An insurance agency network requires an Accountant / CFO
Must-have:Data
Machine translation — original language: Hebrew.Show original
For a large nationwide insurance agency network owned by a group of companies in the finance sector, a CPA or Tax Advisor with experience in the field or a Financial Accountant is required.
Reporting to the Group Chairman to lead and manage the accounting and finance system within the companies. 50% position as CFO and 50% position as personal assistant to the group owners (including economic work within it).
The role includes:
- Building and managing the companies' budget
- Managing external accountants and payroll accountants
- Working with external CPA firms
- Preparing regular inter-company accounting reports between activities and sub-agents
- Checking commissions against insurance companies
- Examining investments, pricing, tenders with authorities and local councils, and managing and operating investment assets within the group.
- Performing various controls such as: financial and commission control against insurance companies, collections, cash flow.
- Regulatory reporting and reporting to the Board of Directors.
- Managing work processes, improving and optimizing work processes with various interfaces within and outside the company, all subject to regulation and company procedures.
- Performing quality control on the correctness of processes, their quality, and their results.
- Resource management, defining areas of responsibility, and meeting targets.
- A dynamic and changing work environment.
- Responsibility for additional areas within the organization.
Requirements:
- At least one/two years of experience as an Accountant.
- Experience in a similar role
- Certified CPA with a license, or Tax Advisor, or a degree in Accounting from a recognized Israeli institution
- Resident of Jerusalem and the surrounding area
- English speaker
- High-level Excel (Power Query, Power BI, Power Pivot / VBA - an advantage).
- Experience in building and managing processes.
- Experience working with many interfaces.
- Ability for personal management and team management while meeting set targets.
The position is intended for both women and men. Must be technological and a computer person; working 80% position is also possible.