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Client Advisory Services Accountant II

Company: CAMICO Services, Inc.
Location: San Mateo
Posted on: August 6, 2022

Job Description:

The Client Advisory Services Accountant II (aka "Loss Prevention Specialist II") will provide risk management advisory services to CPA firms that are CAMICO policyholders primarily through the Loss Prevention Hotline, and e-mail. This position will work closely with and provide support to other CAMICO departments including, but not limited to, Marketing/Communications, Claims, and Underwriting. The Loss Prevention Specialist will assist with the development and implementation of Loss Prevention educational programs; identify and develop proactive risk management tools; build and support external resources; and contribute/write articles for CAMICO's newsletter and other publications. Counseling policyholders in a variety of practice and risk management areas will require the individual to (a) have passed the Uniform Certified Public Accountant Examination and to have practiced in public accounting for a minimum of four (4) years or (b) have practiced in public accounting for six (6) years.
This position has high exposure to CAMICO's policyholders, agents and external resources and some travel is required. Must have the ability to succeed in a fast-paced environment.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

  • Share risk management expertise in response to inquiries received from CPA Firms.

    • Stay current with national and regional public accounting issues and trends to assist with formulating suitable advice responsive to related risk management implications.

      • Assist the Loss Prevention department with building and managing external resources to enhance and support the demands for risk management content.

        • Participate in the development, implementation, and quality control review ("QCR") of training programs offering risk management advice to policyholders and agents.

          • Develop/conduct presentations on risk management and other topics of interest to CPAs in public practice.

            • Consult as needed with other CAMICO Departments and CAMICO agents.

              • Assist with projects as assigned.

                This job has no supervisory responsibilities.
                This position requires demonstrated skill and ability in the following competencies:

                • Action Oriented
                • Customer (Policyholder) Focus
                • Integrity and Trust
                • Interpersonal Savvy
                • Strong Communication Skills:

                  • Listening
                  • Oral Communication
                  • Written Communication

                  • Highly Organized
                  • Quick Learner
                  • Good Time Management Skills
                  • Self-Starter -Able to Work Independently

                    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Individual must be flexible and maintain composure in difficult situations and must work well as part of a team.
                    EDUCATION and/or EXPERIENCE:
                    Bachelor's degree (B.A. or B.S.) from four-year college or university.
                    Certified Public Accountant who has practiced in public accounting for a minimum of four (4) years or other equivalent experience to include an individual who has practiced in public accounting for a period of six (6) years.
                    LANGUAGE SKILLS:
                    Strong communication and organization skills and excellent analytical skills are required. Ability to read, analyze, and interpret professional literature, including but not limited to, regulatory/professional standards and other professional guidance. Ability to write risk management articles, reports, business correspondence, and other documents as required. Advanced presentation skills are also required.
                    MATHEMATICAL SKILLS:
                    Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages.
                    REASONING ABILITY:
                    Ability to demonstrate sound judgment (i.e.: recognize and define issues, collect data, establish facts, and draw valid conclusions). Ability to apply common sense understanding to carry out instructions furnished in written, oral, and diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
                    Additional credentials and/or experience that would be beneficial include those related to offering client advisory services related to fraud prevention or detection, or forensic accounting (e.g., CFE or CFF), information technology (CITP), financial planning ("PFS"), valuation (e.g., ABV or CVA), cybersecurity, servicing cannabis clients, and/or having performed Service Organization Control ("SOC") engagements.
                    A CPA certification is preferred.
                    PHYSICAL DEMANDS:
                    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
                    While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk and listen. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision, peripheral vision, and depth perception. Anticipated travel requirements limited to 10%.
                    WORK ENVIRONMENT:
                    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Keywords: CAMICO Services, Inc., San Mateo , Client Advisory Services Accountant II, Other , San Mateo, California

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