Sr. Financial Accountant at Jobot

Waukee, IA 50263

About the Job

Present financial results, provide education and facilitate discussion with committees and board members

This Jobot Job is hosted by: Samantha Cunningham
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $65,000 - $85,000 per year

A bit about us:

Independent brokerage in Des Moines serving clients in many industries and sizes.

Why join us?

Paid Parental Leave and supportive New Parent Benefits
Company-paid continuing Education & Tuition Reimbursement
401k Profit Sharing
Generous time off practices in addition to paid holidays
Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you
DE&I programs
Consistent merit increase and promotion opportunities

Job Details

Qualifications:

Education: Accounting degree and CPA or CFA designation strongly preferred.
Experience: Minimum three years accounting and/or auditing and/or tax experience, preferably with insurance experience.
Liaison and foster relationships with hundreds of clients and professional partners, providing timely, accurate, and professional communication whenever required.
Compile and validate financial statement deliverables for our offshore captive management sister company and review the resulting financial statements and supplementary schedules for both yearend and interim valuation dates.
Prepare and review quarterly financial statements and supplementary financial information for onshore captive insurance companies.
Review monthly captive loss bills, identifying discrepancies and solving for root causes.
Monitor cash and investment balances, using professional judgment to project expected cash inflows/outflows, and execute sound treasury management when prudent.
Coordinate completion of actuarial reviews, tax return/form preparation, and financial statement audits.
Review and monitor compliance with bank covenants and insurance carrier collateral requirements.
Prepare operating budgets, tracking actual performance against budget, and reporting to captive Committees and Boards on overages and underages.
Monitor and implement new accounting, tax, and regulatory reporting requirements.

Knowledge, Skills, and Abilities:

Keen attention to detail and strong problem-solving ability.
Robust understanding of systems and data, including the ability to efficiently work with data, identifying root causes of problems and implementing/executing appropriate solutions.
Capable of exercising discretion in confidential matters and using professional judgment.
Ability to type and use a personal computer utilizing various software packages including, but not limited to, Microsoft Excel, Microsoft Word, Salesforce, Intactt, and other software systems.
Excellent communication skills and the ability to apply these skills in verbal or written form when interacting with clients, professional personnel, and team members.
Ability to perform multiple duties simultaneously during peak periods.
Ability to perform detailed analysis of financial documents, plan and implement financial/accounting procedures, and communicate procedures in a clear and accurate manner.
Ability and willingness to work extended hours when necessary.
Ability to utilize standard accounting principles.
Ability to travel domestically and internally approximately 20 to 30 days per year.
Must be knowledgeable of and comply with HMA's Client Privacy Policy, HIPAA regulations and E&O procedures and policies.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.