Executive Assistant and Corporate Controller/Accounting Manager

Executive Assistant (Long Beach, CA)
SYNCIS is a fast-growing financial services marketing organization headquartered in Long Beach, CA. We are one of the leading independent distributors of life insurance and annuity products.

We are seeking Administrative Coordinator to support our growing operation.

Salary: Up to $65,000 a year + bonuses/benefits

Position Summary:
-Prior experience as an administrative assistant, personal assistant, or in a similar support role is often preferred. Experience in the industry or field of the hiring company can be an advantage.
-Managing the schedules, meetings, and appointments of their executives. Strong organizational skills are essential to keep everything running smoothly.
-Effective time management is crucial to handle multiple tasks, prioritize them appropriately, and meet deadlines.
-Proficiency in standard office software, email management, and the ability to quickly adapt to new software and technology are essential.
-Understanding the company's structure, policies, and procedures can be beneficial in an executive support role.


Skills and Qualifications:
- Insurance industry experience not mandatory but a plus
- 3+ years of prior customer service and/or administrative experience
- Computer literate and proficient in Microsoft Suite, Google Suite
- Strong telephonic and electronic communication skills and etiquette
- Detail-oriented and able to prioritize and handle multiple simultaneous assignments
- Additional proficiency in Korean a plus
- Minimal travel required

Principals only. Recruiter, please do not contact this job poster.
Please do not contact job poster about other services, products or commercial interests.
Interested parties, email resume to [email protected] with the job title in the subject line.

Synergy Financial Holdings Group, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, we will provide reasonable accommodations for qualified individuals with disabilities.

All information submitted is subject to our Privacy Policy, available at synergyfinancialholdings.com/privacy
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[CORPORATE CONTROLLER / ACCOUNTING MANAGER]

SYNCIS is a fast-growing financial services marketing organization headquartered in Long Beach, CA. We are one of the leading independent distributors of life insurance and annuity products.

We are seeing a CORPORATE CONTROLLER / ACCOUNTING MANAGER with the skills and ambition to grow into a Chief Financial Officer role.

Salary: Up to $160,000 a year + bonuses/benefits

POSITION SUMMARY
This position reports to the Chief Operations Officer. Currently, all accounting and reporting functions are outsourced. The right individual for this position would be tasked with establishing an internal accounting department and managing the ongoing work of external tax and accounting professionals. Duties include the oversight of all accounting and financial reporting activities for the consolidated organization. The Corporate Accounting Manager maintains functional responsibility over the accounting systems, general ledger, accounts receivable, accounts payable, costing, payroll, and compliance.

This position is responsible for the development and monitoring of control systems designed to preserve company assets, support accurate posting of financial transactions, and facilitate smooth and efficient financial statement audits.

This position is located in Long Beach, California. Hybrid Remote work is an option for this position.

ESSENTIAL DUTIES AND RESPONSIBILITIES
• Oversee all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements
• Coordinate all audit activity with external accounting firms
• Produce accurate and timely monthly accounting deliverables such as journal entries, reconciliations, and reports in compliance with GAAP
• Consistently analyze financial data and present financial reports in an accurate and timely manner and clearly communicate monthly, quarterly, and annual financial statements
• Compare sales and profit projections to actual figures and budgeted expenses to actual expenses; make or oversee any necessary adjustments to future projections and budgets.

BASIC QUALIFICATIONS
• Bachelor's degree in accounting, finance, or related field.
• Public company or audited public companies’ experience
• Strong technical background in public accounting (GAAP)
• Proficiency in Quickbooks and Microsoft Excel
• Excellent communication skills, both oral, and written.

PREFERRED QUALIFICATIONS
• Top 10 accounting firm experience preferred.
• Bilingual in English & Korean

Principals only. Recruiter, please do not contact this job poster.
Please do not contact job poster about other services, products or commercial interests.
Interested parties, email resume to [email protected] with the job title in the subject line.

Synergy Financial Holdings Group, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, we will provide reasonable accommodations for qualified individuals with disabilities.

All information submitted is subject to our Privacy Policy, available at synergyfinancialholdings.com/privacy