Senior Financial Leader
1 week ago
Estimated Salary: $90,000 - $120,000 per annum.
As a Senior Financial Leader at IDEX Consulting, you will lead client service teams in financial reporting, compliance, and insurance. You will have direct contact with client contacts within corporate controllership, risk management, tax, legal, and other departments, as well as auditors, actuaries, investment managers, etc.
Duties will include:
- Leading all aspects of the financial reporting for client accounts and serving as the primary contact for individuals from various departments.
- Driving communication & processes for client service teams to ensure quality and timeliness of financial reporting and regulatory filings.
- Mentoring and developing accounting team members.
- Coordinating efforts with outside service providers to meet client needs.
- Communicating and implementing business plan changes with State regulators.
- Preparing and presenting materials during client board meetings.
Required Skills and Qualifications:
- Proven experience within Senior accounting/finance roles, preferably within Captive Management and/or Insurance.
- Accounting degree, CPA or insurance designation(s) is advantageous, but not essential.
- Bachelor's degree in or equivalent years of industry experience.
- Consistent track record of increasing efficiency and improving methods and approaches.
- Proficiency in working with Microsoft Office Suite.
- Demonstrated effectiveness in presentations to clients.
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