CPA level position that supports day-to-day activities for a portfolio of captive insurance clients. Public speaking in front of large groups will also be required.
ESSENTIAL EDUCATION AND EXPERIENCE: Bachelor’s Degree in Finance, Accounting Business and at least five (5) years of experience. CPA preferred.
SKILLS/COMPETENCIES REQUIREMENTS:
- Excellent communication skills, both written and spoken English
- Ability and confidence to make presentations to clients at Board meetings or equivalent
- High degree of proficiency in use of such programs as MS Word, PowerPoint and Excel
- Internationally recognized accountancy qualification, with the ability to prepare complex financial statements related to captives
- Ability to work unsupervised, prioritizing & organizing own workload
- Ability to supervise and train staff
- Ability to produce accurate and timely work to meet deadlines
- Willingness to work in a team environment and be a team player
- Experience with group captives is highly preferred
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Supervising Account Administrator(s) and coordinate their development and training
- Ensuring accurate and timely approvals, G/L allocations, deposits and/or mailing of all receipts and payments
- Liaison with financial institutions on all aspects of funds management, investment and letters of credit, both incoming and outgoing
- Communications with shareholders and service providers, both written and verbal
- Ensure timely preparation of, maintenance and follow up on premium assessments, shareholder information databases, receipt of all required shareholder documentation, and receipt of required security collateral
- Review and approve periodic Financial Status and Security Collateral reports
- Liaison with the respective US State regulators on all aspects of each captive’s activities
- Monitor maintenance of corporate records and timely reporting of changes to relevant authorities (Secretaries of State)
- Preparation of complex financial statements, and other financial reports, for review by the Head of Domestic Captive Management, or by peers, and by CRI
- Liaison with external auditors to ensure the timely completion of each audit
- Attendance at and participation in client meetings, both domestically and internationally, including presentation of financial results, recording of minutes and completion of all corporate secretarial functions
- General assistance too, and other duties as assigned by the Employer
TRAVEL: Required, both domestically and internationally, for this position. This includes compliance with all of the requirements of the localities and destinations, as well as transportation carrier requirements.
