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Captive Specialist

Job description

As a Senior Accountant, you will lead client service teams and be responsible for the financial and the regulatory reporting of a portfolio of captive insurance companies. You will regularly interact with senior professionals from a diverse client base, and you will have the opportunity to help our clients with unique solutions.

  • Leading all aspects of the financial reporting for client accounts
  • Serving as the primary contact for individuals from various departments, such as risk management, corporate controllership, tax, legal, etc.
  • Develop processes for client service teams in order to ensure quality and timeliness of financial reporting and regulatory filings
  • Mentor and develop accounting team members
  • Coordinate efforts with outside service providers, including actuaries, auditors, investment managers, brokers, claims adjusters and outside counsel to proactively meet client needs
  • Strategise with clients on how best to optimise their captive insurance company and help develop solutions to complex client problems.
  • Prepare and present materials during client board meetings



Skills and experience that will lead to success

  • Strong accounting skills - essential
  • Proven experience in senior accounting/finance roles, preferably within Captive Management and/or Insurance
  • Accounting degree is essential, CPA is desired.
  • Attention to detail and can work independently and as a team member.
  • Proficiency in working with Microsoft Office Suite
  • Demonstrated effectiveness in presentations to clients
  • Strong critical thinking skills

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.