Senior Financial Professional

3 weeks ago


Phoenix, Arizona, United States GPW and Associates, Inc. Full time

GPW and Associates, Inc. is a premier provider of management, accounting, and tax compliance services for captive insurance in various industries. We are seeking an experienced Senior Financial Professional to join our team as a Captive Insurance Advisor. This role involves assisting in the development and maintenance of domestic and offshore captive insurance companies.

The ideal candidate will have at least 2 years of professional experience in finance, accounting, or auditing. A Master's or Bachelor's degree in Finance, Accounting, or Economics is required. Additional certifications such as CPA and/or ACI are highly valued. The successful candidate must possess excellent communication skills, be highly organized, and thrive in a fast-paced environment.

We offer a competitive salary range of $85,000 - $110,000 per year, depending on experience, plus industry-leading benefits including medical and dental coverage, 401(k) plan with company match, profit sharing, and tuition reimbursement. Our hybrid work environment provides the flexibility to balance work and personal life.

The primary responsibilities of this role include preparing financial statements, reconciling cash and investment accounts, planning and coordinating annual financial audits, and ensuring ongoing compliance with domicile captive insurance regulations. The successful candidate will also be responsible for tracking and reconciling claims activity, maintaining client files, and preparing meeting materials.

  • Salary Range: $85,000 - $110,000 per year
  • Required Experience: At least 2 years of professional experience in finance, accounting, or auditing
  • Educational Requirements: Master's or Bachelor's degree in Finance, Accounting, or Economics


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