Chief Accounting Officer - CPA

We are a growing team across the country of approximately 15 FTEs. The CAO's technical work is overseen by the Chief Financial Officer and the position will report administratively to the Managing Partner. The CAO may supervise staff accountants. The CAO is responsible for providing governance and establishing efficiencies related to accounting, financial reporting, regulatory compliance, and financial services for insurance and reinsurance companies, including but not limited to captives, managed by the firm.

This role serves as a key financial resource to clients and is responsible for ensuring the accuracy of financial records, regulatory filings, and audited financial statements.

As a client-facing professional, the CAO partners with account managers, lead captive managers, and others within the firm, as well as externally with captive owners, actuaries, auditors, regulators, brokers, and service providers to support the financial operations of captive insurance entities. The ideal candidate is a licensed Certified Public Accountant (CPA) with insurance and/or

reinsurance accounting experience and a strong understanding of regulatory reporting requirements.

• Prepare monthly, quarterly, and annual financial statements for captive insurance and reinsurance companies.
• Maintain general ledgers and ensure all accounting records are accurate, complete, and compliant with applicable accounting standards.
• Prepare journal entries, accruals, account reconciliations, and supporting schedules.
• Record and reconcile insurance and reinsurance transactions, including premiums, losses, loss adjustment expenses, commissions, recoverables, and settlements.
• Monitor cash balances, investment activity, and other financial transactions.
• Account for assumed and ceded reinsurance arrangements.
• Prepare and reconcile reinsurance calculations, balances due, and recoverable accounts.
• Maintain treaty-level accounting records and supporting documentation.
• Coordinate with reinsurers, brokers, and third-party administrators regarding premium and claims activity.

• Prepare and file annual and quarterly financial reports required by captive insurance domiciles.
• Assist with premium tax calculations, regulatory filings, and statutory reporting requirements.
• Ensure compliance with domicile regulations, corporate governance standards, and reporting deadlines.
• Support regulatory examinations and inquiries.

• Lead the preparation of audit work papers and supporting schedules.
• Serve as the primary accounting liaison with external auditors.
• Coordinate with tax advisors and assist in providing information required for federal, state, and local tax filings.
• Support annual financial statement audits from planning through completion.

• Act as a trusted advisor and primary accounting contact for assigned captive clients.
• Prepare financial presentations and reports for board meetings and shareholder meetings.
• Explain financial results, accounting impacts, and regulatory requirements to clients and stakeholders.
• Develop and maintain strong client relationships through proactive communication and exceptional service.

• Recommend and implement process improvements to enhance reporting accuracy and operational efficiency.
• Assist in developing internal controls and accounting policies for captive entities.
• Participate in system implementations and enhancements as needed.

• Bachelor's degree in accounting required.

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