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Trindel Insurance Fund is a Joint Powers Authority (JPA) providing comprehensive risk management services to rural counties in Northern California. With 12 member counties, Trindel combines self-insurance pooling and financial strategies to meet the unique risk financing needs of its members while preserving their independence.
Governed by a Board of Directors and supported by an elected Executive Committee, Trindel is led by an Executive Director and a skilled team of professionals committed to implementing long-term strategies that reduce risk, prevent losses, and manage claims efficiently. As an extension of our member counties' staff, we collaborate closely to build a proactive, cost-effective safety culture.
The Financial Analyst, under supervision of the Trindel Insurance Fund Executive Director, is responsible for conducting quantitative analyses of financial information affecting investment programs, budgets, cash flow, transaction records, verifies and maintains numerical data. Critical function is to maintain financial records in accordance with Trindel Insurance Fund best practices, state regulations and GAAP (Generally Accepted Accounting Principles) and Joint Power Authority/Public entity practices.
Duties/Responsibilities:
• Examines accounting records, including financial statements and other financial reports to assess accuracy, completeness and conformance to GAAP standards, JPA financial requirements and internal standards
• Review records of accounts and input entries into proper accounts.
• Monitor developments in the fields of business, finance and economic theory, investing, investment returned and risk analysis.
• Reviews, investigates, analyzes financial data and processes financial information on a regular and on-going basis in accordance with current laws and regulations.
• Using a degree of independent judgment, determines the best methods to manage financial records and information.
• Researches and recommends cost saving strategies and return on investment management strategies.
• Monitors fundamental financial transactions, inputs and reports for accuracy and adherence to Fund practices.
• May verify and post details of Funds transactions such as dollars received and disbursed.
• Reconciles and recommends resolution for statement/financial discrepancies and problems.
• Reviews and processes bills for payment in accordance with the established schedules and contractual agreements.
• May prepare invoices, checks, account statements, reports and other records and reviews them for accuracy.
• Coordinates and prepares information for external auditors, Trindel Board meetings, member counties and regulators as needed.
• May provide timely reports and updates to excess carriers, and other statements/information as needed.
• Regularly handles private and proprietary information while maintaining strict confidentiality and protecting from unauthorized disclosure.
• Respond to requests from member counties for assistance by phone, e-mail or site-visit.
• Assure Trindel policies and procedures as followed.
• Perform other related duties as required.
Required Skills/Abilities:
• Excellent organizational skills and attention to detail.
• Strong analytical and problem-solving skills.
• Thorough understanding of generally accepted accounting principles (GAAP).
• Thorough understanding of generally accepted auditing standards.
• Excellent oral and written communication skills.
• Demonstrated ethical conduct.
• Effective analytical, problem solving and interpretive skills.
• Proficient with Microsoft Office Suite and/or related software.
Education and Experience:
• Bachelor’s degree in Accounting, Finance, or related field required; Master’s degree preferred.
• Three (3) years of either financial management, auditing, accounting experience required, experience working with public entities preferred.
• Other combinations of education and experience may be considered.
• Desired: MBA or CPA license
Physical Requirements:
• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.
