Senior Associate, Finance & Accounting Outsourcing (Captive Insurance Industry) Remote Remote - United States Full time JR100607 Cherry Bekaert, a full-service accounting and advisory firm, is seeking an Experienced Captive Manager and Accountant to join our Finance & Accounting Outsourcing (FAO) practice, supporting clients in the Captive Insurance industry. This role is critical in delivering high-quality outsourced accounting and regulatory filing services across multiple client engagements, with responsibilities for day-to-day accounting and reporting as well as with captive operations and monthly, quarterly, and annual close activities. The Experienced Senior Accountant will support captive insurance entities with all facets of operational accounting, including general ledger, accounts payable, accounts receivable, payroll coordination, and account reconciliations. The role also is integral in the preparation of monthly and quarterly financial packages (Balance Sheet, Income Statement, and supporting schedules), regulatory reporting, and month-end and year-end financial statements. This position offers the opportunity to work closely with clients, other captive manager team members, actuaries, and external auditors while mentoring staff and contributing to process improvement initiatives. Experienced Senior Accountant Responsibilities - Prepare day-to-day and month-end accounting support including journal entries in key process areas: - Premium revenue recognition - Loss reserves and IBNR accruals - Prepaid expenses and accrued liabilities - Cash and investment accounting - Account reconciliations and supporting schedules - Perform complex balance sheet reconciliations and resolve reconciling items timely. - Assist with month-end, quarter-end, and year-end close processes for captive insurance clients. - Prepare and review monthly and quarterly financial reporting packages for management and boards. - Develop and maintain a strong understanding of each assigned client’s operations, captive structure, and accounting system. - Assist with statutory and GAAP-based financial reporting as applicable. - Support regulatory filings and compliance requirements for captive insurance entities, including coordination with captive manager team and domiciliary regulators. - Collaborate with actuaries and third-party administrators (TPAs) to support loss reserve analysis and claims data reconciliation. - Assist external auditors and tax advisors by preparing schedules, explanations, and supporting documentation for audits and tax filings. - Assist in the preparation and review of annual 1099 filings. - Recommend, design, and implement accounting controls, policies, and process improvements. - Communicate proactively with clients regarding accounting matters, deliverables, and timelines. Supervisory Responsibilities - Review and supervise Staff Accountants’ work, including journal entries, reconciliations, and operational accounting activities. - Coach and mentor staff through engagement execution and professional development. - Distribute client requests and projects to team members and manage deadlines across multiple engagements. - Ensure quality, accuracy, and timeliness of deliverables in a fast-paced, client-service environment. Experienced Senior Accountant Requirements - Bachelor’s degree in Accounting or a related field. - 3+ years of progressive accounting experience, preferably supporting insurance or captive insurance entities. - Experience working with multiple clients or engagements in an outsourced or public accounting environment preferred. - Proficiency with automated accounting systems and spreadsheet applications; experience with QuickBooks, Sage or similar general ledger systems preferred. - Advanced proficiency in Microsoft Excel. - Strong understanding of GAAP and statutory accounting principles (SAP). - Knowledge of captive insurance operations, including: - Premium and underwriting income - Loss reserves and claims-related accounting - Reinsurance and fronting arrangements - Investment accounting - Surplus, capital, and equity accounts - Excellent verbal and written communication skills. - Highly detail-oriented with strong analytical and problem-solving abilities. - Proven ability to manage multiple engagements and competing deadlines. - Strong organizational and time-management skills. - Ability to work independently and collaboratively as part of a team. - Flexible and adaptable in a fast-paced, client-focused environment. - Demonstrated professionalism, strong ethics, and a calm demeanor under pressure. - CPA license preferred, but not required. What you can expect from us: - Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect - The opportunity to innovate and do work that motivates and engages you - A collaborative environment focused on enabling you to further your career growth and continuous professional development - Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing - Flexibility to do impactful work and the time to enjoy your life outside of work - Opportunities to connect and learn from professionals from different backgrounds and with different cultures Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognizes the value our people bring to our clients and our Firm. The salary range for this position is listed below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. Pay Range: Pay from: 103k to 134k

