Assistant Controller

POSITION SUMMARY: The position will be managing and supporting day-to-day accounting activities including Accounts Payable, Commissions and Claims Billing functions, as well as managing the GL Accounting team with month-end closing activities and producing company’s financial statements. Supporting the Finance Controller with financial reporting, audits, budgeting, cost allocation, and internal controls.

ESSENTIAL FUNCTIONS:

General Ledger and Financial Reporting

· Lead month-end closing and preparation of internal monthly financial statements and packages.

· Review journal entries, balance sheet reconciliations, and reports for month-end and or as needed basis.

· Work closely with Commissions team to develop, analysis, and reconcile reports and statements.

· Support Accounts Payable and Claims Billing functions as needed.

· Train and mentor junior staff.

· Assist with annual audit preparations.

· Assist with system reviews for process and reporting improvements.

· Perform other duties as required and as assigned.

Budgeting & Financial Analysis

· Lead the annual operating budget process in coordination with department heads, including guidance on budget assumptions, timelines, and documentation.

· Maintain detailed department-level budgets within the financial system and supporting models.

· Prepare monthly budget-to-actual variance analyses, identifying key drivers and trends.

· Partner with department leaders to review variances, validate explanations, and support corrective action where needed.

· Ensure budgets align with approved organizational objectives and cost structures.

Cost Allocation & Expense Management

· Develop, document, and maintain cost allocation methodologies across departments, entities, and cost centers.

· Ensure cost allocations are applied consistently, accurately, and in accordance with internal policies.

· Collaborate with Accounting to reconcile allocated costs to the general ledger and resolve discrepancies.

· Assesses allocation methodologies periodically to ensure continued appropriateness and transparency.

REQUIRED EDUCATION AND EXPERIENCE:

· Bachelor’s degree in Accounting

· Certified Public Accountant (CPA) license

· More than five years of progressive accounting experience, preferably in publicly traded companies and multi company environment

· Experience in budgeting, cost analysis, and cost allocation

· Experience leading month-close

· Strong understanding of month-end close and adherence to meeting deadlines

PREFERRED QUALIFICATIONS:

· Ability to multi-task and adapt to changing priorities

· Strong analytical and problem-solving skills with attention to detail

· Advanced Excel skills, including complex formulas and financial models

· Solid understanding of general ledger accounting and expense structures

· Ability to clearly communicate financial concepts to non-financial audiences

· Proven ability to work collaboratively across departments while maintaining financial discipline

· Highly organized, with the ability to manage multiple priorities and deadlines