Job Description

202503347 India Bevorzugt

Description

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Principal Duties and Responsibilities:

The job entails servicing responsibility for a portfolio of captive insurance clients and the provision of technical insurance support across the team. There is also the opportunity to get involved in our captive consulting and new business activity.



Primary responsibilities include:


Preparation of financial statements as well as client financial and management accounting

Managing and over-seeing regulatory and compliance issues

Preparation of Board Packs and client bench-marking analysis

Reviewing new client's business operations and work with the team that implements solutions

Responding to and following up on queries by the captive account-holders

Maintenance and development of various management information reports

Key activities in the job include:

Preparation of Trial Balance, Income statement and Balance Sheet for Captive Insurance clients

Planning and carrying out different accounting and financial activities like budgeting, forecasting,investment reconciliations, cash flow statement & bank account reconciliation

Update notes to accounts, if and when required

Calculating the unearned / un-expensed reinsurance reserve

Calculating the Allocated Investment Income

Posting journals, preparing reconciliation and review of balances

Preparing management, statutory and regulatory reports

Monitoring the shareholder/Inter-company loans - as per the respective state laws

Monitor and report on activities and provide relevant management information

Be system proficient with hands on experience on MS Office applications

Liaise and attend meetings along with other company functions necessary to perform duties and organizational development

Qualifications

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Top 5 Competencies

Managing Stakeholders - Good to have

Adjusting to change - Must have

Structuring Task - Good to have

Presentation skills- Good to have

Investigating Issues & Evaluating Problems - Good to have

Required Skills and Qualifications:

CA Inter/CA Qualified- Must have

Good communication Skill - Must have

Self-driven, results-oriented with a positive outlook and a clear focus on high quality - Good to have

Advanced spreadsheet skills (MS Excel) - Good to have

A forward planner who can critically assess his / her own performance- Good to have

Mature, credible and comfortable in dealing with senior company executives- Good to have

Emphatic communicator, ability to see things from the other person's point of view - Must have

Presentable and businesslike- Good to have

Sufficiently mobile and flexible to travel to the US, UK or other domicile locations - Must have

Keen for new experience, responsibility, accountability and professional development- Good to have

Able to get on with others; be a team-player - Good to have

* Willing to work in shifts - Must have