Offer summary

Qualifications:

BS degree in Accounting or Finance preferred, 2+ years of accounting experience in a relevant industry, Thorough knowledge of accounting procedures and financial statements, Hands-on experience with QuickBooks and basic MS Excel skills..

Key responsibilities:

Maintain financials for several captive insurance companies on a monthly basis

Enter and reconcile bank transactions in QuickBooks

Prepare monthly journal entries and generate financials in accordance with GAAP

Respond to audit requests and assist with preparation of annual reports and 1099s.

Job description

Founded in 2010 and acquired by Risk Strategies in 2018, Oxford has earned the reputation as a leader in providing forward-thinking captive insurance solutions for our clients. Oxford has implemented over 1,000 total captives with a variety of structures and a broad range of insurance coverages. Oxford’s internal team of seasoned insurance and financial services professionals works together with the best-in-class external service providers (including actuaries, accountants, and attorneys) to provide bespoke alternative risk management solutions for our clients.

Primary Responsibilities and Duties:

Maintain the financials for several captive insurance companies domiciled in DE, TN, NC, and MT on a monthly basis.
Enter bank transactions into Quickbooks and reconcile bank accounts on a monthly basis.
Analyze monthly investment account statements, enter investment account transactions in Quickbooks and reconcile accounts on a monthly basis.
Prepare monthly journal entries in Quickbooks.
Generate monthly financials in accordance with GAAP.
Assist with preparation of 1099s.
Assist with preparation of annual reports.
Prepare surplus calculations to determine amount of available surplus for alternative investments and dividends.
Prepare bank transaction listings
Prepare investment calculations to determine amount available to be invested.
Timely respond to audit and examination requests from auditors and regulators.
Time Management
Detail Oriented
Communication Skills
Aptitude for Numbers
Quantative Skills

Requirements and Qualifications:

BS degree in Accounting/Finance (preferred)
2+ years accounting experience in a relevant industry (preferred)
Thorough knowledge of accounting procedures
Awareness of business trends
Familiarity with financial accounting statements
Experience with general ledger functions and the month-end/year-end close process
Hands-on experience with accounting software packages, such as QuickBooks
Basic MS Excel skills

Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, the firm serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.

Industry recognition includes being named a Best Places to Work in Insurance for five consecutive years (2018-2022) and to the Inc. 5000 list as one of America’s Fastest Growing Private Companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.

Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

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