Davies North America · 11 hours ago
Accounting Manager
Williston, VT
Full-time
Onsite
Mid, Senior Level
$120K/yr - $150K/yr
5+ years expDavies North America is a leader in professional services, specializing in risk management and transformation in the insurance sector. The Accounting Manager will oversee a team managing a complex portfolio of captive insurance clients, ensuring excellent client service and compliance with financial and regulatory standards.
Financial ServicesInsurance
Responsibilities
Serve as principal client liaison
Supervise, train, mentor and serve as a resource to Account Managers and Staff Accountants, to include periodic performance reviews. May include staff in remote locations
Be the office leader regarding all account management and administrative staff working in designated offices, with the exception of functions/operations staff members, e.g. HR, Corporate Accounting & Finance and IT. This includes oversight and responsibility of all staff, including performance evaluations
Ensure designated offices are supported by appropriate resources and there is a consistent review process in place for all managed clients to meet all financial and regulatory requirements
Preparation of periodic financial statement packages tailored to individual client needs and completion of self review
Preparation of quarterly and annual NAIC statements (if applicable)
Preparation of Annual Statement/Report start to finish
Preparation of written analysis of financial statements
Planning and coordination of annual audit and actuarial review
Maintain up to date knowledge of accounting, insurance and regulatory issues affecting captives
Review of premium tax returns
Monitor compliance with regulations and advise clients of changes as necessary
Preparation of regulatory correspondence, to include monitoring any changes in business plan
Act as liaison with captive’s legal, actuarial, audit and other service providers
Independent preparation and presentation of materials at Board Meetings
Coordination and planning of annual (or more frequent) Board Meetings
Ensure Account Manager, Staff Accountant and/or Vice President are copied on all relevant correspondence
Involvement in emerging and technical issues and serving as a resource for dissemination of this information
Ability to review complex financial statement packages and prepare accompanying supervisory checklist
Maintain client confidentiality
Responsible for the delivery of high-quality service, ensuring that all client service standards are met for portfolio of captive clients
Responsible for adherence to established regulatory, company and client timelines and deadlines
Responsible for following established guidelines, checklists and procedures, ensuring that managed companies remain compliant and internal controls are followed. Responsible for enforcing said guidelines, checklists and procedures with managed staff
Responsible, with assistance from Human Resources, for recruiting, hiring and retaining top talent
Responsible for identifying and mentoring future leaders of the organization
Qualification
Required
Able to manage complex captive insurance portfolio with little supervision
Able to handle client issues independently
Demonstrated ability to manage a varied portfolio of clients, some of which have a higher degree of complexity
Able to perform day to day management of risk retention group(s) (if applicable)
History of accuracy and timeliness of reporting
Demonstrated professional direct relationship with client
Demonstrated leadership capabilities and desire to serve as a resource/mentor to others
Demonstrated ability to present to captive Boards independently
Involvement in emerging and technical issues and serving as a resource for dissemination of this information
Demonstrated mastery of understanding of insurance accounting concepts
Ability to work successfully in a deadline driven environment
Strong oral and written communication skills
Bachelor's Degree or higher with a concentration in Accounting or relevant equivalent experience
CPA or CPA candidate
Achievement of Associate in Captive Insurance or similar designation
Up to date knowledge of GAAP and insurance accounting principles
5 years statutory or alternative market insurance account experience
Advanced proficiency in software (Word, Excel, Outlook and QuickBooks)
Active pursuit of continuing education in maintenance of designation requirement or similar industry offering
Benefits
Medical, dental, and vision plans to ensure your health and that of your family.
A 401k plan with employer matching to help you build a secure financial future.
Our time-off policies, including Discretionary Time Off for exempt employees and Paid Time Off (PTO) package for non-exempt employees, reflect our commitment to promoting a healthy work environment.
Paid holidays.
Life insurance and both short-term and long-term disability plans, providing essential financial protection for you and your loved ones.
Company
Davies North America
We deliver professional services and technology solutions across the risk and insurance market, including claims, underwriting, distribution, regulation, customer experience, human capital, digital transformation and change management.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Anne Ingoldsby
Chief Operating Officer
Beverly Adkins
Chief Operating Officer
Company data provided by crunchbase