Montage Insurance Solutions
Position Summary
We are seeking a proactive, detail-oriented, organized Controller to join our leadership team in a fully onsite capacity. This role is ideal for someone who thrives in a collaborative, fast paced environment while maintaining accuracy and demonstrating an adaptable mindset. The Controller will manage all facets of the company’s financial operations including accounting, compliance, reporting, payroll, tax filings, and more, while working closely with the CEO/Owner to maintain financial health and drive operational efficiency. Additionally, the Controller will collaborate with various departments to align financial strategies with overall company goals and objectives. This role will be responsible for the financial and accounting functions of (3) companies (Montage, Simpolicy, and Legacy Heir).
Essential Functions
Establish and maintain systems and controls that verify the integrity of all accounting systems, processes, and data to enhance the company’s value
Handle all Accounting Department functions to ensure the accurate and timely production of financial reports, including monthly internal and external statements, annual audits, and budgets. Includes:
Running monthly and year-to-date profit and loss reports and balance sheets on Montage, Simpolicy, and Legacy Heir building which is a separate LLC.
Maintaining key indicators and monthly financial graphs
Capturing and recording all expenses in the cash flow sheet for Montage, Simpolicy, and Legacy Heir LLC
Work with the CEO on forecasting, variance reports, and company fiscal year budgets
Create client cost reports such as monthly client expenses and company profitability reports comparing client revenue versus expenses
Accounts Payable and Accounts Receivable
Pay and manage vendors and review billing inquiries
Manage Property & Casualty billing, merchant account billing and administration
Prepare and file 1099s in compliance with IRS reporting
Oversee the tracking of all commission spreadsheets to ensure that the company receives commissions correctly and on time, and that commissioned employees are paid accurately and promptly. Generate commission reports as needed.
Track new business metrics to assess growth, working closely with Employee Benefit account managers and the P&C department to capture all new business
Manage the company American Express accounts
Oversee the tracking of receipts and expenses, and reconciliation of monthly statements in QuickBooks
Provide financial documents to the CPA at the direction of the CEO, including city taxes, property taxes, and federal and state tax filings (quarterly and annually).
Handle and oversee payroll processes for all employees of Montage, ensuring accuracy and compliance with applicable laws:
Manage semi-monthly payroll processing, including timesheet calculations and reviews using the Paylocity payroll system
Conduct quarterly tax report reviews and administer W-2 forms
Prepare semi-monthly journal entries to record payroll transactions
Manage employee contributions to 401(k), HSA, and FSA plans
Distribute petty cash as needed, and maintain accurate petty cash logs
Prepare, review, and file quarterly Board of Equalization sales and use tax returns
Lead month-end close procedures and financial statement preparation for Montage, Simpolicy, and Legacy Heir LLC
Manage individual and agency license renewals
Prepare and file County of Los Angeles property tax filings and coordinate IRS and Franchise Tax Board (FTB) tax return process for the businesses
Manage trademark filings and renewals
Oversee Clients COBRA payments recording and reconciliation
Complete workers’ compensation annual audit reports
Required Skills and Abilities
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; a Master’s degree or CPA certification is a plus
6+ years of experience in a financial management role, preferably within the insurance or financial services industry
Strong knowledge of financial reporting, budgeting, forecasting, and analysis
Highly professional, responsible, and analytical with ability to problem-solve while maintaining a heart to serve and a commitment to accuracy and organization
Advanced proficiency in QuickBooks, Paylocity and Excel including generating complex reports and data analysis
Excellent mathematical acumen, organizational, and time-management skills, with the ability to manage multiple priorities and deadlines effectively
Exceptional communication and interpersonal skills, with ability to collaborate effectively with diverse teams and family operations.
Job Type Full-time
Benefits
401(k)
Disability insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
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Essential Functions
Establish and maintain systems and controls that verify the integrity of all accounting systems, processes, and data to enhance the company’s value
Handle all Accounting Department functions to ensure the accurate and timely production of financial reports, including monthly internal and external statements, annual audits, and budgets. Includes:
Running monthly and year-to-date profit and loss reports and balance sheets on Montage, Simpolicy, and Legacy Heir building which is a separate LLC.
Maintaining key indicators and monthly financial graphs
Capturing and recording all expenses in the cash flow sheet for Montage, Simpolicy, and Legacy Heir LLC
Work with the CEO on forecasting, variance reports, and company fiscal year budgets
Create client cost reports such as monthly client expenses and company profitability reports comparing client revenue versus expenses
Accounts Payable and Accounts Receivable
Pay and manage vendors and review billing inquiries
Manage Property & Casualty billing, merchant account billing and administration
Prepare and file 1099s in compliance with IRS reporting
Oversee the tracking of all commission spreadsheets to ensure that the company receives commissions correctly and on time, and that commissioned employees are paid accurately and promptly. Generate commission reports as needed.
Track new business metrics to assess growth, working closely with Employee Benefit account managers and the P&C department to capture all new business
Manage the company American Express accounts
Oversee the tracking of receipts and expenses, and reconciliation of monthly statements in QuickBooks
Provide financial documents to the CPA at the direction of the CEO, including city taxes, property taxes, and federal and state tax filings (quarterly and annually).
Handle and oversee payroll processes for all employees of Montage, ensuring accuracy and compliance with applicable laws:
Manage semi-monthly payroll processing, including timesheet calculations and reviews using the Paylocity payroll system
Conduct quarterly tax report reviews and administer W-2 forms
Prepare semi-monthly journal entries to record payroll transactions
Manage employee contributions to 401(k), HSA, and FSA plans
Distribute petty cash as needed, and maintain accurate petty cash logs
Prepare, review, and file quarterly Board of Equalization sales and use tax returns
Lead month-end close procedures and financial statement preparation for Montage, Simpolicy, and Legacy Heir LLC
Manage individual and agency license renewals
Prepare and file County of Los Angeles property tax filings and coordinate IRS and Franchise Tax Board (FTB) tax return process for the businesses
Manage trademark filings and renewals
Oversee Clients COBRA payments recording and reconciliation
Complete workers’ compensation annual audit reports
Required Skills and Abilities
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; a Master’s degree or CPA certification is a plus
6+ years of experience in a financial management role, preferably within the insurance or financial services industry
Strong knowledge of financial reporting, budgeting, forecasting, and analysis
Highly professional, responsible, and analytical with ability to problem-solve while maintaining a heart to serve and a commitment to accuracy and organization
Advanced proficiency in QuickBooks, Paylocity and Excel including generating complex reports and data analysis
Excellent mathematical acumen, organizational, and time-management skills, with the ability to manage multiple priorities and deadlines effectively
Exceptional communication and interpersonal skills, with ability to collaborate effectively with diverse teams and family operations.
Job Type Full-time
Benefits
401(k)
Disability insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
#J-18808-Ljbffr