AVP, Finance

Captive Resources, LLC•Itasca, IL

6h•$137,000 - $150,000

About The Position

The AVP, Finance coordinates financial activities for a portfolio of captive insurance clients. The role includes reviewing and presenting financial statements, coordinating the work of financial service providers, and making presentations to large groups of senior captive members. It also supports financial analysis, client meetings, audit and tax completion, and the development of financial analysts. Domestic and international travel is required.

Requirements

Bachelor’s degree in Accounting, Finance, or Business.
At least seven years of experience.
CPA required.
Excellent communication and social skills.
Ability and confidence to present to large groups of C-suite-level captive members at Board meetings or equivalent.
Internationally recognized accountancy qualification and ability to review complex captive financial statements.
Ability to work unsupervised and prioritize and organize one’s own workload.
Ability to produce accurate and timely work to meet deadlines.
Ability to supervise and train staff.
Willingness to work collaboratively in a team environment.
Innovative and motivated approach to suggesting and contributing to process efficiencies.
High proficiency in MS Excel, PowerPoint, and Word.
Ability to travel domestically and internationally.

Nice To Haves

Experience with taxation.
Experience with insurance or group captives.

Responsibilities

Coordinate financial service providers’ efforts to complete financial statements and related reporting.
Review complex financial statements and other financial reports prepared by the captive Insurance Manager for accuracy and timeliness.
Conduct supplemental financial analysis, including trending distribution activity and comparing historical activity and performance with current activity; develop the vision and communications for related presentations.
Communicate in writing and verbally with shareholders and service providers.
Liaise with the Insurance Manager and external auditors to support timely audit completion.
Liaise with tax providers to support timely completion of tax forms.
Review and analyze monthly financial status and security collateral reports prepared by the Insurance Manager.
Attend and participate in client meetings, including presenting financial statements, investments, and other financial topics.
Work with financial analysts and assist with their development and training.
Understand and liaise with Insurance Managers on Cayman Islands regulatory requirements.
Provide general assistance with other duties assigned by the Chief Financial Officer.
Travel domestically and internationally as required, complying with applicable locality, destination, and transportation carrier requirements.