The will play a pivotal role in preparing and maintaining corporate budgets and financial forecasts. They will be responsible for analyzing and preparing forecast reports, developing models, analyzing and understanding key performance indicators (KPI), and highlighting financial trends. An ideal candidate is responsive, thoughtful, self-directed, positive, and seeking a challenging role.
Bachelor's Degree in Accounting or Finance and 3-5 years of experience. Public accounting experience and CPA preferred.
- Strong analytical and judgement skills
- Excellent interpersonal and communication skills
- Detail oriented with a high level of accuracy
- Ability to work unsupervised, prioritizing and organizing own workload
- Strong independent problem-solving skills and drive to learn independently
- Willingness to work in a team environment and be a collaborative team player
- Innovative and motivated to suggest and contribute to process efficiencies and improvements
- High degree of proficiency in use of such programs as MS Excel, PowerPoint and Word
- Well organized, proactive, must be able to prioritize and meet deadlines in a fast-paced environment
- Ability to adhere to highest standards of confidentiality and discretion in all proprietary business, financial, and employee matters
- Assist in preparing and managing budget and forecasts for the company
- Prepare budget and reporting packages for outside parties
- Prepare highly confidential analysis in support of the corporate strategy
- Lead cross collaboration efforts with leaders across the business to support and develop budgeting and forecasting processes
- Able to analyze large data sets, KPIs, financial metrics and operational data to provide insight into business performance
- Develop and maintain models and analytical tools to support financial planning, analysis, and reporting activities
- Monthly management of forecast and building annual budget within EPM system (OneStream)
- Continuously improve financial processes and systems to enhance efficiency and accuracy
- Coordinate and participate in budget process and scheduling budget meetings
- Work closely with the FP&A management to assist with supplemental activities and ad hoc projects
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.
_0.jpg)
