Bermuda TAC

This job is with WTW, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

Description

Principal Duties and Responsibilities:

Primary Responsibilities Include

• Preparation of financial statements as well as client financial and management accounting
• Managing and over-seeing regulatory and compliance issues
• Preparation of Board Packs and client bench-marking analysis
• Reviewing new client's business operations and work with the team that implements solutions
• Responding to and following up on queries by the captive account-holders
• Maintenance and development of various management information reports
  

Key Activities In The Job Include

• Preparation of Trial Balance, Income statement and Balance Sheet for Captive Insurance clients
• Planning and carrying out different accounting and financial activities like budgeting, forecasting,investment reconciliations, cash flow statement & bank account reconciliation
• Update notes to accounts, if and when required
• Calculating the unearned / un-expensed reinsurance reserve
• Calculating the Allocated Investment Income
• Posting journals, preparing reconciliation and review of balances
• Preparing management, statutory and regulatory reports
• Monitoring the shareholder/Inter-company loans - as per the respective state laws
• Monitor and report on activities and provide relevant management information
• Be system proficient with hands on experience on MS Office applications
• Liaise and attend meetings along with other company functions necessary to perform duties and organizational development
  

Qualifications

Top 5 Competencies

• Managing Stakeholders – Good to have
• Adjusting to change – Must have
• Structuring Task – Good to have
• Presentation skills– Good to have
• Investigating Issues & Evaluating Problems – Good to have
  

Required Skills And Qualifications

• CA Inter/CA Qualified– Must have
• Good communication Skill – Must have
• Self-driven, results-oriented with a positive outlook and a clear focus on high quality – Good to have
• Advanced spreadsheet skills (MS Excel) – Good to have
• A forward planner who can critically assess his / her own performance– Good to have
• Mature, credible and comfortable in dealing with senior company executives– Good to have
• Emphatic communicator, ability to see things from the other person's point of view – Must have
• Presentable and businesslike– Good to have
• Sufficiently mobile and flexible to travel to the US, UK or other domicile locations – Must have
• Keen for new experience, responsibility, accountability and professional development– Good to have
• Able to get on with others; be a team-player – Good to have
• Willing to work in shifts – Must have