Staff Accountant

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 detail-oriented and enthusiastic individual to work in our Finance department as a Staff Accountant. Reporting to our Controller, you will be responsible for processing and maintaining the Company's investment accounting function. You will assist in the preparation of the GAAP and statutory financial reports as well as the examination by outside financial auditors. You will also partake in the loss and premium analysis, month-end close, reinsurance reporting and tax accounting.

Key Result Areas

Investment accounting

• Prepare and reconcile the monthly investment reports, analyses and journal entries
• Coordinate investment accounting process with outsourced investment accounting firm and investment managers and advisors

Other Accounting

• Complete the monthly premium and loss journal entries, reconciliations, and reports
• Complete the monthly premium tax journal entry
• Prepare the company's premium tax returns and estimated quarterly payments to the various state insurance departments
• Complete the monthly reinsurance premium and loss journal entries and reports
• Complete and reconcile the monthly agent commission reports
• Assist in preparing federal and state income tax returns
• Track and maintain the deductible recovery report and work with the Claim team on monitoring outstanding deductibles
• Run third party administrator claim reports and invoices, review and send to appropriate policyholders
• Assist with the development of the direct expense, rent, depreciation budgets and other items as needed.

Financial Reporting

• Assist in statutory financial reporting compliance with the NAIC, A.M Best, and various state insurance departments
• Assist in audits completed by outside financial examiners
• Prepare lead schedules and assist with the preparation of GAAP and STAT workpapers and audit reports.

Financial Analysis

• Prepare monthly premium and loss analysis reports and explain any significant variances to management
• Track and maintain the policy retention and new business reports
• Ensure data integrity on existing reports
• Work with the IT department on developing new reports as needed

Skills

• Prior experience with insurance accounting software applications and insurance company statutory reporting preferred
• Highly detail-oriented and organized
• Strong problem-solving and analytical skills
• Ability to manage multiple priorities while meeting deadlines
• Ability to readily understand client/server-based core operating systems
• Advanced knowledge of MS Excel along with working knowledge of MS Word

Qualifications

• Bachelor's degree in accounting or finance required
• 1+ years of accounting and financial reporting experience preferably in the property and casualty insurance industry