Responsible for a portfolio of clients and managing the day to day activities of those captive insurance companies.
Prepares financial statements in an accurate and timely manner, including supplemental financial information required by the client.
Be familiar with international clients' unique rules and regulations.
Reconciles cash and investment accounts. Prepare bank deposits and cash disbursements.
Assists in the completion of the annual audit for clients, which can include preparation of regulatory filings and GAAP financial statements.
Helps ensure legal and regulatory compliance processes and procedures are followed for local accounting and financial reporting.
Maintains client files in accordance with regulations and best practices.
Learns and develops client and third party providers relationships.
Corresponds with other service providers. Including reviewing, analyzing and discuss any reports provided by the service providers (eg. actuaries, auditors, claims handlers, etc)
Prepares board and committee meeting materials and participate in the annual board of directors' meeting and other client meetings.
Performs other job-related duties as assigned.
Complies with Marsh internal controls and any client specific internal controls.
Skills Required
- Knowledge of accounting and financial reporting principles, including GAAP
- Ability to prepare accurate financial statements and supplemental client reporting
- Ability to reconcile cash and investment accounts and process deposits and disbursements
- Familiarity with international client rules and regulations
- Ability to support annual audits and prepare regulatory filings
- Understanding of legal, regulatory, and internal control compliance processes
- Ability to manage client, auditor, actuary, claims handler, and other service-provider relationships
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What We Do
Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC].








