Accounting Manager

Davies North America is looking for an experienced Accounting Manager to oversee a team of account managers and staff and accountants, working closely with them to ensure excellent client service. Reporting to the Vice President, you will be responsible for the day to day management of an increasingly complex portfolio of captive insurance clients, including risk retention groups and/or other complex structures, the number of which varies depending on complexity of the accounts, as well as serving as a mentor and resource to the Account Managers and Staff Accountants.

To be successful in this role, you need to be superb written and verbal communication skills conducted in a timely manner with diverse audiences, superior time management skills with capability of working with and meeting deadlines and exceptional capability to multi-task and prioritize with excellent organization and documentation skills in a fast-paced, dynamic work environment. You must have 5 years statutory or alternative market insurance account experience, bachelor’s Degree or higher with a concentration in accounting or relevant equivalent experience and achievement of Associate in Captive Insurance or similar designation. Additionally, you will need to exhibit discretion with sensitive and confidential information and display a comfort level working with key people at all levels within an organization. This role is a full-time, hybrid position based in Williston, VT.

Responsibilities and Duties

• Serve as principal client liaison
• Supervise, train, mentor and serve as a resource to Account Managers and Staff Accountants, to include periodic performance reviews. May include staff in remote locations
• Be the office leader regarding all account management and administrative staff working in designated offices, with the exception of functions/operations staff members, e.g. HR, Corporate Accounting & Finance and IT. This includes oversight and responsibility of all staff, including performance evaluations.
• Ensure designated offices are supported by appropriate resources and there is a consistent review process in place for all managed clients to meet all financial and regulatory requirements
• Preparation of periodic financial statement packages tailored to individual client needs and completion of self-review
• Preparation of quarterly and annual NAIC statements (if applicable)
• Preparation of Annual Statement/Report start to finish
• Preparation of written analysis of financial statements
• Planning and coordination of annual audit and actuarial review
• Maintain up to date knowledge of accounting, insurance and regulatory issues affecting captives
• Review of premium tax returns
• Monitor compliance with regulations and advise clients of changes as necessary
• Preparation of regulatory correspondence, to include monitoring any changes in business plan
• Act as liaison with captive’s legal, actuarial, audit and other service providers
• Independent preparation and presentation of materials at Board Meetings
• Coordination and planning of annual (or more frequent) Board Meetings
• Ensure Account Manager, Staff Accountant and/or Vice President are copied on all relevant correspondence
• Involvement in emerging and technical issues and serving as a resource for dissemination of this information
• Ability to review complex financial statement packages and prepare accompanying supervisory checklist
• Maintain client confidentiality
• Exhibit company values of We are Dynamic, We are Innovative, We are Connected, and We Succeed Together
• Perform other duties as assigned

Experience and Qualifications

Required

• 5 years statutory or alternative market insurance account experience
• Bachelor’s Degree or higher with a concentration in accounting or relevant equivalent experience
• Achievement of Associate in Captive Insurance or similar designation
• Able to manage complex captive insurance portfolio with little supervision

Preferred

• Able to handle client issues independently
• Demonstrated ability to manage a varied portfolio of clients, some of which have a higher degree of complexity
• Advanced proficiency in software (Word, Excel, Outlook and QuickBooks)

Knowledge, Skills, and Abilities

• Proactive, independent, dependable, and takes initiative with consistent follow through
• Superb written and verbal communication skills conducted in a timely manner with diverse audiences
• Superior time management skills with capability of working with and meeting deadlines
• Excellent team player with interpersonal skills
• High level attention to detail with ability to utilize decision making and problem-solving skills
• Capable of working collaboratively and independently with minimal supervision
• Exhibit discretion with sensitive and confidential information
• Display a comfort level working with key people at all levels within an organization
• Exceptional capability to multi-task and prioritize with excellent organization and documentation skills in a fast-paced, dynamic work environment

Essential Requirements

• Must have US work rights
• Must speak English
• 5 years statutory or alternative market insurance account experience
• Bachelor’s Degree or higher with a concentration in accounting or relevant equivalent experience
• Achievement of Associate in Captive Insurance or similar designation

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the individual for this job and are subject to change with or without notice.

Diversity and Inclusion

Davies is committed to being a diverse and inclusive workplace. We welcome candidates of all genders, gender identity and expression, neurodiversity, sexual orientation, disability, physical appearance, body size, race, age, nationality, and belief (or lack thereof).

Rewards and Recognition

We embrace innovation and run an annual competition available for all colleagues to submit their ideas. The top finalists travel to the current year’s competition site where they pitch their ideas to our investors. The winner receives funding to bring their idea to life and the runners up receive a reward for their involvement. Some of our colleagues have moved across into brand new positions to further develop their ideas/projects

Benefits

• Medical, dental, and vision plans
• 401k plan with employer matching
• Discretionary Time Off (Vacation & Sick/Safety) and Paid Holidays
• Life insurance, short term, and long-term disability plans
• Amazing Executive and Senior leadership as well as fabulous colleagues

Position Type, Work Environment and Physical Demands

This is a This role is a full-time, hybrid position based in Williston, VT, salaried, exempt position that predominantly operates remotely from a professional home-based office environment routinely using standard office equipment such as computers, phones, printers, photocopiers, and scanners and requires prolonged periods of sitting at a desk while working on a computer. While performing the duties of this job, the individual will be required to regularly hear and talk. This is a largely sedentary role requiring the ability to sit at a desk, reach outward, use a phone, have use of fingers to operate office equipment such as a keyboard, mouse, phone, printer, copier, and to reach above the head, bend, or stand as necessary.

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