At Innovative Captive Strategies, we specialize in providing tailored captive insurance solutions to meet the unique needs of our clients. Our team is dedicated to excellence, innovation, and building meaningful relationships with our clients.
We are looking to add a Sr. Financial Analyst to join our Innovative Captive Strategies team in Waukee, IA to perform financial analysis for captives in line with HMA’s objectives and procedures.
Key Responsibilities:
- Compile, review, and assemble fiscal and interim financial reports.
- Present financial information to Committees and Boards.
- Prepare/review monthly, quarterly, and semi-annual financial reports.
- Monitor and evaluate cash and investment balances.
- Prepare financial statements, journal entries, and monitor investments.
- Complete actuarial reviews, tax returns, and audits.
- Delegate tasks to other Financial Analysts.
- Ensure compliance with bank covenants and insurance carrier requirements.
- Prepare budgets, distribution recommendations, and financial projections.
- Implement new accounting, tax, and regulatory requirements.
- Handle special projects as requested.
Skills & Abilities:
- High accuracy and attention to detail.
- Discretion in confidential matters and independent judgment.
- Proficient in EXCEL, WORD, and other accounting software.
- Ability to manage multiple tasks during peak periods.
- Strong analytical and procedural implementation skills.
- Commitment to continuing education and relevant designations.
- Physical ability to exert minimal force occasionally.
- Knowledge of HMA’s Client Privacy Policy, HIPAA, and E&O procedures.
Qualifications:
- Education: Accounting degree; CPA or CFA preferred.
- Experience: 5+ years in accounting, preferably in insurance; offshore banking experience a plus.
Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as:
- Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
- Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
- 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
- Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
- Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
- DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
- Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.
- Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!
Holmes Murphy & Associates is an Equal Opportunity Employer.
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