We are looking for an experienced and diligent Compliance Officer (focused on Insurance and Tax Compliance) to oversee compliance at a corporate level for our family of companies; Big Guy properties, Big Guy Storage, and foodguys.

About our companies:

Big Guy Properties and Big Guy Storage is a full-service national development and management team with a passion to create and manage outstanding communities and businesses. Big Guy promises to offer professional services for all our residents and customers at the local level with an array of living and storage options to suit the entire community. We approach our acquisitions and management as an opportunity to improve neighborhoods, properties, and facilities that need a little extra something to make a difference in the lives of our residents and customers. We have accessible management and corporate support staff with a full-service marketing team ready to make your life easier.

foodguys is a bulk ingredients supplier and we’ve been coming through for our customers and playing a large role in getting food onto the table across America for over 30 years now. foodguys works within all product categories in the food & beverage space on a national and global scale and has experienced immense growth in recent years.

Summary:

The Compliance Officer will play a pivotal role in overseeing our organization's insurance programs and tax compliance. This individual will collaborate with insurance brokers to secure comprehensive insurance packages for various business sectors, including Multi-Family Housing(MFH)/Residential, Self-Storage, Portable Storage, Food & Beverage, and Commercial properties. Additionally, they will manage the annual Statement of Values (SOV) and carrier applications, ensuring timely approval of insurance packages to maintain uninterrupted coverage. This role is crucial for ensuring that our business operations are adequately insured and compliant with tax regulations, contributing significantly to the overall risk management and financial health of the organization.

Essential Functions:

• Collaborate with insurance brokers to secure and maintain package insurance for different business silos, including MFH/Residential, Self-Storage, Portable Storage, Food & Beverage, and Commercial sectors.
• Manage annual SOV and carrier applications, ensuring accuracy and compliance.
• Approve all package bids promptly to guarantee uninterrupted insurance coverage.
• Manage insurance claims and disputes.
• Work closely with Go-Mini and Fleet Managers to track and maintain employee driving records.
• Provide Certificates of Insurance (COI) as required by lenders or vendors.
• Handle the acquisition and cancellation of insurance policies in line with property portfolio changes.
• Track and maintain Year-Over-Year (YOY) Property Taxes, Sales Taxes, State Franchise Taxes, and Franchisee taxes.
• Oversee annual county assessments and tax bill processes as well as municipality landlord registrations.
• Calculate and ensure timely payment of monthly Sales Taxes.
• Manage annual Franchise Taxes for FTB and monthly Franchisee taxes for Go-Mini franchises.
• Review legal contracts and NDAs as needed.
• Loss Control Duties:
  • Handling any damage claims
    • Negotiating with customers
    • Facilitating with the insurance adjuster
  • Providing relevant training materials designed to prevent/mitigate internal claims
    • Employee safety trainings: lifting, slip and fall, driving
  • Facility safety reviews
    • SOP’s for regular inspections
    • Review of inspections
    • Training staff on how to conduct safety inspections.
  • Reviewing Cert of Insurance from 3rd Party vendors

Qualifications:

- Bachelor’s degree in Finance, Business Administration, or a related field.

- Proven experience in insurance management and tax compliance.

- Strong understanding of property and business insurance policies.

- Excellent organizational and time management skills.

- Ability to work collaboratively with various internal teams and external partners.

- Strong analytical skills and attention to detail.

Compensation: $95k - $120k/year depending on experience

All offers of employment are contingent upon passing a background check

EEO: CFM Management, Inc. is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, or any other protected class.