Higginbotham is currently seeing a Sr. Accountant for the Louisville, KY office. This role will be responsible for the day-to-day internal operations of the Captive Department, and accounting team support as needed.
Essential Functions and Tasks:
Perform internal accounting operations of the captive department including:
Processing invoices, recording deposits and recording monthly adjustments
Review and reconcile monthly investment activity
Prepare monthly financial statements and bank reconciliations
Prepare quarterly and annual regulatory reports
Coordinate tax return preparation with external CPA firm
Review annual tax returns
Documentation of workflows and standard operating procedures/internal controls
Monitor cash flows and cash requirements
Coordinate and supervise external audits of captives
Develop and maintain proactive communication level with clients and other associates.
Board and Association Support
Assist in new captive formations
Attend education classes, seminars, workshops, etc., in combination with individual study programs or industry periodicals to expand knowledge and skills of the unit.
Establish, implement and monitor systems and procedures to:
Ensure timely client reporting and communication;
Comply with regulatory requirements;
Develop and deliver a service plan tailored to clients' needs and coordinate the services with other US&C departments and vendors
Standardize file organization
Skills and Abilities:
Ability to work well with other employees, clients and business associates;
Excellent communication (both written and verbal);
Strong accounting skills
Public Accounting and Audit Experience
Detail oriented
Ability to interpret insurance document
Ability to organize and complete multi task
Strong computer proficiency, especially in Excel
Willingness to complete additional duties and take on additional responsibility as the need arise
Ability to meet US&C hiring standards.
Core Competencies:
Leadership: Display leadership skills and ability to motivate fellow employees (If applicable)
Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability: Acknowledgment of the importance of being present and punctual.
Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Experience and Education:
Bachelor's degree required.
Two (2) years of accounting experience required
Must have public accounting and audit experience
Licensing and Credentials:
CPA Experience and licenses is a preferred.
Systems:
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Physical Requirements:
Ability to lift 25 pounds
Repeated use of sight to read documents and computer screens
Repeated use of hearing and speech to communicate on telephone and in person
Repetitive hand movements, such as keyboarding, writing, 10-key
Walking, bending, sitting, reaching and stretching in all directions
Benefits & Compensation:
Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity prescription incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
Company paid holidays, plus PTO
Employee Wellness Program
Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.
*Applications will be accepted until the position is filled
Numbers & Facts
Location
Louisville, Kentucky
Skills
10-key (Tenkey) Numeric Keypadunmatched
Accountingunmatched
Auditingunmatched
Billingunmatched
Certified Public Accountant (CPA)unmatched
Communication Skillsunmatched
Computer Skillsunmatched
Customer Relationsunmatched
Detail Orientedunmatched
Establish Prioritiesunmatched
External Auditunmatched
Financial Auditunmatched
Financial Statementsunmatched
Insuranceunmatched
Insurance Documentationunmatched
Leadershipunmatched
Licensingunmatched
Lift/Move 25 Poundsunmatched
Microsoft Excelunmatched
Microsoft Outlookunmatched
Microsoft PowerPointunmatched
Microsoft Wordunmatched
Multitaskingunmatched
Needs Assessmentunmatched
Organizational Skillsunmatched
Prescription Drugsunmatched
Problem Solving Skillsunmatched
Process Improvementunmatched
Project/Program Managementunmatched
Public Accountingunmatched
Reconciliationunmatched
Recruiting/Staffing Agencyunmatched
Regulatory Reportsunmatched
Regulatory Requirementsunmatched
Resolve Customer Issuesunmatched
Resource Managementunmatched
Service Deliveryunmatched
Staff Motivationunmatched
Tax Returnsunmatched
Team Playerunmatched
Time Managementunmatched
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