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Job Type:
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Finance - Budget
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Location:
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Westlake Village
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Position Title:
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Budget Manager - Westlake Village
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Position Skills:
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Essential Job Functions
Supervises assigned personnel. (See attached description of Supervisory Responsibilities.)
Directs and coordinates annual Associations/Exchanges budget preparation, and controls timetable.
Issues annual budget preparation instructions, timetables, and procedures to Functional Officers and Regional Managers.
Coordinates flow of budget materials from regions to Functional Officers.
Assists in the projection of financial information and its analysis.
Supervises the projection of Policies In Force and underwriting results (Focus Goals) for the Property and Casualty companies, the allocation of projections by month. Reviews periodic updating of underwriting results for the QPR report.
Supervises preparation of exhibits of approved projections for Budget Committee presentation to CEO and staff, the Corp. Board of Directors, and the Exchange Boards of Governors; supervises technical aspects of presentation to assure the visual quality and smooth flow of exhibits.
Attends budget presentation meetings with Budget Committee, Chief Executive Officer, and Executive Staff; and presents exhibits to management analyzing Functional Officers' expense budget requests.
Provides Functional Officers with approved budget for distribution to Regional Managers.
Directs and coordinates reporting of budget deviations.
Controls flow of quarterly budget deviation reports between regions and Home Office.
Prepares analysis of regional and Home Office budget deviations for presentation to the Chief Executive Officer and Executive Staff.
Controls follow-up budget deviation questions.
Conducts monthly analysis of income and expense reports from the computer for reasonableness and accuracy of data.
Serves as Secretary, Capital Appropriations Committee.
Reviews all Capital Appropriations requests for accuracy and proper support documentation.
Coordinates all Capital Appropriation meetings, sets agendas and monitors spending.
Coordinates all capital appropriation expenditures and analysis.
Assists in the development of monthly "5th day", "15th day", "QPR" reports and the
"5-year strategic plan".
Develops plans to enhance Section's performance and overall budget process.
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Position Description:
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Directs, and is actively involved in the compilation, assembly, analysis, presentation, and distribution of various companies' budgets, projections, and related reports; and performs and directs financial analysis on various financial reports.
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Experience:
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7 to 10 years
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Term:
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Full Time
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Length of Term:
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Salary or Rate:
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$110K
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General Comments:
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This is a great company with offices throughout the region. Wonderful benefits. Great location for anyone living in Woodland Hills, Reseda, Simi Valley and Camarillo.
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Travel:
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No
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Telecommuting:
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No
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