Captive Finance Analyst

Overview

Provide day to day preparation, review, and reconciliation of captive insurance companies (“captives”) financial and claim related data. Assist, work with, and communicate with Finance VPs, internal departments, and external service providers on various data analytics and reporting designed to enhance customer service for all internal and external clients.

Bachelor’s Degree or equivalency in business administration, accounting, or finance related discipline and at least three (3) years of finance related experience. CPA is helpful but not required. CPA will be required for career progression.

• Works well independently and in a team environment.
• Detail oriented and high level of accuracy.
• Strong interpersonal and communication skills.
• Excellent written and verbal communication skills.
• Proficient experience in Microsoft Office (Word, Excel, PowerPoint).
• Organization, planning and prioritization skills.
• Strong analytical, problem solving and judgment skills.
• Ability to handle deadlines and work under pressure at times.
• Strong customer service orientation.
• Commitment to company values.
• Availability to work additional hours when needed.

• Compile captive financial and claims data related analysis and reporting.
• Perform a detailed review of financial statements.
• Prepare captive related PowerPoint presentations.
• Liaison between the preparers of the financial statements and the Finance VPs.
• Prepare, review, and send out monthly Loss History Analysis (LHA) reports as required on specific captive programs.
• Prepare and update various internal work papers and reports.
• Highlight discrepancies and/or concerns to appropriate management.
• Assist Finance VPs in board book preparation and reports, as well as departmental organizational needs.
• Complete all data preparation and reviews by the specific dates outlined.
• Communicate as needed with internal groups.
• Perform other related duties incidental to the work described herein.

Organizational, planning, and prioritization skills, Data accuracy and timeliness, Communication, Customer Service.

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