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About Us
Curi is a full-service advisory firm that serves physicians and medical practices. Equal parts fierce physician advocates, smart business leaders, and thoughtful partners, Curi’s advisory, capital, and insurance offerings deliver valued advice that is grounded in client priorities and elevated by their outcomes. From data-driven advisory services to private wealth offerings, to tailored medical malpractice insurance solutions and beyond, we deliver performance that is time-tested and trusted—in medicine, business, and life.
The Role
We’re looking for a detail-oriented and driven individual to work in our Finance department as a Senior Accountant. Reporting to our Accounting and Budgeting Manager, you are responsible for processing and maintaining the Company’s investment accounting function and assisting in the preparation of the GAAP and statutory financial reports. You will also assist in the examination by outside financial auditors and support the loss and premium analysis, month-end close, and reinsurance reporting.
Key Result Areas
Investment Accounting
Prepare and reconcile the monthly investment reports, analyses, and journal entries
Coordinate investment accounting process with outsourced investment accounting firm and investment managers and advisors
Other Accounting
Complete the monthly premium and loss journal entries, reconciliations, and reports
Complete the monthly premium tax journal entry
Prepare the company’s premium tax returns and estimated quarterly payments to the various state insurance departments
Complete the monthly reinsurance premium and loss journal entries and reports
Complete and reconcile the monthly agent commission reports
Run third-party administrator claim reports and invoices, review and send to appropriate policyholders
Financial Reporting
Assist in statutory financial reporting compliance with the NAIC, A.M Best, and various state insurance departments
Assist in audits completed by outside financial examiners
Prepare lead schedules and assist with the preparation of GAAP and STAT workpapers and audit reports
File medical malpractice reports to the applicable states
Budgeting
Assist with the development of the direct expense, rent, depreciation budgets, and other items as needed
Financial Analysis
Assist with the operating expense reports and analysis and compare to budget and prepare memos for senior leadership describing any significant variances
Prepare monthly premium and loss analysis reports and explain any significant variances to management
Track and maintain the policy retention and new business reports
Ensure data integrity on existing reports
Work with the IT department on developing new reports as needed
Skills
Advanced knowledge of MS Excel along with working knowledge of MS Word
Ability to manage multiple priorities while meeting deadlines
Highly detail-oriented and organized
Ability to readily understand client/server-based core operating systems
Superior analytical and problem-solving skills
Qualifications
A bachelor’s degree in accounting or finance is required
Two (2) to four (4) years of accounting and financial reporting experience in the property and casualty insurance industry is preferred
Prior experience with insurance accounting software applications and insurance company statutory reporting is preferred
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