Financial Coordinator

2 days ago


Itasca, Illinois, United States Captive Resources Full time

Job Summary: We are seeking a highly skilled Financial Coordinator to join our team at Captive Resources. The successful candidate will be responsible for coordinating the efforts of various financial service providers to complete all financial statements and related reporting.

Key Responsibilities:

  • Coordinate the efforts of financial service providers to complete financial statements and reporting
  • Review and analyze complex financial statements and reports
  • Drive supplemental activities to assist captive executives and develop financial analysis presentations
  • Communicate with shareholders and service providers
  • Liaise with insurance managers and external auditors

Requirements:

  • Bachelor's degree in Accounting, Finance, or Business
  • At least 7 years of experience in finance or accounting
  • CPA certification
  • Excellent communication and social skills
  • Ability to work unsupervised and prioritize workload

Travel Requirements: This role requires travel, both domestically and internationally, for client meetings and presentations.



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