral Ledgerstaffincluding:interviewing selecting training developing supervising evaluating and counseling staff withinareaof responsibility. Staff responsibilities include general ledgerandoperationsfunctionswhich include all accounts receivable and accountspayable 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 responsibility with human resources.

• Responsible for all aspects of insurance operations accounting including claims payments electronic payment withdrawals paymentapplicationsand 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. AssistFinance leadership teamon providing meaningful business analysisandidentifykey business issuesand trends.

• Responsible forestablishingsystemof controls that include financial operations and reporting business operations and IT system controlsthat mitigate the risk of fraud or error and ensure the integrity of information that supports financial andmaintainaccounting policies procedures and documentation to ensure consistency and processes and recommend enhancements to strengthen risk management and operational accountability.

• Responsible for treasury and cash management includingthe preparation of Financeleadership teamin understandingandanticipatingcash needs and the impact of Company activities on operating treasury processes tooptimizecashutilizationand and ensure compliance with Company investment policies.

• Assistin 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 includesmaintainingthe allocations within the general ledger that are vital to a successful monthlycloseprocess.

• Coordinate the tax filing for CDA and related entitiesincluding:federal and state annual returns arranging for thetimelypayment of quarterly income tax deposits monthly/quarterly sales tax returns annual property tax statements business license filings and other related filings.

• Review analyze prepare and report recommendationsregardingthefinancial impactof equipment purchases business opportunities compensation plans capital expenditures and other identified areas.

• Responsible for CDAs and itssubsidiariescorporate bank merchant and employee credit card accounts.

• Ensure expected customer service levels aremaintainedduring project implementations staff absences/leavesand during peak workload situations.

• Establish procedures prepare and coordinate schedules andexpediteworkflow.

Non-Essential Functions:

• Assistwith related special projects as needed.

• Perform other duties as assigned bySeniorDirectorFinance.

Minimum Qualifications:

• Bachelors degree (B.A.)required.

• 8-10 years related experience or equivalent.

• Thorough understanding of GAAP accounting.

Preferred Qualifications:

• MBA or CPA desirable.

• Insurance experiencedesirable.

• Working knowledge of for-profit and nonprofit organizations.

• Commitment to excellence andhigh standards.

• Excellent written and oral communication skills.

• Ability to work with all levels of management.

• Strong organizational problem-solving and analytical skills.

• Ability to manage priorities andworkflow.

• Versatility flexibility and a willingness to work within constantly changing priorities with enthusiasm.

• Acute attention to detail.

• Proven leadership and business acumen skills.

• Demonstrated ability to plan and organize projects.

• Ability to work independently and as a member of various teams and committees.

• Proficient in Microsoft Office.

Working Conditions: Occasionally (1-33%) Frequently (34-66%) Constantly (67-100%)

• Constantly standing bending sitting

• Overnight travel - minimal

• Occasionally lift equipment/supplies up to 15 pounds

Who we are:

The California Dental Association is a membership organization thatrepresents27000 of the states best and brightest dental professionalsandchampionsthe oral health of the communities they the largest state dental association in the U.S. CDAdelivers remarkableadvocacyinitiativesfierceprotection innovativeeducationand expert in 1870CDAhas innovated and grown into afamily of companiesthatincludesthe association The Dentists Insurance Company (TDIC) TDIC Insurance Solutions RotundaPartnersand the CDA Foundation.

The largest of our subsidiaries TDIC is an insurance company founded in 1980 by a small group of California Dental Association members in response to skyrocketing malpractice premiums thatimpacteddentists ability to practice productively and patients ability to access care. Since that timewevegrown to protect 24000 policyholders across 15 states with a comprehensive suite of dentist-centric insurance products and risk management tools. With this singular focus and theunparallelledexpertiseof people who understand dentistryweveearned the trust of our community.

Collectivelywerea mission-driven organizationthatshere to empower our members and support their practices dental teamsprofessionand patients. By making today easier and tomorrow better for dentists our employees make a meaningful and direct impact on the health of others.

At CDA we seek out welcome and invest in talented individuals across unique specialties and prioritize diversity in our hiring practices. We know our employees are integral to our success and we value their individual talents while encouraging a collaborative inclusiverespectfuland forward-thinking to be recognized as a Best Place to Work for factors like ourpeoplepracticesworkenvironmentand trust in senior leaders.

CDAs Finance department is a high-performing and service-oriented team of professionals who supportall ofCDAs manage the financial health and integrity of $500 million in invested assets and $150 million in annual value continuous improvement a commitment to getting it right and a growth team members have the opportunity to contribute to high-value projects and grow in their careers.

Ifyoureexcited to share your talents at a dynamic organizationthatsleading the way in oral healthwe invite you toapply to join us.

Company Benefits:

At CDAwe offer a robust benefits package that enhances overall employee well-being and provides options to meet the needs of our listen to our employees on matters of wellness and devote time and resources tocontinuouslyevaluateour benefits to ensure we can best support theirwork-lifegoals.

• Remote and hybrid flexibilityand technology to support remote work

• Generous time off programstarting at22 daysof PTOand13paid holidays(includesa floating holiday and winter closure)

• Highly competitive medical dental and vision plans including FSA and HSA account options

• 401(k) plans with a generous matchand safe harbor contributionsupon eligibility

• Paid parental leave

• Wellnessprograms including incentives andanIn-Shape Family Fitness discount

• Opportunitiesfor professional developmenttrainingand leadershipskill-building

• Critical illness accident lifepetshorttermand long-term disability insuranceoptions

• EmployeeAssistance Program(EAP)for supportnavigating day-to-day challenges

We Are CDA

Over our 150-year history the California Dental Association (CDA) has become a leader in oral health throughout California and the country. Today we continue to support our community of over 27000 dentists through our family of companies which include The Dentists Insurance Company (TDIC) TDIC Insurance Solutions Rotunda Partners and the CDA Foundation. At CDA we value individual talents encouraging a diverse collaborative and innovative work environment fueled by new ideas. As our organization continues to grow we invite you to be a part of whats next.

CDA is an equal opportunity employer and is committed to the principle of equal employment opportunity for all employees and providing a safe work environment. CDA does not tolerate discrimination or harassment and all employment decisions are based on job requirements and individual qualifications without regard to race color religion national origin age gender gender identity or expression sex ancestry citizenship status mental or physical disability genetic information sexual orientation veteran or military status. If you have a disability or special need that requires accommodation please contact us at

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