IDEX Consulting
Overview
As a Senior Accounting Manager, you will lead client service teams and will be a key contributor to our operational success. You will have direct contact with client contacts within the corporate controllership, risk management, tax, legal and other departments, as well as Auditors, Actuaries, Investment Managers, etc. Responsibilities
Oversee the financial reporting for a portfolio of client accounts and serve as the primary contact for individuals from various departments such as risk management, corporate controllership, tax, legal, etc. Lead client service teams for a portfolio of clients, ensuring quality and timeliness of financial reporting and regulatory filings Mentor and develop accounting team members Coordinate efforts with outside service providers, including Actuaries, Auditors, Investment Managers, Brokers, Claims Adjusters and outside Counsel to proactively meet client needs Communicate and execute business plan changes with state regulators Prepare and present materials during client board meetings Skills and experience that will lead to success
Bachelor of Accounting degree or captive insurance experience is required CPA or equivalent or CPA candidate a plus, but not required Prior experience with captive management is highly desirable (Re)Insurance accounting experience is essential Insurance designation(s) a plus, but not required Ability to lead a team of financial services professionals, with a dedicated management approach is essential Demonstrated ability to increase productivity and improve methods and approaches Ability to develop good working relationships within the network and industry Ability to research, discuss and implement revised or new accounting guidelines or regulatory requirements Diversity, Equity and Inclusion
Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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As a Senior Accounting Manager, you will lead client service teams and will be a key contributor to our operational success. You will have direct contact with client contacts within the corporate controllership, risk management, tax, legal and other departments, as well as Auditors, Actuaries, Investment Managers, etc. Responsibilities
Oversee the financial reporting for a portfolio of client accounts and serve as the primary contact for individuals from various departments such as risk management, corporate controllership, tax, legal, etc. Lead client service teams for a portfolio of clients, ensuring quality and timeliness of financial reporting and regulatory filings Mentor and develop accounting team members Coordinate efforts with outside service providers, including Actuaries, Auditors, Investment Managers, Brokers, Claims Adjusters and outside Counsel to proactively meet client needs Communicate and execute business plan changes with state regulators Prepare and present materials during client board meetings Skills and experience that will lead to success
Bachelor of Accounting degree or captive insurance experience is required CPA or equivalent or CPA candidate a plus, but not required Prior experience with captive management is highly desirable (Re)Insurance accounting experience is essential Insurance designation(s) a plus, but not required Ability to lead a team of financial services professionals, with a dedicated management approach is essential Demonstrated ability to increase productivity and improve methods and approaches Ability to develop good working relationships within the network and industry Ability to research, discuss and implement revised or new accounting guidelines or regulatory requirements Diversity, Equity and Inclusion
Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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