Holmes Murphy · 5 days ago
Financial Analyst
Waukee
Full-time
Onsite
Mid Level
3+ years expHolmes Murphy is redefining the captive insurance space and is seeking an experienced Financial Analyst to join their Captive Finance team. The role involves delivering high-quality financial analysis and reporting for captive insurance entities while ensuring compliance and collaborating with internal and external partners.
Employee BenefitsFinancial ServicesInsuranceProperty InsuranceRisk Management
Responsibilities
Manage core accounting functions, including accurate financial recordkeeping, AP/AR processing, reconciliations, and compliance with accounting standards
Prepare captive financial statements, budgets, supporting schedules, and quarterly/year‑end reporting materials; coordinate audit and tax documentation with internal teams and external advisors
Compile and analyze key financial data such as claims, premiums, bordereaux, reinsurance reporting, expense budgets, tax calculations, and quarterly loss data
Monitor and manage captive cash flow, including surplus cash investments, and evaluate financial performance, benchmarking results and assessing potential member distributions
Provide financial reporting and insights to captive managers and members; assemble board book materials and support client communications
Review financial statements, establish and document procedures, delegate tasks to Finance Associates, and support training for new team members
Qualification
Required
Bachelor's degree in Accounting or Finance
3–5 years of accounting experience, ideally within the insurance industry
Occasional overnight travel may be required
Preferred
CPA preferred; MBA a plus
Offshore banking experience is a plus
Benefits
Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.
Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!
Company
Holmes Murphy
Holmes Murphy provides property casualty insurance, employee benefits, captive insurance, risk management, and loss control.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$11.33M2019-06-03Series Unknown· $11.33M
Leadership Team
Clint Gemmill
Vice President, Complex Risk Practice Leader
Paul Crowley
VP Sales Leader, Employee Benefits
Recent News
2026-01-15
CITYVIEW
2025-11-05
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