Finance & Accounting Outsourcing (Advisory) - Construction and Real Estate Manager Remote Remote - United States Full time JR100581 Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. Cherry Bekaert is a full-service public accounting and consulting firm. With growing industry expertise, a strong support system, and our team’s shared values, we encourage you to choose the path that best suits you because at Cherry Bekaert, your career is about you. Join the Firm that recognizes the power of the individual. What your days look like: You support the performance of construction and real estate accounting outsourced engagements by managing and delivering timely and accurate accounting services including managing onshore and offshore teams to provide transaction processing, month end close, financial statement preparation, and on-demand accounting support. A significant portion of the work performed centers in and around solving accounting and financial reporting challenges. You will also play a key role in expanding our accounting advisory services to both existing and new Cherry Bekaert clients. As a Construction and Real Estate Manager , you will be responsible for performing specific engagement activities, leading discussions with client senior leadership, overseeing engagements and assisting with drafting deliverables. Specific responsibilities will include: - Plan, manage, and perform a variety of engagements including but not limited to: oversee daily accounting services, monthly accounting close, preparation and review of financial statements and provide ongoing best practice and accounting support - Engagement management including assessing and evaluating client accounting challenges, developing tailored advisory solutions, and establishing the timeline and scope of engagements. - Responsible for providing status updates to client leadership on the current status of tasks and any findings or recommendations identified - Identify best practice or other recommendations in clients account reconciliation or other financial processes and develop and executive level report of the findings - Oversee firm objectives (engagement economics) and manage resources to ensure that established goals are met on each project assigned - Mentor and develop associates by providing continuous feedback, utilizing firm developed tools and processes. Assist with the evaluation and constructive steps to enhance associates’ performance and development - Be a trusted advisor to a client and identify opportunities for expanded services - Developing internal and outside relationships focused on long-term business development opportunities - Perform other duties as assigned Types of projects you can expect: - Oversight of transaction processing and general ledger reconciliations - Assistance with financial statement close processes - Drafting and reviewing financial statements - Large data set manipulation and problem solving - Internal control and best practice evaluation - Validation of information between multiple sources of financial information - Outsourced or co-sourced accounting support - Evaluating engagements for efficiency and automation, work with offshore team to provide streamlined client service - Other projects as assigned/needed. What you need for this role: An ideal fit for our firm will display passion for superior client service, excellent project management, accounting technical knowledge, business development and leadership skills. We’re a fast-paced, dynamic environment so a strong sense of urgency will fit right in! - Must have deep construction and real estate accounting experience (required) - 5+ years’ experience in construction accounting - CPA (preferred) - Track record of or interest in business development - Bachelor’s degree in accounting (required) - Excellent project management, analytical, interpersonal skills - Executive presence - Proven ability to lead and develop team members - Effective oral and written communication skills - The ability to manage multiple priorities - Demonstrated ability to prioritize and meet deadlines within project budgets - Experience working with offshore teams a plus - Knowledge of professional standards and regulations - Prior experience with internal controls including documentation - Work in a demanding, team and deadline driven environment focused on details and accuracy - Ability to adapt to rapidly changing environments - Experience with Sage Intacct CRE, Sage 300 - Experience with Microsoft Office products required (ability to effectively utilize PowerPoint; Intermediate Excel skills with ability to analyze and summarize data using formulas, pivot tables, and related add-ins); - Ability to travel as needed (range may be 10%-25% of the time) - Ideal candidate will be highly motivated, energetic with the propensity to learn/share knowledge for the betterment of the team and firm - You’ll have the vision to see this as an opportunity to transform client experiences/enhance standardization within the segment as we grow Preferred skills and experience: - Financial statement close process, proposing adjusting and/or reclassifying journal entries. - Ability to troubleshoot and solve account reconciliation issues - Ability to manage multiple teams and work in a leveraged model - Prior experience coaching and developing less experienced associates What you can expect from us: - Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect - The opportunity to innovate and do work that motivates and engages you - A collaborative environment focused on enabling you to further your career growth and continuous professional development - Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing - Flexibility to do impactful work and the time to enjoy your life outside of work - Opportunities to connect and learn from professionals from different backgrounds and with different cultures Benefits Information: Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range: Pay From: 133k to 187k

• Process high-volume vendor invoices accurately and efficiently • Perform large invoice reconciliations and manage weekly payment cycles • Conduct collection follow-up on low risk and routine customer accounts • Respond to customer inquiries related to payments and invoice inquiries • Maintain accurate general ledger and prepare month-end analysis • Act as support to sales and customer service teams when needed

• Research and advise on technical accounting topics, including GAAP, financial reporting, and SEC matters. • Prepare comprehensive technical memos, analyses, and presentations. • Collaborate with internal teams to resolve complex accounting issues. • Assist with the preparation of financial statements, disclosures, and audit readiness. • Operate as backup support for the financial reporting team. • Support internal controls and SOX compliance initiatives. • Facilitate coordination with internal and external counsel, as well as external auditors.