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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in auditing property & casualty insurers, health insurers, and captive insurance companies, with a strong command of U.S. GAAP and NAIC statutory accounting principles. Proven ability to lead audit engagements, manage client relationships, and mentor staff while ensuring compliance with AICPA standards and maintaining audit quality.
Highest-signal resume keywords
15+ Years Public Accounting ExperienceExpert Knowledge of U.S. GAAPExpert Knowledge of NAIC Statutory Accounting PrinciplesActive CPA License in HawaiiExperience Auditing Captive Insurance Companies
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Audit PlanningRisk AssessmentMateriality AssessmentLoss and LAE Reserves AuditingPremium Reserves AuditingReinsurance AccountingAI Tools in Audit EnvironmentStatutory Deliverables ReviewFinancial Reporting Model RegulationMulti-Engagement Portfolio Management
Soft Skills
Excellent JudgmentCommunication SkillsClient-Service SkillsMentoring and Coaching
Tools & Technologies
Generative AI AssistantsAI-Enabled AnalyticsAudit Platform Automation
Certifications & Qualifications
Active CPA LicenseCPCUAReAIAF
Industry Keywords
Property & Casualty InsuranceHealth InsuranceCaptive InsuranceRisk Retention GroupsAICPA StandardsNAIC Model Audit RuleGASB StandardsHawaii Captive RegulationInsurance Company Tax ConsiderationsSEC-Registered Insurance Entities
About the role
Key responsibilities & impact- Serve as engagement partner on audits of property & casualty insurers, health insurers and health plans, and captive insurance companies
- Sign audit opinions under U.S. GAAP and NAIC statutory accounting principles
- Oversee audit planning, risk assessment, materiality, and execution under AICPA standards, including SAS No. 145
- Lead audits of loss and LAE reserves, premium reserves, reinsurance, investments, deferred acquisition costs, and surplus/capital
- Coordinate with actuaries and evaluate actuarial reports and reserve analyses
- Review statutory deliverables required under the NAIC Model Audit Rule
- Maintain audit quality, independence, and risk management and support the firm’s SQMS No. 1
- Lead health insurance audits involving claims liabilities, medical loss ratio considerations, risk adjustment, government program settlements, and premium receivables
- Advise captive owners, captive managers, and regulators on domicile-specific requirements
- Represent Accuity in the captive community and industry events
- Champion responsible AI use across audit planning, risk assessment, analytics, document review, and workpaper preparation
- Review and document AI-generated output for professional standards, independence, and confidentiality
- Coach staff on practical AI use cases for insurance engagements
- Manage relationships with boards, audit committees, management, and captive managers
- Interact with state insurance departments and examiners
- Drive business development, proposals, client expansion, and new insurance and captive engagements
- Mentor and develop managers and staff and contribute to firm leadership, technical training, and continuous improvement
Requirements
What you’ll need- 15+ years of public accounting experience in audit, with significant time leading insurance engagements at the senior manager, director, or partner level
- Deep, hands-on experience auditing property & casualty insurers
- Demonstrated experience auditing health insurance entities
- Demonstrated experience auditing captive insurance companies and/or risk retention groups
- Expert knowledge of U.S. GAAP for insurance entities, including ASC 944 and short-duration contract disclosures
- Expert knowledge of NAIC Statutory Accounting Principles
- Strong command of AICPA auditing standards and the NAIC Annual Financial Reporting Model Regulation (Model Audit Rule)
- Working grasp of AI tools in an audit environment, including generative AI assistants, AI-enabled analytics, and audit platform automation
- Understanding of AI limitations, review requirements, and data security considerations
- Proven ability to sign opinions and manage a multi-engagement portfolio
- Excellent judgment, communication, and client-service skills
- Active CPA license in Hawaii, or ability to obtain Hawaii licensure or practice under mobility
- Familiarity with state and local government accounting and auditing, including GASB standards (preferred)
- Reinsurance accounting and risk transfer analysis experience (preferred)
- Experience with Hawaii captive regulation and the Hawaii Insurance Division (preferred)
- Exposure to SEC-registered or PCAOB-audited insurance entities (preferred)
- Familiarity with insurance company tax considerations and coordination with tax colleagues (preferred)
- Track record of building and growing an insurance practice (preferred)
- Industry credentials such as CPCU, ARe, or AIAF (preferred)
Benefits
Comp & perks- Competitive compensation and partner-level benefits
- Health, Dental, and Vision Insurance, with options for fully paid employee-only health and dental coverage
- Company-Paid Life and Long-Term & Short-Term Disability Insurance
- Supplemental life insurance, critical illness, and accident insurance
- Classic Safe Harbor 401(k) Plan with employer contributions
- Professional growth, learning, and development opportunities
- Access to Becker and LinkedIn Learning
- Collaborative partner group and investment in technology, innovation, and people
