- Excellent communication skills.
- Ability and confidence to make presentations to captive members at Board meetings or equivalent.
- High degree of proficiency in use of such programs as MS Word, PowerPoint and Excel.
- Internationally recognized accountancy qualification, with the ability to review complex financial statements related to captives.
- Ability to work unsupervised, prioritizing & organizing own workload.
- Ability to supervise and train staff.
- Ability to produce accurate and timely work to meet deadlines.
- Willingness to work in a team environment and be a team player.
- Experience with group captives is highly preferred.
- Coordinate the efforts of the various financial service providers to complete all financial statements and related reporting.
- Ensure accurate and timely review of complex financial statements, and other financial reports prepared by the Insurance Manager.
- Drive supplemental activities to assist the Producer and captive including, but not limited to, trending distribution activity, analyzing historical activity and performance compared to current activity and develop the vision and communication for presentations associated with financial analysis.
- Written and verbal communications with shareholders and service providers.
- Liaison with external auditors to ensure the timely completion of each audit.
- Liaison with tax providers to ensure the timely completion of tax forms.
- Review monthly Financial Status and Security Collateral reports prepared by the insurance manager.
- Attendance at and participation in client meetings, including presentation of financial statements, investments, and other financial related topics.
- Work closely with the Financial Analysts and assist in their development and training.
- Understand and liaison with insurance managers on Cayman Island regulatory requirements.
- General assistance on other duties as assigned by the Chief Financial Officer.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree in Accounting, Finance, or Business
- At least seven years of experience
- CPA qualification
- Internationally recognized accountancy qualification
- Experience with taxation
- Experience with insurance or group captives
- Proficiency with Microsoft Excel, PowerPoint, and Word
- Ability to present financial statements and related topics to large C-suite groups or boards
What We Do
Our mission is to help companies control their insurance costs through the member-owned group captive model. Our industry-leading insurance professionals support every aspect of the group captives they advise, from claims advocacy to operational oversight, risk management, financial services, investment services and more. Applying its time-tested and proven strategies, Captive Resources brings the highest quality insurance protection to each individual captive member, while increasing members' buying power, bringing greater stability and predictability to their insurance costs, and driving profitability to their bottom lines. For over 35 years, CRI has helped create more than 45 group captives with 6,000 member companies that serve businesses and organizations located across the United States. Today, CRI proudly administers some of the largest member-owned group captive insurance companies in the world. And it's no small task. The company oversees combined premiums of $3.8 billion with assets of $10 billion. Statement on Diversity, Equity, and Inclusion: At Captive Resources, we believe that our colleagues deserve fairness, respect, inclusivity, and belonging. We encourage different perspectives, unique ways of thinking, fearless collaboration, and positive communication. Our differences have made us strong and successful, and we embrace diversity, equity, and inclusion. We celebrate our people every day because they are the heart of our company. Captive Resources is proud to be an Equal Opportunity Employer. We prohibit discrimination in employment with respect to any term or condition of employment, including hiring, compensation, advancement, discipline, or termination for our applicants and colleagues.
