About this role
Higginbotham is currently seeing a Sr. Accountant for the Louisville, KY office. This role will be responsible for the day-to-day internal operations of the Captive Department, and accounting team support as needed.
Essential Functions and Tasks:
• 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
Skills and Abilities:
• Ability to work well with other employees, clients and business associates;
• Excellent communication (both written and verbal);
• Strong accounting skills
• Public Accounting and Audit Experience
• 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.
Core Competencies:
• Leadership: Display leadership skills and ability to motivate fellow employees (If applicable)
• 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
Experience and Education:
• Bachelor's degree required.
• Two (2) years of accounting experience required
• Must have public accounting and audit experience
Licensing and Credentials:
• CPA Experience and licenses is a preferred.
Systems:
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Physical Requirements:
• 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
Benefits & Compensation:
• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity prescription incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Company paid holidays, plus PTO
• Employee Wellness Program
Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.
*Applications will be accepted until the position is filled