Work with sales teams to model revenue and profitability for new clients and products.
Utilize, maintain and enhance financial reporting processes around actual results, forecast, budget and historical results in a changing systems environment by accessing information from disparate sources and incorporating into various reports.
Provide financial business planning, analysis, and forecasting support as assigned. Collaborate with business stakeholders to perform financial planning analysis and performance reporting (i.e., developing budgets, annual operating plan/budget, and compiling performance reports) for captive insurance companies.
Design, implement and update technology to translate financial and insurance data into actionable information tailored to the needs of audiences ranging from captive owners, to state insurance regulators to the IRS.
Perform all aspects of the monthly financial close for various entities including preparation of financial statements and related analysis.
Supporting and perform day to day general ledger functions, including creating journal entries as needed, and accounting for cash receipts and disbursements.
Assist external CPA’s in preparing audited financial statements and tax returns.
Facilitate audits by the IRS and various state insurance regulators.
Identify opportunities for process improvements, driving related projects.
Work with sales teams to model potential new client opportunities as skills develop and allow.
Requirements: To perform the essential functions of this position successfully, an individual should demonstrate the following competencies:
Bachelor’s degree in Accounting or Finance from a competitive school demonstrating a strong academic record
Prior experience in a public accounting required, CPA preferred
2 - 4 years of experience with a blend of accounting responsibilities. Experience with federal income tax would be beneficial
Fundamental understanding of GAAP and federal income tax accounting
Experience in financial statement preparation, financial analysis, and forecasting
Operational management experience, including treasury management / banking, procurement, and technology administration a plus.
Expertise with QuickBooks a plus.
Substantial skills with MS Excel required. This includes financial model creation and maintenance, working with large sets of data, nested formulas, logical functions, etc. Advanced skills a plus: dynamic arrays, data visualization, familiarity with VBA, etc.
Strong analytic ability with the aptitude to identify trends and inconsistencies
Ability to work independently with limited supervision as well as work collaboratively within accounting group and across multiple companies.
Manage multiple tasks with strong organizational skills; must be detail-oriented and organized and able to meet frequent deadlines.
The target salary range for this position is $74,000.00 - $97,125.00 annually.
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