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Assistant Controller

Company: Burnham WGB Insurance Solutions
Location: Tustin
Posted on: June 20, 2022

Job Description:

Company Statement: Our Companies strive to create positive experiences for all employees, customers and prospects. We will be successful at ensuring profit, growth and career opportunities only through the kindness, positive attitude, courtesy, mutual respect, loyalty and trust of our employees and managers.Work Environment: Our offices provide services in a courteous and professional manner.Job Summary: Responsible for supporting the Controller and assisting with the management of the accounting department. This role also serves as a consultant for managers within the organization, advising them of current budgetary information and working with managers to create a fiscal strategy that aligns with the goals of the organization.Job Responsibilities:--- Bank reconciliation of all GL accounts--- Review, codes, and records transactions in general ledger system--- Identifies and solves discrepancies in accounting records--- Ad Hoc reporting--- Preforms month-end closing by balancing production to revenue; AR and AP to balance sheet, trial balance.--- Provide monthly reporting including preparation of balance sheet and income statement--- Maintain records of producer draws vs business generated.--- Monthly Audits/adjusting of splits and account minimums to ensure consistency and compliance with commission grid.--- Financial statement reviews and audit--- Communicate effectively both verbally and in writing and maintain positive relationships internal/external resources--- Have command of and thorough understanding of Excel and Applied Systems--- Attend meetings as requested--- Make suggestions that you feel would improve WGBIB in satisfying our mission, meeting our goals, or making WGBIB a more beneficial place to work--- Make a positive influence on the WGBIB team--- Other job duties or responsibilities as assignedPosition Requirements:--- BA in Accounting or Finance or equivalent combinations of education and experienceCompetencies:--- Act professional and ethical in all situations--- Engage in written and oral communication using proper grammar that is clear and concise with both employees and clients--- Analyze communication between employees, customers and prospects--- Quick and accurate response to clients--- Manages time appropriately--- Technical proficiencyNote: This job description is not intended to list all of the responsibilities but to provide a general description of the responsibilities for your position. Management reserves the right to assign or reassign duties and/or responsibilities for your position at any given time to fulfill operation needs.

Keywords: Burnham WGB Insurance Solutions, Tustin , Assistant Controller, Accounting, Auditing , Tustin, California

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