Financial Analyst

Holmes Murphy Insurance•Waukee, IA

26d

About The Position

Innovative Captive Strategies is redefining what’s possible in the captive insurance space—and we’re looking for an experienced Financial Analyst who’s ready to grow with us. If you’re energized by analytical work, committed to accuracy, and excited to support clients in a dynamic, relationship‑driven environment, this role offers the opportunity to make a meaningful impact. As a Financial Analyst on our Captive Finance team, you’ll play a key role in delivering high‑quality financial analysis and reporting for captive insurance entities. You’ll support the financial operations of multiple captives, ensure compliance with accounting standards, and collaborate closely with internal teams, external partners, and captive members.

Requirements

Bachelor’s degree in Accounting or Finance.
3–5 years of accounting experience, ideally within the insurance industry.

Nice To Haves

CPA preferred; MBA a plus.
Offshore banking experience is a plus.
Occasional overnight travel may be required.

Responsibilities

Manage core accounting functions, including accurate financial recordkeeping, AP/AR processing, reconciliations, and compliance with accounting standards.
Prepare captive financial statements, budgets, supporting schedules, and quarterly/year‑end reporting materials; coordinate audit and tax documentation with internal teams and external advisors.
Compile and analyze key financial data such as claims, premiums, bordereaux, reinsurance reporting, expense budgets, tax calculations, and quarterly loss data.
Monitor and manage captive cash flow, including surplus cash investments, and evaluate financial performance, benchmarking results and assessing potential member distributions.
Provide financial reporting and insights to captive managers and members; assemble board book materials and support client communications.
Review financial statements, establish and document procedures, delegate tasks to Finance Associates, and support training for new team members.

Benefits

In addition to core benefits like health, dental and vision, also enjoy benefits such as:
Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.
Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!

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