Assistant Financial Controller

Overview

A rapidly growing insurance service provider specializing in specialty programs for commercial insurance brokers and carriers is seeking an Assistant Controller. The organization acts primarily as a managing underwriter (MGA) and Reciprocal Services Manager (RSM), offering underwriting, distribution, product management, administration, and risk management services.

Responsibilities

• Assist in supervising accounting staff, including workload delegation, coaching, and performance management.
• Help manage the accounting team's accuracy and timeliness of deliverables.
• Support accounting management activities such as billing and financial reporting.
• Assist in implementing and maintaining internal controls, accounting policies, and procedures to ensure compliance with regulations and best practices.
• Prepare complete financial statements in accordance with applicable accounting standards and reporting requirements.
• Prepare and review journal entries, invoices, account reconciliations, and month-end/year-end closing activities.
• Assist in preparing budgets and financial forecasts.
• Lead the annual external audit process, including maintaining accounting records, preparing audit schedules, reconciliations, and coordinating audit fieldwork.
• Develop financial reports for management and business partners and respond to ad hoc reporting requests.
• Review accounting records to identify and resolve discrepancies or imbalances.
• Utilize accounting systems to improve efficiency and maintain accurate financial records.
• Ensure quality control over financial transactions and financial reporting.
• Maintain compliance with internal reporting calendars, regulatory requirements, and filing deadlines.
• Safeguard confidential financial information.
• Perform additional duties and special projects as assigned.

Requirements

Education

• Bachelor of Science or Bachelor of Accounting in accounting, finance, or a relevant field is required.
• CPA or CMA certification is highly preferred.

Experience

• Minimum of 7 years of overall accounting and finance experience.
• Proven experience working as an assistant controller or in a similar position.

Competencies

• Strong knowledge of accounting principles and financial reporting procedures.
• Excellent understanding of general ledger functions and month-end/year-end close processes.
• Thorough knowledge of accounting best practices, GAAP, and applicable federal and state regulations.
• Strong analytical skills with the ability to identify opportunities for process improvement.
• Exceptional attention to detail and commitment to reporting accuracy.
• High ethical standards and professional integrity.
• Excellent verbal and written communication skills.
• Strong organizational, time management, and problem-solving abilities.
• Leadership skills with experience coaching, mentoring, and developing team members.
• Ability to prioritize multiple projects and meet deadlines in a fast-paced environment.

Compensation & Benefits

• Competitive compensation package.
• Progressive paid time off program, including time off for volunteering and life events.
• Group medical, dental, vision, and life insurance.
• Pretax health and dependent care spending accounts.
• Discounts on retail and entertainment.

Location

Information about the job location was not provided.