Captive Treasury Associate

The Captive Treasury Associate is responsible for analyzing financial data, preparing reports, and supporting the accounting team in various financial processes. This role includes assisting with month-end close activities, reconciliations, and ensuring compliance with accounting standards.

The Captive Treasury Associate will also provide insights into financial performance and support budgeting and forecasting efforts. Strong analytical skills, attention to detail, and a solid understanding of accounting principles are essential for success in this position.

Your Impact:

• Analyze financial data and prepare accurate reports for management.
• Assist with month-end close processes and reconciliations.
• Ensure compliance with GAAP and internal controls.
• Support budgeting and forecasting activities.
• Collaborate with team members to improve accounting processes.
• Provide insights into financial performance and variances.

Successful Candidates Will Have:

• Bachelor's degree in Accounting, Finance, or a related field.
• Experience in accounting or financial analysis is preferred.
• Basic knowledge of GAAP and accounting principles.
• Strong analytical and problem-solving skills.
• Proficiency in accounting software and Microsoft Excel.

Physical Demands and Work Environment:

The employee must be able to effectively manage the demands of a fast-paced work environment. This includes the ability to adapt to changing priorities, handle multiple tasks simultaneously, and maintain composure under pressure while meeting deadlines and performance expectations. This position requires the ability to sit and work at a computer for extended periods of time. The employee must be able to focus on tasks involving prolonged screen time and perform repetitive motions such as typing and mouse use in a standard office environment. Regular phone communication is an essential part of this role. The employee must be able to make and receive calls as part of their daily responsibilities, communicate effectively and professionally, and provide accurate information in a clear and courteous manner.

Risk Strategies is the 9th largest privately held U.S. 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, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.

Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Pay Range:

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.

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.

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