What are the responsibilities and job description for the Sr. Accountant position at Higginbotham?
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
- 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
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
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.