Controller

Job Summary:

Leads the Company’s accounting and financial reporting functions with accountability for the integrity, accuracy, and timeliness of statutory and GAAP financial information. Oversees the accounting close, general ledger, regulatory financial reporting, accounting policy, planning and forecasting, financial analysis, accounts payable, reinsurance accounting, investment accounting and reporting, and related internal controls. Serves as the Company’s subject matter expert for accounting and financial reporting matters and partners with executive leadership to provide financial insight and support strategic decision-making. Works closely with the AVP, Operations & Treasury to ensure appropriate alignment between accounting, receivables, treasury, cash management, and related financial systems.

Essential Functions:

• Financial Management and Reporting (40%)
• Leads the monthly, quarterly, and annual accounting close and ensures the integrity of the Company’s general ledger and financial records.
• Responsible for the timely and accurate preparation of statutory and GAAP financial statements and supporting schedules.
• Oversees preparation and filing of financial reports required by governmental and insurance regulatory authorities.
• Maintains the Company’s system of accounts and ensures transactions and assets are accurately recorded and appropriately supported.
• Interprets financial results and provides actionable insights to executive leadership regarding financial performance, trends, risks, and opportunities.
• Oversees financial analysis, management reporting, and actual-to-budget and prior-period variance analysis.
• Evaluates the financial impact of long-term planning alternatives and strategic business initiatives.
• Coordinates annual external audits, internal audits, and periodic regulatory examinations.
• Partners with the AVP, Operations & Treasury to ensure the integrity of accounting information related to billing, receivables, treasury, liquidity, and cash management.
• Accounting Policy, Planning, and Financial Governance (25%)
• Serves as the Company’s subject matter expert on statutory and GAAP accounting, financial reporting, and accounting policy.
• Researches statutory and GAAP accounting guidance and determines appropriate accounting treatment for new, complex, or unusual transactions.
• Recommends and implements accounting and financial reporting policies and procedures.
• Provides strategic leadership and oversight of the enterprise budgeting and forecasting processes and establishes processes for monitoring performance against budget.
• Supports capital and liquidity planning through financial modeling and analysis in coordination with Operations & Treasury.
• Participates in development of investment policies and procedures and ensures appropriate accounting and financial reporting for investment activities.
• Monitors changes in statutory accounting, GAAP, regulatory reporting, and insurance accounting requirements.
• Accounting Operations and Controls (15%)
• Provides leadership and oversight of the accounts payable function.
• Oversees reinsurance accounting and reporting, including monthly reporting to reinsurers and analysis of the financial impact of reinsurance agreements.
• Designs, implements, and monitors accounting controls to ensure financial integrity and mitigate reporting, operational, and fraud risk.
• Ensures reconciliations, supporting schedules, and accounting records are complete, accurate, and timely.
• Identifies and drives accounting process improvements to enhance accuracy, efficiency, scalability, and control effectiveness.
• Leads accounting-related system implementations, automation, and process transformation initiatives.
• Partners with Operations & Treasury on systems and processes that interface between billing, receivables, treasury, and the general ledger.
• Enterprise Partnership (10%)
• Advises executive leadership on accounting, financial reporting, financial performance, and regulatory implications of business decisions.
• Partners with the AVP, Operations & Treasury to ensure appropriate accounting alignment with treasury, billing, receivables, and cash management activities.
• Collaborates with underwriting, claims, operations, IT, and other business areas to evaluate financial impacts and improve financial processes.
• Supports enterprise risk management and ensures appropriate accounting and financial reporting considerations are incorporated into business decisions.
• Supervises Direct Report(s) and Actively Seeks to Drive Employee Engagement (10%)
• Leads and manages the Accounting functions and assigned staff, establishing departmental priorities, responsibilities, performance expectations, and accountability.
• Serves as a role model, leads by example, and is open to feedback.
• Manages direct report(s) to ensure alignment with the mission, vision, values, code of conduct, and division/company objectives.
• Builds organizational capability through talent development, succession planning, and appropriate team structure.
• Determines appropriate allocation of work and resources across accounting responsibilities.
• Encourages and supports personal and professional growth opportunities.
• Conducts regular coaching discussions and delivers timely feedback (both positive and corrective).
• Proactively addresses challenges before they escalate. Documents issues and seeks the counsel of leadership and/or Human Resources.
• Completes the Holomua Annual Review process by established deadlines.
• Provides annual SMART goals to direct reports.
• Conducts periodic progress check discussions.
• Completes assessment of direct report(s) through the annual review process.
• Conducts annual review meeting with direct report(s) to communicate results.

Education/Experience:

• Bachelor's degree in accounting or business-related field required.
• Minimum of 10-15 years of progressive accounting or finance experience, including significant leadership experience.
• Experience in a regulated industry required; insurance experience strongly preferred.
• Experience with statutory and GAAP financial reporting, accounting systems, audits, regulatory reporting, and financial transformation initiatives. An equivalent combination of education and job-related experience will be considered.
• Certified Public Accountant (CPA) license required.