Assistant Controller
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Job Description
Assistant Controller maintaining financial records, close activities, and carrier reconciliations for an independent insurance partner. Coordinating finance, data, product, and program teams to ensure accurate policy reporting.
Responsibilities:
- Maintain accurate financial records through journal entries, balance sheet reconciliations, accounts payable approvals, payment system administration, and month-end close activities
- Own the carrier reporting and bordereaux reconciliation process, reviewing policy-level reporting, commissions, and related payment activity
- Liaise among Data, Finance, Product, and Program departments to identify discrepancies, determine root causes, and coordinate solutions with internal teams and carrier partners
- Lead or support improvements to accounting, reporting, and operational workflows using technology, automation, and AI
- Perform monthly balance sheet reconciliations and investigate discrepancies
- Assist with month-end, quarter-end, and year-end close processes
- Review and approve accounts payable invoices, expense reports, and payment requests
- Manage the Ramp payment platform, including user administration, expense management, policy enforcement, and invoice approval workflows
- Monitor and reconcile banking activity and assist with ACH payments, wire transfers, and positive pay approvals
- Maintain general ledger accounts and supporting documentation
- Prepare, review, and post journal entries
- Analyze financial data and account activity to identify trends, discrepancies, and process improvement opportunities
- Support internal and external audit requests by preparing schedules and supporting documentation
- Maintain and enhance accounting procedures and internal controls
- Ensure compliance with accounting standards, insurance regulations, trust accounting requirements, and company policies
- Utilize advanced Excel functions including VLOOKUPs and pivot tables
- Support special projects, system implementations, and process improvement initiatives
- Perform other duties as requested, directed, or assigned
Requirements:
- Bachelor's degree in Accounting or Finance required
- 5+ years of progressive accounting experience including general ledger accounting, reconciliations, accounts payable, and financial reporting
- Experience with month-end close processes required
- Insurance industry experience required
- Advanced proficiency in Microsoft Office, accounting software, and financial databases, with the ability to manipulate and analyze large volumes of financial data
- Strong understanding of accounting principles, practices, standards, laws, and regulations
- Experience with accounting systems, expense management platforms, and financial reporting tools preferred
- Knowledge of trust accounting and trust laws preferred
- CPA license or active progress toward CPA required
- Strong verbal and written communication skills with the ability to collaborate effectively across finance, operations, and cross-functional teams
- High attention to detail, strong organizational skills, and ability to manage multiple priorities under deadline pressure
Benefits:
- Health, dental, and vision plans
- 4 weeks of Paid Time Off
- 10 Paid Company Holidays with 2 floating holidays
- 401K Programs with employer match
- Personal assistance programs for support in a healthy personal and work life
- Remote work
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