Assistant Controller

Overview

The organization is seeking a detail-oriented and technically sharp Assistant Controller to join the team. This is a remote role reporting to the Controller. The position is responsible for maintaining accurate financial records through journal entries, balance sheet reconciliations, accounts payable approvals, payment system administration, and month-end close activities.

A key focus of this role is owning the carrier reporting and bordereaux reconciliation process. This includes ensuring policy-level reporting is accurate, complete, and properly reconciled before submission to carrier partners. The Assistant Controller also serves as a liaison among Data, Finance, Product, and Program departments to identify reporting discrepancies, investigate root causes, and coordinate solutions.

Responsibilities

• Own the carrier reporting and bordereaux reconciliation process, reviewing policy-level reporting, commissions, and related payment activity for accuracy and completeness.
• Liaise among Data, Finance, Product, and Program departments to identify discrepancies, determine root causes, and coordinate timely solutions with internal teams and carrier partners.
• Lead or support the implementation and improvement of accounting, reporting, and operational workflows using technology, automation, and AI to improve efficiency, accuracy, scalability, and internal controls.
• Perform monthly balance sheet reconciliations and investigate discrepancies to ensure account accuracy.
• Assist with month-end, quarter-end, and year-end close processes.
• Review and approve accounts payable invoices, expense reports, and payment requests in accordance with company policies.
• Manage the company’s payment platform (Ramp), 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 to ensure accurate and timely financial reporting.
• Collaborate across departments to identify and resolve inaccurate or incomplete information affecting financial reporting and accounting records.
• Analyze financial data and account activity to identify trends, discrepancies, and opportunities for process improvement.
• Support internal and external audit requests by preparing schedules and supporting documentation.
• Assist in maintaining and enhancing accounting procedures and internal controls.
• Ensure compliance with accounting standards, insurance regulations, trust accounting requirements, and company policies.
• Utilize advanced Excel functions, including VLOOKUPs, pivot tables, and other data analysis tools.
• Support special projects, system implementations, and process improvement initiatives as assigned.
• Perform other duties as requested, directed, or assigned.

Requirements and Qualifications

• 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.
• Public accounting experience preferred.
• 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.

Compensation & Benefits

• Compensation range: $110k/yr - $120k/yr
• 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

Location

• Remote