Senior Associate, Finance & Accounting Outsourcing – Captive Insurance Industry

CBH

Senior Associate in finance and accounting outsourcing supporting captive insurance clients. Responsibilities include operational accounting and regulatory reporting.

Posted 7/30/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $103,000 - $134,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in accounting principles, including GAAP and statutory accounting, with a strong focus on captive insurance operations. Proficient in financial reporting, balance sheet reconciliations, and regulatory compliance, while effectively managing multiple client engagements.

Highest-signal resume keywords

GAAP AccountingCaptive Insurance OperationsFinancial ReportingBalance Sheet ReconciliationMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Journal EntriesLoss Reserves AccountingInvestment AccountingAccount ReconciliationsStatutory Accounting Principles1099 FilingsAccounting Controls ImplementationAnalytical Problem-SolvingAutomated Accounting SystemsSpreadsheet Applications

Soft Skills

Verbal CommunicationWritten CommunicationDetail-OrientedOrganizational SkillsTime Management

Tools & Technologies

QuickBooksSageMicrosoft Excel

Certifications & Qualifications

CPA License

Industry Keywords

Captive InsurancePremium Revenue RecognitionReinsurance ArrangementsClaims Data ReconciliationClient Engagement Management

About the role

Key responsibilities & impact

Prepare day-to-day and month-end accounting support including journal entries in key process areas: Premium revenue recognition, Loss reserves and IBNR accruals, Prepaid expenses and accrued liabilities, Cash and investment accounting, Account reconciliations and supporting schedules.
Perform complex balance sheet reconciliations and resolve reconciling items timely.
Assist with month-end, quarter-end, and year-end close processes for captive insurance clients.
Prepare and review monthly and quarterly financial reporting packages for management and boards.
Develop and maintain a strong understanding of each assigned client’s operations, captive structure, and accounting system.
Assist with statutory and GAAP-based financial reporting as applicable.
Support regulatory filings and compliance requirements for captive insurance entities, including coordination with captive manager team and domiciliary regulators.
Collaborate with actuaries and third-party administrators (TPAs) to support loss reserve analysis and claims data reconciliation.
Assist external auditors and tax advisors by preparing schedules, explanations, and supporting documentation for audits and tax filings.
Assist in the preparation and review of annual 1099 filings.
Recommend, design, and implement accounting controls, policies, and process improvements.
Communicate proactively with clients regarding accounting matters, deliverables, and timelines.

Requirements

What you’ll need

Bachelor’s degree in Accounting or a related field
3+ years of progressive accounting experience, preferably supporting insurance or captive insurance entities
Experience working with multiple clients or engagements in an outsourced or public accounting environment preferred
Proficiency with automated accounting systems and spreadsheet applications; experience with QuickBooks, Sage or similar general ledger systems preferred
Advanced proficiency in Microsoft Excel
Strong understanding of GAAP and statutory accounting principles (SAP)
Knowledge of captive insurance operations, including:
Premium and underwriting income
Loss reserves and claims-related accounting
Reinsurance and fronting arrangements
Investment accounting
Surplus, capital, and equity accounts.
Excellent verbal and written communication skills.
Highly detail-oriented with strong analytical and problem-solving abilities.
Proven ability to manage multiple engagements and competing deadlines.
Strong organizational and time-management skills.
Ability to work independently and collaboratively as part of a team.
Flexible and adaptable in a fast-paced, client-focused environment.
Demonstrated professionalism, strong ethics, and a calm demeanor under pressure.
CPA license preferred, but not required.

Benefits

Comp & perks

Competitive compensation and total rewards package focused on all aspects of wellbeing
Professional development opportunities
Flexible work arrangements