We9re seeking a detail-oriented and technically sharp
Assistant Controller to join our team. Reporting to the Controller, this remote role is responsible for maintaining accurate financial records through journal entries, balance sheet reconciliations, accounts payable approvals, payment system administration, and month-end close activities.
The Assistant Controller serves as the primary owner of the bordereaux review process and acts as a liaison among the Data, Finance, Product, and Program departments to identify discrepancies, determine root causes, and coordinate solutions. This position partners with departments across the organization to ensure financial information is accurate, complete, and properly recorded.
Key Responsibilities- Serve as the primary owner of the insurance policy bordereaux review process - reviewing carrier reports, bordereaux, commissions, and related payment activity for accuracy and completeness
- Act as a liaison among the 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 by leveraging technology, automation, and AI to enhance 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 company9s 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 with departments across the organization 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
- Required to perform other duties as requested, directed, or assigned
Requirements and Qualifications- Bachelor9s 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 preferred
- 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
Perks- Health, dental, and vision plans
- Amazing work-life balance with 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
Compensation Range: $110k/yr - $120k/yr 
