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Captive Resources, LLC · 3 weeks ago

Captive Finance Analyst

Itasca, IL

Full-time

Hybrid

Mid Level

3+ years exp

Captive Resources, LLC is seeking a Captive Finance Analyst to manage the preparation, review, and reconciliation of financial data for captive insurance companies. The role involves collaborating with Finance VPs and various departments to enhance customer service through data analytics and reporting.

Insurance

Growth Opportunities

Responsibilities

Compile captive financial and claims data related analysis and reporting

Perform a detailed review of financial statements

Prepare captive related PowerPoint presentations

Liaison between the preparers of the financial statements and the Finance VPs

Prepare, review, and send out monthly Loss History Analysis (LHA) reports as required on specific captive programs

Prepare and update various internal workpapers and reports

Highlight discrepancies and/or concerns to appropriate management

Assist Finance VPs in board book preparation and reports, as well as departmental organizational needs

Complete all data preparation and reviews by the specific dates outlined

Communicate as needed with internal groups

Perform other related duties incidental to the work described herein

Qualification

Financial analysisMicrosoft OfficeAnalytical skillsCommunication skillsCustomer serviceDetail orientedTeamworkProblem solvingOrganization skills

Required

Bachelor's Degree or equivalency in business administration, accounting, or finance related discipline

At least three (3) years of finance related experience

Works well independently and in a team environment

Detail oriented and high level of accuracy

Strong interpersonal and communication skills

Excellent written and verbal communication skills

Proficient experience in Microsoft Office (Word, Excel, PowerPoint)

Organization, planning and prioritization skills

Strong analytical, problem solving and judgment skills

Ability to handle deadlines and work under pressure at times

Strong customer service orientation

Commitment to company values

Availability to work additional hours when needed

Preferred

CPA is helpful but not required. CPA will be required for career progression

Company

Captive Resources, LLC

For four decades, Captive Resources has provided mid-market companies the ability to become insurance company owners rather than insurance buyers and to lower their total cost of risk.

Founded in 1986

Itasca, Illinois, USA

201-500 employees