Regional Manager

Strategic Risk Solutions•Concord, MA

52d•$90,000 - $115,000•Remote

About The Position

The Regional Manager is an accounting role that is responsible for completing regulatory filings, preparing financial statements for each client, database management and general oversight of all clients' accounts. Specific duties include: Complete regulatory filings, preparation of financial statements for each client, database management and general oversight of all clients' accounts; Review and update insurance documentation, dealing with the client cash and investments portfolios, and maintain corporate records; Produce quarterly management accounts, cash management, debtors' control, invoice production and corporate secretarial issues as required; Produce such reports as may be required by the Company; Make such recommendations to the Company they shall consider appropriate; Provide support as may be necessary in order to ensure the efficient day-to-day operations of the Company and the affairs of its clients; Consistently and promptly respond to client and inter-office requests; Maintain and ensure that all clients records are kept accurate and up to date; Provide support and assistance to the Director(s) and other staff members on any additional duties the Director(s) may, from time to time, assign to or vest in you; Use reasonable endeavors to preserve the integrity of client information and data and the application of SRS policies and procedures including the maintenance of the statutory register of any client company that you should be so assigned at the registered office and at the registrar of companies, and with respect to the employer's compliance obligations pursuant to the relevant jurisdictions anti-money laundering legislation; Undertake any necessary guidance and training in order to advance yourself with a better knowledge, so as to improve the service provided to SRS clients and applying SRS policies and procedures; Handle the annual audits for the captives; Assist with board meetings by collating and compiling the board book meeting material and take minutes where requested; Be responsible for a portfolio of client accounts to ensure deadline compliance and improve Fee Realization. Cash function for the captives, in loading payments on the online banking for release; Attendance of Board Meetings in Person to build client relations; Attend regulatory conferences to promote SRS; Readily available for urgent client matters and calls throughout US business hours (Same time zone); Access to more US Bank accounts more easily that require tokens; Participation of business development (involved more with new start-ups and take-over captives from the onset); Develop strong local relationships through networking and conference attendance; Portfolio to solely focus on the central time zone clients that would be easily accessible from Houston, as well as participating and leading client relationships in the region. Although the job title is Regional Manager this is an individual contributor role, not responsible for overseeing direct reports. The Regional Manager oversees client accounts and handles the day-to- day accounting responsibilities of such. Telecommuting permitted. 10% domestic travel.

Requirements

Bachelor’s degree or foreign equivalent in accounting or related field plus 3 years of financial accounting experience with focus on captive insurance.
Expert knowledge of accounting principles, GAAP, as well as an ability to grasp company financial policies and protocols.
Self-driven with the ability to work effectively as part of a team or on individually assigned tasks in a fast paced, deadline driven environment where superior attention to detail, time management and prioritization skills are a must.
Excellent client service and good verbal and written communication skills.
Deep knowledge of captive insurance companies and the laws as it relates to western US domiciles.

Responsibilities

Complete regulatory filings
Preparation of financial statements for each client
Database management and general oversight of all clients' accounts
Review and update insurance documentation
Dealing with the client cash and investments portfolios, and maintain corporate records
Produce quarterly management accounts, cash management, debtors' control, invoice production and corporate secretarial issues as required
Produce such reports as may be required by the Company
Make such recommendations to the Company they shall consider appropriate
Provide support as may be necessary in order to ensure the efficient day-to-day operations of the Company and the affairs of its clients
Consistently and promptly respond to client and inter-office requests
Maintain and ensure that all clients records are kept accurate and up to date
Provide support and assistance to the Director(s) and other staff members on any additional duties the Director(s) may, from time to time, assign to or vest in you
Use reasonable endeavors to preserve the integrity of client information and data and the application of SRS policies and procedures including the maintenance of the statutory register of any client company that you should be so assigned at the registered office and at the registrar of companies, and with respect to the employer's compliance obligations pursuant to the relevant jurisdictions anti-money laundering legislation
Undertake any necessary guidance and training in order to advance yourself with a better knowledge, so as to improve the service provided to SRS clients and applying SRS policies and procedures
Handle the annual audits for the captives
Assist with board meetings by collating and compiling the board book meeting material and take minutes where requested
Be responsible for a portfolio of client accounts to ensure deadline compliance and improve Fee Realization
Cash function for the captives, in loading payments on the online banking for release
Attendance of Board Meetings in Person to build client relations
Attend regulatory conferences to promote SRS
Readily available for urgent client matters and calls throughout US business hours (Same time zone)
Access to more US Bank accounts more easily that require tokens
Participation of business development (involved more with new start-ups and take-over captives from the onset)
Develop strong local relationships through networking and conference attendance
Portfolio to solely focus on the central time zone clients that would be easily accessible from Houston, as well as participating and leading client relationships in the region