Assistant Controller/Sr. Accountant jobs in United States
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Higginbotham ยท 3 months ago

Assistant Controller/Sr. Accountant

Higginbotham is currently seeking a Sr. Accountant for their Louisville, KY office. This role will be responsible for the day-to-day internal operations of the Captive Department and providing accounting team support as needed.

Insurance
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Culture & Values

Responsibilities

Perform internal accounting operations of the captive department including:
Processing invoices, recording deposits and recording monthly adjustments
Review and reconcile monthly investment activity
Prepare monthly financial statements and bank reconciliations
Prepare quarterly and annual regulatory reports
Coordinate tax return preparation with external CPA firm
Review annual tax returns
Documentation of workflows and standard operating procedures/internal controls
Monitor cash flows and cash requirements
Coordinate and supervise external audits of captives
Develop and maintain proactive communication level with clients and other associates
Board and Association Support
Assist in new captive formations
Attend education classes, seminars, workshops, etc., in combination with individual study programs or industry periodicals to expand knowledge and skills of the unit
Establish, implement and monitor systems and procedures to:
Ensure timely client reporting and communication
Comply with regulatory requirements
Develop and deliver a service plan tailored to clients' needs and coordinate the services with other US&C departments and vendors
Standardize file organization

Qualification

Accounting skillsCPA licenseMicrosoft ExcelFinancial statement preparationCommunicationDetail orientedOrganizational skillsTeam collaborationClient focus

Required

Bachelor's degree required
Two (2) years of accounting experience required
Ability to work well with other employees, clients and business associates
Excellent communication (both written and verbal)
Strong accounting skills
Detail oriented
Ability to interpret insurance document
Ability to organize and complete multi task
Strong computer proficiency, especially in Excel
Willingness to complete additional duties and take on additional responsibility as the need arise
Ability to meet US&C hiring standards
Ability to analyze and solve problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to detail: A strong focus on completing tasks and projects accurately and thoroughly
Communication skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely task completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
Client focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability: Acknowledgment of the importance of being present and punctual
Creative thinking: Openness to suggesting new ideas and methods to improve processes and outcome
Organizational skills: Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Ability to lift 25 pounds
Repeated use of sight to read documents and computer screens
Repeated use of hearing and speech to communicate on telephone and in person
Repetitive hand movements, such as keyboarding, writing, 10-key
Walking, bending, sitting, reaching and stretching in all directions

Preferred

CPA Experience and licenses is a preferred

Company

Higginbotham

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Higginbotham is a provider of insurance brokerage services to businesses and individuals.

Funding

Current Stage
Late Stage

Leadership Team

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Rusty Reid
Chairman, President & CEO
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Andrew Reutter
Chief Financial Officer & Chief Operating Officer
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Company data provided by crunchbase