Accounting Manager Job at Davies US LLC in Williston

Imagine being part of a team that’s not just shaping the future but actively driving it. At Davies North America, we’re at the forefront of innovation and excellence, blending cutting-edge technology with top-tier professional services. As a vital part of the global Davies Group, we help businesses navigate risk, optimize operations, and spearhead transformation in the insurance and regulated sectors.

We're on the lookout for a Accounting Manager. As a Accounting Manager you will oversee a team of account managers and staff and accountants, working closely with them to ensure excellent client service. Reporting to the Vice President, you will be responsible for the day-to-day management of an increasingly complex portfolio of captive insurance clients, including risk retention groups and/or other complex structures, the number of which varies depending on complexity of the accounts, as well as serving as a mentor and resource to the Account Managers and Staff Accountants.

Responsibilities and Duties

• Serve as principal client liaison
• Supervise, train, mentor and serve as a resource to Account Managers and Staff Accountants, to include periodic performance reviews. May include staff in remote locations
• Be the office leader regarding all account management and administrative staff working in designated offices, with the exception of functions/operations staff members, e.g. HR, Corporate Accounting & Finance and IT. This includes oversight and responsibility of all staff, including performance evaluations.
• Ensure designated offices are supported by appropriate resources and there is a consistent review process in place for all managed clients to meet all financial and regulatory requirements
• Preparation of periodic financial statement packages tailored to individual client needs and completion of self-review
• Preparation of quarterly and annual NAIC statements (if applicable)
• Preparation of Annual Statement/Report start to finish
• Preparation of written analysis of financial statements
• Planning and coordination of annual audit and actuarial review
• Maintain up to date knowledge of accounting, insurance and regulatory issues affecting captives
• Review of premium tax returns
• Monitor compliance with regulations and advise clients of changes as necessary
• Preparation of regulatory correspondence, to include monitoring any changes in business plan
• Act as liaison with captive’s legal, actuarial, audit and other service providers
• Independent preparation and presentation of materials at Board Meetings
• Coordination and planning of annual (or more frequent) Board Meetings
• Ensure Account Manager, Staff Accountant and/or Vice President are copied on all relevant correspondence
• Involvement in emerging and technical issues and serving as a resource for dissemination of this information
• Ability to review complex financial statement packages and prepare accompanying supervisory checklist
• Maintain client confidentiality
• Exhibit company values of We are Dynamic, We are Innovative, We are Connected, and We Succeed Together
• Perform other duties as assigned

This role is a full-time, hybrid position based in Williston, VT.

Your Expertise, Skills, and Abilities

• 5 years statutory or alternative market insurance account experience
• Bachelor’s Degree or higher with a concentration in accounting or relevant equivalent experience
• Achievement of Associate in Captive Insurance or similar designation
• Able to manage complex captive insurance portfolio with little supervision
• Able to handle client issues independently
• Demonstrated ability to manage a varied portfolio of clients, some of which have a higher degree of complexity
• Advanced proficiency in software (Word, Excel, Outlook and QuickBooks)

Benefits

At Davies North America, we are dedicated to supporting the well-being and future of our qualifying employees. Our comprehensive benefits package includes:

• Medical, dental, and vision plans to ensure your health and that of your family.
• A 401k plan with employer matching to help you build a secure financial future.
• Our time-off policies, including Discretionary Time Off for exempt employees and Paid Time Off (PTO) package for non-exempt employees, reflect our commitment to promoting a healthy work environment.
• Paid holidays.
• Life insurance and both short-term and long-term disability plans, providing essential financial protection for you and your loved ones.

Diversity and Inclusion

Davies is dedicated to fostering a diverse and inclusive workplace that embraces a wide range of perspectives and experiences. We believe that diversity of thought is essential for innovation and creativity, and we actively promote an environment where all voices are valued and heard.