Assistant Controller
Work Model: Hybrid schedule (3 days onsite, including Tuesday and Thursday anchor days)
Position Summary
We are seeking a dynamic and experienced Assistant Controller to join a well-established Property & Casualty insurance company. This is a key managerial role supporting the Controller and Treasurer, responsible for overseeing day-to-day accounting operations and ensuring timely, accurate financial reporting across both Statutory and GAAP entities.
The Assistant Controller will manage a team of four, partner closely with senior leadership, and play a hands-on role across financial reporting, treasury, investments, compliance, and audits. This position offers significant leadership exposure, opportunities for process improvement, and a clear pathway for career advancement into senior finance leadership roles.
Key Responsibilities
Financial Reporting & Audit
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Oversee quarterly and annual financial statement preparation and analysis for multiple entities.
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Manage GAAP and Statutory audits, including employee benefit plan audits.
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Ensure accuracy and compliance in regulatory filings (including NAIC statements).
Treasury & Investments
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Oversee treasury operations, including bank reconciliations, payroll, intercompany transactions, and pension accounting.
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Support investment accounting oversight, reporting, and compliance (outsourced but with strong internal collaboration).
Accounting Operations & Controls
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Manage and mentor a team of 4 (1 accountant, 1 specialist, 2 seniors), fostering high performance and professional growth.
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Maintain effective internal controls, data integrity, and compliance with company policies.
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Lead process improvements to enhance efficiency and strengthen financial governance.
Business Insight & Leadership
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Partner with senior leadership to provide insights that inform strategic and financial planning.
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Review and analyze underwriting results (premiums, losses, commissions, expenses) to support decision-making.
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Contribute to tax compliance and regulatory reporting, with the ability to independently research complex regulations.
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Act as a key leader within a close-knit finance team of eight, supporting collaboration across a total accounting/finance group of 16.
Qualifications
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Bachelor’s degree in Accounting or Finance required; CPA and/or advanced degree strongly preferred.
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10+ years of progressive accounting experience, ideally within the insurance or financial services industry.
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Proven leadership experience managing staff and complex accounting projects.
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Strong knowledge of GAAP and Statutory accounting principles; tax accounting knowledge a plus.
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Experience with MAR/internal controls, treasury functions, and regulatory reporting preferred.
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Advanced proficiency in Microsoft Office; familiarity with general ledger and claims systems is helpful.
