Senior Accountant – Captive Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the daily accounting and financial operations of a portfolio of captive insurance entities.

• Serve as the primary contact for senior management and clients.

• Conduct general ledger upkeep, reconciliations, and tailored financial and management reporting.

• Prepare and assess monthly and quarterly financial statement packages in accordance with GAAP, SAP, and modified GAAP.

• Track cash movements, investment activities, and intercompany transactions.

• Develop budgets, forecasts, and on-demand financial analyses.

• Prepare and submit premium tax returns, NAIC Blank Forms, and regulatory filings specific to domiciles.

• Act as the main accounting liaison for regulatory issues across both onshore and offshore domiciles.

• Lead audit preparation and comprehensive review processes.

• Collaborate with auditors, actuaries, tax advisors, regulators, investment managers, and bankers.

• Provide guidance on accounting trends, investment regulations, and compliance factors.

• Participate in meetings with clients, shareholders, and the Board of Directors.

• Present financial outcomes and clarify complex accounting topics to non-technical audiences.

• Enhance client retention through consistent service delivery and superior financial reporting.

• Utilize Acumatica, MAS 500, BizNet, Velixo, and Wings.

• Refine accounting processes, controls, efficiencies, documentation, and systems consistency.

⛳️ Requirements

• Bachelor’s degree in Accounting or a related discipline.

• At least 5–10 years of progressive accounting experience, ideally in captive insurance, insurance, or financial services.

• In-depth understanding of GAAP and insurance accounting principles.

• Proven capability to manage multiple clients and meet deadlines with little supervision.

• Strong analytical, critical thinking, and problem-solving abilities.

• Excellent interpersonal, communication, and client service skills.

• Proficient in Microsoft Excel, Word, PowerPoint, and enterprise accounting systems.

• CPA designation is preferred.

• Experience with captive insurance companies and various regulatory domiciles is preferred.

🏝️ Benefits

• 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.

• Paid Time Off.

• Holidays.

• Preferred Partner Discounts.