Controller

Job Title:

Controller

Pay Information:

Exempt - $142,300 - $189,700 per year

Location:

Remote first work environment

The Controller is responsible for accounting operations, the financial month-end close and preparation of financial statements for CDA and all related companies: TDIC (insurance company), TDIC Insurance Solutions (insurance broker company), Rotunda Partners (property management), CDA Foundation and CDA Holding Company. This role manages the general ledger, accounting operations while leading cash forecasting, treasury functions, audit and tax compliance.  The Controller is further responsible for designing and implementing a system of controls that mitigate the risk of fraud or error and ensure the integrity of information that supports financial reporting.

Universal Competencies:

• Collaboration: Proactively engages with an iterative mindset to enhance ideas and achieve organizational results; Cultivates relationships, builds partnerships, shares and learns without boundaries.

• Service: Focusing on meeting needs and exceeding expectations for those served inside and outside the organization.

• Respect: Embracing others for their true authentic self; nurture and promote an environment that values diversity of thought, input, experience and expertise.

Essential Competencies:

• Problem solving: Applies analysis, creativity, resilience and logic to reach optimal outcomes; develops and implements solutions.

• Influence: Inspires action to achieve organizational goals and desired outcomes; demonstrates expertise and earns respect; socializes ideas and brings others along.

• Resourcefulness: Uses creativity, ingenuity and insight to tackle issues and provide fresh solutions.

How the Controller contributes:

• Perform detailed review of the monthly financial statements as prepared by the general ledger staff, including: reviewing all account reconciliations, journal entries, and financial statements. Review analysis of each company’s operating results; interpreting and applying GAAP; provide recommendations to Senior Director, Finance based on statement analysis.

• Coordinate and manage the interim and annual audit process for all CDA companies and subsidiaries. This includes the review and testing of internal controls, and the preparation of consolidated financial statements on a GAAP basis, as well as all corresponding footnotes. It also includes the preparation of the insurance company financial statements on a statutory basis including all corresponding footnotes as well as the year-end conversion from statutory accounting to GAAP accounting as part of the consolidation.

• Manage the Operations, and General Ledger staff including: interviewing, selecting, training, developing, supervising, evaluating, and counseling staff within area of responsibility.  Staff responsibilities include general ledger and operations functions which include all accounts receivable and accounts payable related functions.

• Jointly responsible for all aspects of payroll processing, including bi-monthly payroll runs, payroll taxes and compliance, employee 401k and benefit deductions, and administration of payroll processing software. Shared responsibility with human resources.

• Responsible for all aspects of insurance operations accounting, including claims payments, electronic payment withdrawals, payment applications and sales commission tracking.

• Prepare reports which summarize and forecast company business activity and financial position in areas of cash balances, income, expenses, and earnings based on past, present, and expected operations. Assist Finance leadership team on providing meaningful business analysis and identify key business issues and trends.

• Responsible for establishing system of controls that include financial operations and reporting, business operations and IT system controls that mitigate the risk of fraud or error and ensure the integrity of information that supports financial reporting. Develop and maintain accounting policies, procedures, and documentation to ensure consistency and compliance. Review key processes and recommend enhancements to strengthen risk management and operational accountability.

• Responsible for treasury and cash management, including the preparation of cash forecasts. Assist Finance leadership team in understanding and anticipating cash needs and the impact of Company activities on operating cash. Evaluate treasury processes to optimize cash utilization and minimize financial risk. Monitor and ensure compliance with Company investment policies.

• Assist in the preparation and maintenance of the annual budgets, business and profit plans, operating forecasts, and financial plans.

• Responsible for the maintenance of the general ledger accounting system and all interfaces from other core software systems throughout the organization.  This includes maintaining the allocations within the general ledger that are vital to a successful monthly close process.

• Coordinate the tax filing for CDA and related entities, including: federal and state annual returns, arranging for the timely payment of quarterly income tax deposits, monthly/quarterly sales tax returns, annual property tax statements, business license filings and other related filings.

• Review, analyze, prepare, and report recommendations regarding the financial impact of equipment purchases, business opportunities, compensation plans, capital expenditures, and other identified areas.

• Responsible for CDA’s and its subsidiaries corporate bank, merchant, and employee credit card accounts.

• Ensure expected customer service levels are maintained during project implementations, staff absences/leaves and during peak workload situations.

• Establish procedures, prepare and coordinate schedules, and expedite workflow.

Non-Essential Functions:

• Assist with related special projects as needed.

