Client Portfolio Accountant

Marsh Mclennan; Bogotá; Hybrid; COP 42,000,000 - 64,000,000; Full time

Job summary

Marsh seeks a finance professional to join our Bogota team in a hybrid role, requiring in-office presence at least three days a week. You will manage client portfolios, prepare financial statements, and support audits while ensuring regulatory compliance and strong client relationships.

Ideal candidates hold a CPA or CPA enrolment (or 1–2 years of related experience) and a Bachelor's degree in Accounting or Business Administration, with proficiency in English and MS Office.

Qualifications

• Bachelor’s degree in Accounting, Business Administration, or equivalent.
• CPA designation or CPA enrolment preferred, OR 1-2 years of relevant experience.
• Proficiency in spoken and written English.

Responsibilities

• Prepare financial statements accurately and timely, including supplemental information.
• Build and maintain relationships with international clients.
• Reconcile cash and investment accounts, prepare deposits and disbursements.
• Plan and complete annual audits and regulatory filings.
• Ensure legal and regulatory compliance for local accounting and reporting.
• Maintain client files per regulations and best practices.
• Prepare materials for board and committee meetings.
• Adhere to Marsh internal controls and client-specific controls.
• Perform other duties as assigned.

Skills

Financial reporting

Client relationships

Attention to detail

English proficiency

Education

Bachelor's degree in Accounting/Business

CPA designation or enrolment preferred

Tools

Excel

GAAP knowledge

Office suite

Job description

Company: Marsh

Description

We are seeking a talented individual to join our finance team at Marsh. This role will be based in Bogota . This is a hybrid role that has a requirement of working at least three days a week in the office. You will be responsible for managing a portfolio of clients, including various captive insurance companies and other clients, handling their day-to-day financial activities. The role involves preparing financial statements, maintaining client relationships, ensuring compliance with regulations, and supporting audit processes. We will count on you to:

• Prepare financial statements accurately and timely, including supplemental financial information required by clients.
• Build and maintain relationships with a portfolio of international clients, familiarizing yourself with their specific rules and regulations.
• Reconcile cash and investment accounts, prepare bank deposits and cash disbursements.
• Plan and complete annual audits, including preparation of regulatory filings and GAAP financial statements.
• Ensure legal and regulatory compliance for local accounting and financial reporting.
• Maintain client files according to regulations and best practices.
• Correspond with other service providers and prepare materials for board and committee meetings.
• Comply with Marsh internal controls and any client-specific internal controls.
• Perform other job-related duties as assigned.

What you need to have:

• CPA designation or CPA enrolment preferred, OR 1-2 years of relevant experience in financial statement preparation, working paper files, and General Ledger.
• Bachelor’s degree in Accounting, Business Administration, or equivalent. Proficiency in spoken and written English.
• Ability to excel in a fast-paced, team-oriented environment and meet tight deadlines.
• Excellent organizational and prioritization skills with strong attention to detail.
• Outstanding interpersonal skills and confidence to communicate effectively at all organizational levels and with external clients.
• Proficiency in Microsoft Office products including Excel, Word, and Outlook.

What makes you stand out:

• Captive insurance experience.
• 1-2 years of experience working with or within insurance companies or insurance accounting.

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 well-being.

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X. Marsh is committed to creating 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. Marsh 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 colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.