Assistant Controller / Sr. Accountant

Assistant Controller / Sr. Accountant

Higginbotham is currently seeking a Sr. Accountant for the Louisville, KY office. This role will be responsible for the day-to-day internal operations of the Captive Department, and accounting team support as needed.

Essential Functions and Tasks :

• Perform internal accounting operations of the captive department including :
• Processing invoices, recording deposits and recording monthly adjustments
• Review and reconcile monthly investment activity
• Prepare monthly financial statements and bank reconciliations
• Prepare quarterly and annual regulatory reports
• Coordinate tax return preparation with external CPA firm
• Review annual tax returns
• Documentation of workflows and standard operating procedures / internal controls
• Monitor cash flows and cash requirements
• Coordinate and supervise external audits of captives
• Develop and maintain proactive communication level with clients and other associates.
• Board and Association Support
• Assist in new captive formations
• Attend education classes, seminars, workshops, etc., in combination with individual study programs or industry periodicals to expand knowledge and skills of the unit.
• Establish, implement and monitor systems and procedures to :
• Ensure timely client reporting and communication;
• Comply with regulatory requirements;
• Develop and deliver a service plan tailored to clients' needs and coordinate the services with other US&C departments and vendors
• Standardize file organization

Skills and Abilities :

Core Competencies :

Experience and Education :

Licensing and Credentials :

Systems :

Physical Requirements :

Notice to Recruiters and Staffing Agencies : To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.