Senior Account Executive

MDD Forensic Accountants

Senior Account Executive managing complex captive insurance portfolios and mentoring staff accountants. Ensuring compliance and high-quality service standards for clients.

Posted 5/11/2026full-timeHome • Alabama • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Responsible for the delivery of high-quality service, ensuring that all client service standards are met for portfolio of captive clients
Responsible for adherence to established regulatory, company and client timelines and deadlines
Responsible for following established guidelines, checklists and procedures, ensuring that managed companies remain compliant and internal controls are followed.
Responsible for enforcing said guidelines, checklists and procedures with managed staff
Supervise, train, mentor and serve as a resource to Staff Accountants
Preparation of periodic financial statement packages tailored to individual client needs and completion of self-review
Preparation of quarterly and annual NAIC statements
Preparation of written analysis of financial statements
Planning and coordination of annual audit and actuarial review
Maintain up to date knowledge of accounting, insurance and regulatory issues affecting captives

Requirements

What you’ll need

Bachelor’s Degree or higher with a concentration in Accounting or relevant equivalent experience
CPA or CPA candidate
5 – 10 years of general accounting knowledge
Achievement of Associate in Captive Insurance or similar designation
Up to date knowledge of GAAP and insurance accounting principles
Accounting research capability
5 years statutory or alternative market insurance account experience
Advanced proficiency in software (Word, Excel, Outlook and QuickBooks)

Benefits

Comp & perks

Davies are committed to being a diverse and inclusive workplace. We welcome candidates of all genders, gender identity and expression, neurodiversity, sexual orientation, disability, physical appearance, body size, race, age, nationality, and belief (or lack thereof).****Join us and enjoy our ever-evolving benefits, including but not limited to:
- Reward platform – discounts for over 800 retailers
- 25 days holiday (rising with service)
- Well-being centre
- Recognition programme
- Family friendly employer
- Pension - company contribution at 10%
- Life Assurance (10 x basic salary)
- Private medical with an annual health check
- Development, training, and professional qualification
- Employee volunteering programme

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial statement preparationaccounting researchGAAPinsurance accounting principlesstatutory accountingalternative market insurance accountingaudit planningactuarial review

Soft Skills

client servicesupervisiontrainingmentoringcommunication

Certifications

Bachelor’s Degree in AccountingCPAAssociate in Captive Insurance