Account Management I

Marsh McLennan; Halifax; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading company in risk strategy is looking for an Account Manager to oversee financial management for a diverse portfolio of clients. This hybrid role involves preparing financial statements, ensuring compliance, and establishing strong client relationships. The ideal candidate will have a recognized accounting designation and experience in client management.

Benefits

Professional development opportunities

Supportive leaders

Vibrant and inclusive culture

Flexible hybrid working

Qualifications

• An internationally recognized professional accounting designation such as CA, ACCA, ACA, or CP.
• 2 years of accounting experience in preparation of financial statements.
• Familiarity with captive policy structures and captive tax issues.

Responsibilities

• Manage daily accounting functions of client portfolios.
• Ensure efficient management of all financial aspects.
• Prepare or review financial statements in accordance with US GAAP or IFRS.

Skills

Business Development

Regulatory Compliance

Client Management

Education

CA ACCA ACA or CPA designation

Job description

The Account Manager is responsible for the daily management and accounting functions of a portfolio of clients that can consist of insurance entities captives and reinsurance pools. This role provides financial monitoring and control and ensures regulatory compliance. It is a consulting advisory and managerial position.

We will count on you to :

Prepare or perform technical review of financial statements in accordance with US GAAP Statutory or IFRS

Ensure all financial aspects of the client are efficiently managed

Possess technical ability to discuss regulatory updates with clients

Establish and maintain good working relationships with clients prospects client teams other service providers regulators and colleagues

Manage financial audit process with the auditors with strict adherence to client deadlines and regulatory reporting

Perform and executes review of financial statements

What you need to have :

An internationally recognized professional accounting designation such as CA ACCA ACA or CP

CPA Designation or CPA enrolment is an asset OR; 2 years of accounting experience preparation of financial statements preparation of working paper file GL

What makes you stand out :

Familiarity with captive policy structures and captive tax issues

Ability to lead client meetings

Ability to research complex matters independently

Why join our team :

We help you be your best through professional development opportunities interesting work and supportive leaders.

We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues clients and communities.

Our scale enables us to provide a range of career opportunities as well as benefits and rewards to enhance your wellbeing.

Marsh a business of Marsh McLennan (NYSE : MMC) is the worlds top insurance broker and risk advisor. Marsh McLennan is a global leader in risk strategy and people advising clients in 130 countries across four businesses : Marsh Guy Carpenter Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90000 colleagues Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information visit or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background disability ethnic origin family duties gender orientation or expression marital status nationality parental status personal or social status political affiliation race religion and beliefs sex / gender sexual orientation or expression skin color or any other characteristic protected by applicable law. In accordance with applicable legislation Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individuals particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact

Marsh McLennan is committed to hybrid work which includes the flexibility of working remotely and the collaboration connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Officebased teams will identify at least one anchor day per week on which their full team will be together in person.

Key Skills

Business Development,Front End,Bricklayer,Ftp,KYC

Employment Type : Full-Time

Experience : years

Vacancy : 1

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