Job Overview:
Provide strategic consulting to customers on their Captive insurance needs within the United States market. Responsible for the financial and the regulatory reporting of a portfolio of captive insurance companies. You will regularly interact with senior professionals from a diverse client base, and you will have the opportunity to help our clients with unique solutions.
Applicants must have unrestricted work authorization in Puerto Rico and must reside in Puerto Rico to fulfill the role's regulatory and operational responsibilities
Job Responsibilities:
* Preparing feasibility studies for prospective captive clients
* Developing strategies for existing customer base
* Performing all aspects of the financial reporting for client accounts
* Serving as the primary contact for individuals from various departments from the client's side, such as risk management, corporate controllership, tax, legal, etc.
* Develop processes for client services in order to ensure quality and timeliness of financial reporting and regulatory filings
* Mentor and develop accounting team members
* Coordinate efforts with outside service providers, including actuaries, auditors, investment managers, brokers, claims adjusters and outside counsel to proactively meet client needs
* Strategize with clients on how best to optimize their captive insurance company and help develop solutions to complex client problems.
* Prepare and present materials during client board meetings
* Learn to file management and regulatory reports for Risk Retention Groups
Skills and Qualifications:
* Ability to develop and communicate innovation solutions
* Ability to establish work priorities and manage time effectively
* Attention to detail and can work independently and as a team member
* Demonstrated effectiveness in presentations to clients
* Excellent interpersonal and communication skills
* Strong accounting skills
* Strong critical thinking skills
* Proven experience in senior accounting/finance roles, preferably within Captive Management and/or Insurance
Job Requirements:
* Bachelor's degree in accounting, finance, or business administration
* Minimum of 5 to 10 years of experience, direct captive management experience a plus
* Experience with Excel and financial accounting/general ledger accounting software
* Proficiency in Microsoft Office – Excel, Word, and PowerPoint
* CPA, MBA or other financial professional certification
* Must be Puerto Rico resident