The individual in this position is responsible for overseeing financial record-keeping, accounts receivable and collections, accounts payable, and financial reporting. This position has responsibility for accuracy of reported results as well as internal controls and oversight of systems to ensure those results. The individual in this role will lead the Accounting team at The Cason Group and Cason Family Company and will interface with the Accounting teams at other Cason Family Company subsidiaries.
Essential functions
• Direct financial record-keeping and reporting for The Cason Group and for Cason Family Company and ensure proper financial controls are in place
• Interact with business unit leaders to optimize record-keeping and reporting; represent finance in third-party relationships and projects
• Oversee performance of incentive compensation calculations in accordance with company quarterly and annual incentive compensation plans; assist with design of incentive compensation plans
• Provides direction to Finance leadership & staff to ensure quality performance metrics and standards are achieved. Supervise and coach staff, provide career development counsel, and conduct interview with prospective hires. Conduct regular 1:1 meetings with direct reports and execute annual performance reviews.
• Direct A/P and A/R functions and ensure proper processes and controls are in place
• Produce schedules for presentations on company performance and financial condition for use within the organization, for the Board of Directors, and for appropriate third parties (for example, banks)
• Assist in all levels of budgeting and periodic forecasting
• Interface with third-party accounting firms on matters including tax preparation and reviews of financial statements
• Interface with third parties on administration of 401(k) and Long-term incentive plans
• Represent Cason Family Company and subsidiaries in third-party audits of benefit plans, third-party valuations, industry and regulatory reporting, etc.
• Advise on financial integration of acquired entities
• Assist and advise on professional development of finance team members
• Maintain confidentiality of all corporate, personnel, planning and research matters
Requirements
KNOWLEDGE, SKILLS, AND ABILITIES
• Strong understanding of U.S. GAAP
• Mastery of MS Office Suite, especially MS Excel
• Ability to collect, organize, synthesize, and analyze data; summarize findings
• Ability to develop conclusions and recommendations from appropriate data sources
• Ability to manage a team and prioritize responsibilities
• Strong analytical ability
• Innate curiosity
• Mathematical ability, especially relating to financial formulas
• Organization and ability to prioritize
Required Qualifications
• Bachelor’s degree in Business Administration, Finance, MIS, Accounting, Insurance, Economics, Mathematics, or similar field
• 5 years or more experience in accounting
• CPA certification
• Familiarity with information systems such as Salesforce and accounting systems such as QuickBooks
• Ability to work well in a team environment
• Ability to communicate clearly in oral and written form with employees at all levels in the organization
PREFERRED QUALIFICATIONS
• 5-10 years work experience in accounting
• Public accounting experience a plus
• Experience and familiarity with The Cason Group’s business and systems
• Experience managing reporting consolidations
• Familiarity with US insurance industry and industry-specific terminology and metrics
The individual in this position is responsible for overseeing financial record-keeping, accounts receivable and collections, accounts payable, and financial reporting. This position has responsibility for accuracy of reported results as well as internal controls and oversight of systems to ensure those results. The individual in this role will lead the Accounting team at The Cason Group and Cason Family Company and will interface with the Accounting teams at other Cason Family Company subsidiaries.
Essential functions
• Direct financial record-keeping and reporting for The Cason Group and for Cason Family Company and ensure proper financial controls are in place
• Interact with business unit leaders to optimize record-keeping and reporting; represent finance in third-party relationships and projects
• Oversee performance of incentive compensation calculations in accordance with company quarterly and annual incentive compensation plans; assist with design of incentive compensation plans
• Provides direction to Finance leadership & staff to ensure quality performance metrics and standards are achieved. Supervise and coach staff, provide career development counsel, and conduct interview with prospective hires. Conduct regular 1:1 meetings with direct reports and execute annual performance reviews.
• Direct A/P and A/R functions and ensure proper processes and controls are in place
• Produce schedules for presentations on company performance and financial condition for use within the organization, for the Board of Directors, and for appropriate third parties (for example, banks)
• Assist in all levels of budgeting and periodic forecasting
• Interface with third-party accounting firms on matters including tax preparation and reviews of financial statements
• Interface with third parties on administration of 401(k) and Long-term incentive plans
• Represent Cason Family Company and subsidiaries in third-party audits of benefit plans, third-party valuations, industry and regulatory reporting, etc.
• Advise on financial integration of acquired entities
• Assist and advise on professional development of finance team members
• Maintain confidentiality of all corporate, personnel, planning and research matters
Requirements
KNOWLEDGE, SKILLS, AND ABILITIES
• Strong understanding of U.S. GAAP
• Mastery of MS Office Suite, especially MS Excel
• Ability to collect, organize, synthesize, and analyze data; summarize findings
• Ability to develop conclusions and recommendations from appropriate data sources
• Ability to manage a team and prioritize responsibilities
• Strong analytical ability
• Innate curiosity
• Mathematical ability, especially relating to financial formulas
• Organization and ability to prioritize
Required Qualifications
• Bachelor’s degree in Business Administration, Finance, MIS, Accounting, Insurance, Economics, Mathematics, or similar field
• 5 years or more experience in accounting
• CPA certification
• Familiarity with information systems such as Salesforce and accounting systems such as QuickBooks
• Ability to work well in a team environment
• Ability to communicate clearly in oral and written form with employees at all levels in the organization
PREFERRED QUALIFICATIONS
• 5-10 years work experience in accounting
• Public accounting experience a plus
• Experience and familiarity with The Cason Group’s business and systems
• Experience managing reporting consolidations
• Familiarity with US insurance industry and industry-specific terminology and metrics