Overview
Financial Advisor Jobs in San Bernardino, CA at Nova Gate Financial
POSITION DESCRIPTION
The Credit Risk Analyst– will be responsible for preparing the monitoring tools for the premium and claims
imprest accounts on a monthly basis in accordance with departmental standards and reporting all potential
findings and discrepancies with the nature of the business. Prepares monthly financial package and variance
analysis. Monitor and control the flow of cash for reinsurers handled by the department.
MAIN DUTIES AND RESPONSIBILITIES
Responsible for providing timely and accurate data request and preparing reports.
Responsible for keeping and organizing trust and LOCs amounts.
Update system and files with appropriate current MGA or Reinsurer information.
Record journal entries and analyze/reconcile certain general ledger accounts.
Prepare monthly variance analysis.
Update monthly reinsurance reconciliations.
Maintain collateral records.
EDUCATION AND QUALIFICATIONS
Bachelor’s degree in finance or accounting
1+ years of relevant business experience in general accounting
Property and casualty insurance experience is a plus.
Proven knowledge of GAAP accounting principles, practices, standards, laws and regulations, statutory knowledge a plus.
Advanced computer skills in MS Office, accounting software and databases.
High attention to detail and accuracy.
Strong organizational skills
Self-motivated and ability to work under pressure and time constraints.
Willing to work extra hours when there are operational needs.
Performance and results oriented with proven execution with tight deadlines.
SKILLS AND REQUIREMENTS
Fully Bilingual in English and Spanish. Ability to read, analyze, and interpret complex reporting, technical procedures and regulatory requirements.
Ability to effectively present information in an articulate, persuasive, and decisive manner.
Ability to handle mathematical calculations including budgets, forecasts, interests, proportions, percentages, volume etc.
Ability to define complex problems; collect data, establish facts, and draw valid conclusions.
Ability to interpret an extensive variety of technical instructions in mathematical and deal with several abstract and concrete variables.
Ability to work and interact with departments throughout the organization.
INTERPERSONAL RELATIONS
The responsibilities of this position require continuous interaction:
Internal Contacts
Executive Team
Managers
Supervisors
Internal Associates
External Contacts
Managerial General Agents (MGAs)
Brokers
Reinsurers
PHYSICAL AND MENTAL DEMANDS
The position requires sitting, standing and walking associated with a normal office environment, talking
and hearing. This position requires minimal weight to be lifted or force to be exerted.
Title: Financial Advisor
Company: Nova Gate Financial
Location: San Bernardino, CA
