Senior Accountant

Responsibilities

• Perform all accounting activities for assigned captive insurance entities, including general ledger maintenance, reconciliations, and customized financial and management reports.
• Prepare and review monthly and quarterly financial statement packages in accordance with GAAP, SAP, and modified GAAP.
• Monitor cash activity, investment activity, and intercompany transactions to ensure accuracy and compliance.
• Prepare budgets, forecasts, and ad hoc financial analyses to support client and internal reporting needs.
• Prepare and file regulatory submissions, including premium tax returns, NAIC Blank Forms, and other domicile-specific filings for captive insurance companies and Risk Retention Groups.
• Serve as the primary accounting contact for regulatory matters across onshore and offshore domiciles.
• Lead audit preparation and substantive review activities, including drafting and reviewing audit schedules, financial statements, and supporting documentation to obtain clean audit opinions.
• Coordinate and communicate with external service providers, including auditors, actuaries, tax advisors, regulators, investment managers, and bankers.
• Provide guidance on accounting developments, investment regulations, and compliance considerations affecting captive programs.
• Act as a trusted advisor and primary accounting contact for assigned captive clients, including participation in client, shareholder, and Board of Director meetings as needed.
• Present financial results and explain complex accounting matters in a clear, professional manner to non-technical audiences.
• Support client retention through consistent service delivery, responsiveness, and high-quality financial reporting.
• Utilize multiple accounting and reporting systems, including Acumatica, MAS 500, Biz Net, Velixo, and Wings, to prepare and deliver accurate financial information.
• Identify opportunities to improve accounting processes, controls, and efficiencies while maintaining compliance and data integrity.
• Support internal initiatives related to system enhancements, documentation standards, and process consistency across the Captive Practice.

• Bachelor’s degree in Accounting or a related field.
• Minimum of 5–10 years of progressive accounting experience, preferably within captive insurance, insurance, or financial services.
• Strong knowledge of GAAP and insurance accounting principles.
• Demonstrated ability to manage multiple clients and deadlines with minimal supervision.
• Strong analytical, critical thinking, and problem-solving skills.
• Excellent interpersonal, communication, and client service skills.
• Proficiency in Microsoft Excel, Word, PowerPoint, and enterprise accounting systems.
• Preferred: CPA designation.
• Preferred:
  Experience with captive insurance companies and multiple regulatory domiciles.

100,000 – 120,000 Annual

• Health Benefits:
  
  Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.
• Financial Benefits:
  
  ESPP; 401k;
  Student Loan Assistance;
  Tuition Reimbursement.
• Mental Health & Wellness:
  Free Mental Health & Enhanced Advocacy Services.
• Beyond Benefits:
  Paid Time Off, Holidays, Preferred Partner Discounts and more.

We are an Equal Opportunity Employer and are committed to fostering an inclusive environment comprised of people from all backgrounds.