• Perform other duties as assigned by Senior Director, Finance.

Minimum Qualifications:

• Bachelor’s degree (B.A.) required.

• 8-10 years related experience or equivalent.

• Thorough understanding of GAAP accounting.

Preferred Qualifications:

• MBA or CPA desirable.

• Insurance experience desirable.

• Working knowledge of for-profit and nonprofit organizations.

• Commitment to excellence and high standards.

• Excellent written and oral communication skills.

• Ability to work with all levels of management.

• Strong organizational, problem-solving, and analytical skills.

• Ability to manage priorities and workflow.

• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.

• Acute attention to detail.

• Proven leadership and business acumen skills.

• Demonstrated ability to plan and organize projects.

• Ability to work independently and as a member of various teams and committees.

• Proficient in Microsoft Office.

Working Conditions: Occasionally (1-33%) Frequently (34-66%) Constantly (67-100%)

• Constantly standing, bending, sitting

• Overnight travel - minimal

• Occasionally lift equipment/supplies up to 15 pounds

Who we are:

The California Dental Association is a membership organization that represents 27,000 of the state’s best and brightest dental professionals and champions the oral health of the communities they serve. As the largest state dental association in the U.S., CDA delivers remarkable advocacy initiatives, fierce protection, innovative education and expert guidance to our members. Founded in 1870, CDA has innovated and grown into a family of companies that includes the association, The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation.

The largest of our subsidiaries, TDIC, is an insurance company founded in 1980 by a small group of California Dental Association members in response to skyrocketing malpractice premiums that impacted dentists’ ability to practice productively and patients’ ability to access care. Since that time, we’ve grown to protect 24,000+ policyholders across 15 states with a comprehensive suite of dentist-centric insurance products and risk management tools. With this singular focus and the unparallelled expertise of people who understand dentistry, we’ve earned the trust of our community.

Collectively, we’re a mission-driven organization that’s here to empower our members and support their practices, dental teams, profession and patients. By making today easier and tomorrow better for dentists, our employees make a meaningful and direct impact on the health of others.

At CDA we seek out, welcome and invest in talented individuals across unique specialties and prioritize diversity in our hiring practices. We know our employees are integral to our success, and we value their individual talents while encouraging a collaborative, inclusive, respectful and forward-thinking culture. We’re proud to be recognized as a Best Place to Work for factors like our people practices, work environment and trust in senior leaders.

CDA’s Finance department is a high-performing and service-oriented team of professionals who support all of CDA’s companies. We manage the financial health and integrity of $500 million in invested assets and $150 million in annual revenues. We value continuous improvement, a commitment to getting it right, and a growth mindset. Our team members have the opportunity to contribute to high-value projects and grow in their careers.

If you’re excited to share your talents at a dynamic organization that’s leading the way in oral health, we invite you to apply to join us.

Company Benefits:

At CDA, we offer a robust benefits package that enhances overall employee well-being and provides options to meet the needs of our diverse workforce. We listen to our employees on matters of wellness and devote time and resources to continuously evaluate our benefits to ensure we can best support their work-life goals.

• Remote and hybrid flexibility and technology to support remote work

• Generous time off program starting at 22 days of PTO and13 paid holidays (includes a floating holiday and winter closure)

• Highly competitive medical, dental and vision plans, including FSA and HSA account options

• 401(k) plans, with a generous match and safe harbor contributions upon eligibility

• Paid parental leave

• Wellness programs, including incentives and an In-Shape Family Fitness discount

• Opportunities for professional development, training and leadership skill-building

• Critical illness, accident, life, pet, short term and long-term disability insurance options

• Employee Assistance Program (EAP) for support navigating day-to-day challenges

We Are CDA

Over our 150-year history, the California Dental Association (CDA) has become a leader in oral health throughout California and the country. Today, we continue to support our community of over 27,000 dentists through our family of companies, which include The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation. At CDA, we value individual talents, encouraging a diverse, collaborative, and innovative work environment fueled by new ideas. As our organization continues to grow, we invite you to be a part of what’s next.

CDA is an equal opportunity employer and is committed to the principle of equal employment opportunity for all employees and providing a safe work environment. CDA does not tolerate discrimination or harassment and all employment decisions are based on job requirements and individual qualifications, without regard to race, color, religion, national origin, age, gender, gender identity or expression, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran or military status. If you have a disability or special need that requires accommodation, please contact us at [email protected].

To see our privacy policy, go to www.cda.org/Home/About/Careers-at-CDA/Apply