Sr. Accountant

Higginbotham
  • Louisville, Kentucky
    9 days ago

    Job Description

    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

    LocationLouisville, 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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