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    Accounting Services/Office CFO - San Diego, CA, United States - GMMI, Inc.

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    Description

    The North American branch of Generali Global Assistance offers a diverse and inclusive work environment while employees work towards making real difference in the lives of our clients.

    As an Organization, we pride ourselves with offering white glove service while being mindful of corporate responsibility and our environmental footprint.

    Competitive Paid Time Off policy
    Generous Employer contribution for health, dental, and vision insurance
    Company-paid short-term and long-term disability insurance
    Employee Assistance Program
    Discounts on travel insurance

    Generali Global Assistance is proudly part of the Europ Assistance Group brand and our products utilize a number of corporate and product brands.

    The brands for our North American team include the following:


    CSA:
    US travel insurance brand for retail and lodging partners.

    Generali Global Assistance (GGA): The primary Corporate brand in the United States for our travel insurance, travel assistance, identity and cyber protection, and beneficiary companion products.

    GMMI is the industry standard for global medical cost containment and risk management solutions.


    Iris, Powered by Generali:
    identity and digital protection solution


    Trip Mate:
    US travel insurance brand for tour operators, cruise, and airline partners.

    This role is responsible for the oversight of projects to include client implementation and the expected revenue, expenses, cash flow, long-term investments and financial reporting associated with those client implementations.

    Oversight of large client acquisitions and implementations to include the expected revenue and expenses, cash flow, long-term investments, and reporting
    Facilitation of financial due diligence and applying accounting procedures while also gathering and analyzing data from many sources at once

    Preparation of cost-benefit analyses for projects across departments while identifying areas where cash flow and revenue can be improved.

    Balances big-picture business goals and long-term forecasting with day-to-day oversight of cash flow, revenue, and expenditures in order to make well-informed decisions about emerging opportunities and areas for improvement

    The ability to coordinate across departments and motivate staff members to complete projects according to both internal and external deadlines is vital.

    Actively seek methods to enhance overall efficiency and performance through the identification of areas for improvement and develop solutions to prevent project delays and help a company meet its budgetary and cash flow goals
    Establish clear communication with both team members and executives during the project lifecycle to include progress reports, goals and expectations, and questions to team members, shareholders and Organization leaders
    Work with department managers and team members to implement a project schedule and ensure that teams meet milestones throughout the project lifecycle
    5+ years of financial management experience
    Ability to identify milestones and deliverables and ensure projects are completed on time
    Proven ability with budgeting and financial management, both to help their teams complete projects according to estimated budgets and to oversee an organization's financial performance
    Bachelor's Degree in finance or related field preferred
    This is a hybrid role based out of our San Diego, CA office.

    As a hybrid role, you will be working onsite 3 days a week and working from home 2 days a week.

    While there is some flexibility in the hours, this position will be Monday-Friday during regular business hours (approximately 8:00 am-5:00 pm).

    Occasional overtime may be required according to business needs.

    At Generali Global Assistance, we are dedicated to building a diverse, inclusive and enriching workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways.

    California Residents - Privacy Notice for California Residents Seeking Employment with Generali Global Assistance is available here:

    Discrimination in employment on the basis of any classification protected under federal, state, or local law is a violation of our policy.

    Equal employment opportunity is provided to all employees and applicants for employment without regard age, race, color, religion, creed, sex, gender identity, gender expression, transgender status, pregnancy, childbirth, medical conditions related to pregnancy or childbirth, sexual orientation, national origin, ancestry, ethnicity, citizenship, genetic information, marital status, military status, HIV/AIDS status, mental or physical disability, use of a guide or support animal because of blindness, deafness, or physical handicap, or any other legally protected basis under applicable federal, state, or local law.

    This policy applies to all terms and conditions of employment, including, but not limited to, recruitment and hiring, classification, placement, promotion, termination, reductions in force, recall, transfer, leaves of absences, compensation, and training.

    All Company employees are responsible for complying with the Company's Equal Opportunity Policy. Violations of this policy may subject an employee to disciplinary action, up to and including termination of employment.
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