Staff Accountant - Keystone Risk Partners

Position Summary:

Public company subsidiary captive manager is looking for a person with excellent financial modeling and accounting skills to become a part of the team responsible for the finance and accounting functions operating +/- 50 captive insurance companies.

Essential Functions:

• Work with sales teams to model revenue and profitability for new clients and products.
• Utilize, maintain and enhance financial reporting processes around actual results, forecast, budget and historical results in a changing systems environment by accessing information from disparate sources and incorporating into various reports.
• Provide financial business planning, analysis, and forecasting support as assigned. Collaborate with business stakeholders to perform financial planning analysis and performance reporting (i.e., developing budgets, annual operating plan/budget, and compiling performance reports) for captive insurance companies.
• Design, implement and update technology to translate financial and insurance data into actionable information tailored to the needs of audiences ranging from captive owners, to state insurance regulators to the IRS.
• Perform all aspects of the monthly financial close for various entities including preparation of financial statements and related analysis.
• Supporting and perform day to day general ledger functions, including creating journal entries as needed, and accounting for cash receipts and disbursements. 
• Assist external CPA’s in preparing audited financial statements and tax returns.
• Facilitate audits by the IRS and various state insurance regulators.
• Identify opportunities for process improvements, driving related projects. 
• Work with sales teams to model potential new client opportunities as skills develop and allow.

Education/Experience/Skills:

• Bachelor’s degree in Accounting or Finance from a competitive school demonstrating a strong academic record
• MBA preferred.
• CPA and prior experience in a public accounting.
• Fundamental understanding of GAAP and federal income tax accounting
• 4 - 7 years of experience with a blend of accounting and FP&A responsibilities.
• Experience in financial statement preparation, financial analysis, and forecasting 
• Operational management experience, including treasury management / banking, procurement, and technology administration a plus.
• Expertise with QuickBooks a plus.
• Advanced skills with MS Excel (CRITICAL SKILL).  This includes model creation and maintenance, working with large sets of data, nested formulas, logical functions, dynamic arrays, data visualization, etc. Familiarity with VBA a plus.
• Strong analytic ability with the aptitude to identify trends and inconsistencies.
• Ability to work independently with limited supervision as well as work collaboratively within accounting group and across multiple companies.
• Manage multiple tasks with strong organizational skills; must be detail-oriented and organized and able to meet frequent deadlines.

Disclaimer