AVP, Captive Finance

CPA level position that coordinates financial activities for a portfolio of captive insurance clients that includes the review and presentation of financial statements and overseeing the efforts of various financial service providers. 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 required.

SKILLS/COMPETENCIES REQUIREMENTS:

• Excellent communication skills.

• Ability and confidence to make presentations to captive members 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 review 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:

• Coordinate the efforts of the various financial service providers to complete all financial statements and related reporting.

• Ensure accurate and timely review of complex financial statements, and other financial reports prepared by the Insurance Manager.

• Drive supplemental activities to assist the Producer and captive including, but not limited to, trending distribution activity, analyzing historical activity and performance compared to current activity and develop the vision and communication for presentations associated with financial analysis.

• Written and verbal communications with shareholders and service providers.

• Liaison with external auditors to ensure the timely completion of each audit.

• Liaison with tax providers to ensure the timely completion of tax forms.

• Review monthly Financial Status and Security Collateral reports prepared by the insurance manager.

• Attendance at and participation in client meetings, including presentation of financial statements, investments, and other financial related topics.

• Work closely with the Financial Analysts and assist in their development and training.

• Understand and liaison with insurance managers on Cayman Island regulatory requirements.

• General assistance on other duties as assigned by the Chief Financial Officer.

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.