Captive Resources, LLC

Captive Finance Analyst

Captive Resources, LLC  •  Itasca, IL (Onsite)  •  5 months ago
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Job Description

Provide day to day preparation, review, and reconciliation of captive insurance companies (“captives”) financial and claim related data. Assist, work with, and communicate with Finance VPs, internal departments, and external service providers on various data analytics and reporting designed to enhance customer service for all internal and external clients.

ESSENTIAL EDUCATION AND EXPERIENCE: Bachelor’s Degree or equivalency in business administration, accounting, or finance related discipline and at least three (3) years of finance related experience. CPA is helpful but not required. CPA will be required for career progression.

SKILLS/COMPETENCIES REQUIREMENTS:

  • Works well independently and in a team environment.
  • Detail oriented and high level of accuracy.
  • Strong interpersonal and communication skills.
  • Excellent written and verbal communication skills.
  • Proficient experience in Microsoft Office (Word, Excel, PowerPoint)
  • Organization, planning and prioritization skills.
  • Strong analytical, problem solving and judgment skills.
  • Ability to handle deadlines and work under pressure at times.
  • Strong customer service orientation.
  • Commitment to company values.
  • Availability to work additional hours when needed.

ESSENTIAL DUTIES AND REPONSIBILITIES

  • Compile captive financial and claims data related analysis and reporting.
  • Perform a detailed review of financial statements.
  • Prepare captive related PowerPoint presentations.
  • Liaison between the preparers of the financial statements and the Finance VPs.
  • Prepare, review, and send out monthly Loss History Analysis (LHA) reports as required on specific captive programs.
  • Prepare and update various internal workpapers and reports.
  • Highlight discrepancies and/or concerns to appropriate management.
  • Assist Finance VPs in board book preparation and reports, as well as departmental organizational needs.
  • Complete all data preparation and reviews by the specific dates outlined.
  • Communicate as needed with internal groups.
  • Perform other related duties incidental to the work described herein.

PRIORITIES: Organizational, planning, and prioritization skills, Data accuracy and timeliness, Communication, Customer Service.

Captive Resources, LLC

About Captive Resources, LLC

For four decades, Captive Resources has provided mid-market companies the ability to become insurance company owners rather than insurance buyers and to lower their total cost of risk. We do this through the creation, development, and oversight of member-owned group captive insurance companies.

Captive Resources currently advises more than 50 casualty and medical stop loss group captives comprised of over 7,300 member-companies and $5.4 billion in annual premium. We support every aspect of the captives we advise, from claims advocacy to operational oversight, risk management, financial services, regulatory compliance, investment services, and more. In addition, Captive Resources has two subsidiaries: Kensington Management Group, Ltd., a full-service captive management firm, and Edgewater Actuarial Insights, LLC, an independent actuarial and management consulting firm servicing the specialized actuarial needs of the captive insurance industry.

Statement on Diversity, Equity, and Inclusion: At Captive Resources, we believe that our colleagues deserve fairness, respect, inclusivity, and belonging. We encourage different perspectives, unique ways of thinking, fearless collaboration, and positive communication. Our differences have made us strong and successful, and we embrace diversity, equity, and inclusion. We celebrate our people every day because they are the heart of our company.

Captive Resources is proud to be an Equal Opportunity Employer. We prohibit discrimination in employment with respect to any term or condition of employment, including hiring, compensation, advancement, discipline, or termination for our applicants and colleagues.

Industry
Finance & Insurance
Company Size
501-1,000 employees
Headquarters
Itasca, Illinois
Year Founded
1986
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