Constellation Is Now Curi
Senior Accountant
Constellation Is Now Curi, Minneapolis, Minnesota, United States, 55400
About Us
Curi is a full-service advisory firm that serves physicians and medical practices. Equal parts fierce physician advocates, smart business leaders, and thoughtful partners, Curi’s advisory, capital, and insurance offerings deliver valued advice that is grounded in client priorities and elevated by their outcomes. From data-driven advisory services to private wealth offerings, to tailored medical malpractice insurance solutions and beyond, we deliver performance that is time-tested and trusted—in medicine, business, and life.
The Role
We’re looking for a detail-oriented and driven individual to work in our Finance department as a Senior Accountant. Reporting to our Accounting and Budgeting Manager, you are responsible for processing and maintaining the Company’s investment accounting function and assisting in the preparation of the GAAP and statutory financial reports. You will also assist in the examination by outside financial auditors and support the loss and premium analysis, month-end close, and reinsurance reporting.
Key Result Areas
Investment Accounting
Prepare and reconcile the monthly investment reports, analyses, and journal entriesCoordinate investment accounting process with outsourced investment accounting firm and investment managers and advisorsOther Accounting
Complete the monthly premium and loss journal entries, reconciliations, and reportsComplete the monthly premium tax journal entryPrepare the company’s premium tax returns and estimated quarterly payments to the various state insurance departmentsComplete the monthly reinsurance premium and loss journal entries and reportsComplete and reconcile the monthly agent commission reportsRun third-party administrator claim reports and invoices, review and send to appropriate policyholdersFinancial Reporting
Assist in statutory financial reporting compliance with the NAIC, A.M Best, and various state insurance departmentsAssist in audits completed by outside financial examinersPrepare lead schedules and assist with the preparation of GAAP and STAT workpapers and audit reportsFile medical malpractice reports to the applicable statesBudgeting
Assist with the development of the direct expense, rent, depreciation budgets, and other items as neededFinancial Analysis
Assist with the operating expense reports and analysis and compare to budget and prepare memos for senior leadership describing any significant variancesPrepare monthly premium and loss analysis reports and explain any significant variances to managementTrack and maintain the policy retention and new business reportsEnsure data integrity on existing reportsWork with the IT department on developing new reports as neededSkills
Advanced knowledge of MS Excel along with working knowledge of MS WordAbility to manage multiple priorities while meeting deadlinesHighly detail-oriented and organizedAbility to readily understand client/server-based core operating systemsSuperior analytical and problem-solving skillsQualifications
A bachelor’s degree in accounting or finance is requiredTwo (2) to four (4) years of accounting and financial reporting experience in the property and casualty insurance industry is preferredPrior experience with insurance accounting software applications and insurance company statutory reporting is preferred
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Curi is a full-service advisory firm that serves physicians and medical practices. Equal parts fierce physician advocates, smart business leaders, and thoughtful partners, Curi’s advisory, capital, and insurance offerings deliver valued advice that is grounded in client priorities and elevated by their outcomes. From data-driven advisory services to private wealth offerings, to tailored medical malpractice insurance solutions and beyond, we deliver performance that is time-tested and trusted—in medicine, business, and life.
The Role
We’re looking for a detail-oriented and driven individual to work in our Finance department as a Senior Accountant. Reporting to our Accounting and Budgeting Manager, you are responsible for processing and maintaining the Company’s investment accounting function and assisting in the preparation of the GAAP and statutory financial reports. You will also assist in the examination by outside financial auditors and support the loss and premium analysis, month-end close, and reinsurance reporting.
Key Result Areas
Investment Accounting
Prepare and reconcile the monthly investment reports, analyses, and journal entriesCoordinate investment accounting process with outsourced investment accounting firm and investment managers and advisorsOther Accounting
Complete the monthly premium and loss journal entries, reconciliations, and reportsComplete the monthly premium tax journal entryPrepare the company’s premium tax returns and estimated quarterly payments to the various state insurance departmentsComplete the monthly reinsurance premium and loss journal entries and reportsComplete and reconcile the monthly agent commission reportsRun third-party administrator claim reports and invoices, review and send to appropriate policyholdersFinancial Reporting
Assist in statutory financial reporting compliance with the NAIC, A.M Best, and various state insurance departmentsAssist in audits completed by outside financial examinersPrepare lead schedules and assist with the preparation of GAAP and STAT workpapers and audit reportsFile medical malpractice reports to the applicable statesBudgeting
Assist with the development of the direct expense, rent, depreciation budgets, and other items as neededFinancial Analysis
Assist with the operating expense reports and analysis and compare to budget and prepare memos for senior leadership describing any significant variancesPrepare monthly premium and loss analysis reports and explain any significant variances to managementTrack and maintain the policy retention and new business reportsEnsure data integrity on existing reportsWork with the IT department on developing new reports as neededSkills
Advanced knowledge of MS Excel along with working knowledge of MS WordAbility to manage multiple priorities while meeting deadlinesHighly detail-oriented and organizedAbility to readily understand client/server-based core operating systemsSuperior analytical and problem-solving skillsQualifications
A bachelor’s degree in accounting or finance is requiredTwo (2) to four (4) years of accounting and financial reporting experience in the property and casualty insurance industry is preferredPrior experience with insurance accounting software applications and insurance company statutory reporting is preferred
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