Assistant Controller

This is a fully remote position, open to applicants in Utah.

📋 Description

• Ensure precise financial documentation by performing journal entries, balance sheet reconciliations, approving accounts payable, managing payment systems, and conducting month-end closing activities.

• Take charge of the carrier reporting and bordereaux reconciliation procedures, analyzing policy-level reports, commissions, and associated payment transactions.

• Collaborate with Data, Finance, Product, and Program teams to uncover discrepancies, ascertain root causes, and coordinate solutions with internal teams and carrier partners.

• Spearhead or assist in enhancing accounting, reporting, and operational workflows by leveraging technology, automation, and AI.

• Conduct monthly balance sheet reconciliations and scrutinize discrepancies.

• Support month-end, quarter-end, and year-end closing processes.

• Review and authorize accounts payable invoices, expense reports, and payment requests.

• Oversee the Ramp payment platform, which includes user administration, expense management, policy enforcement, and invoice approval workflows.

• Monitor and reconcile banking transactions and assist with ACH payments, wire transfers, and positive pay approvals.

• Maintain general ledger accounts along with supporting documentation.

• Prepare, review, and post journal entries.

• Analyze financial data and account activities to recognize trends, discrepancies, and opportunities for process enhancement.

• Aid in internal and external audit requests by preparing schedules and supporting documentation.

• Maintain and improve accounting procedures and internal controls.

• Ensure adherence to accounting standards, insurance regulations, trust accounting requirements, and company policies.

• Employ advanced Excel functions, including VLOOKUPs and pivot tables.

• Assist in special projects, system implementations, and initiatives for process improvement.

• Execute other duties as requested, directed, or assigned.

⛳️ Requirements

• A Bachelor's degree in Accounting or Finance is mandatory.

• At least 5 years of progressive accounting experience encompassing general ledger accounting, reconciliations, accounts payable, and financial reporting.

• Experience with month-end closing processes is essential.

• Prior experience in the insurance industry is required.

• Advanced skills in Microsoft Office, accounting software, and financial databases, with the capability to manipulate and analyze substantial amounts of financial data.

• Strong comprehension of accounting principles, practices, standards, laws, and regulations.

• Experience with accounting systems, expense management platforms, and financial reporting tools is preferred.

• Knowledge of trust accounting and trust laws is an advantage.

• A CPA license or active progress towards obtaining a CPA is required.

• Excellent verbal and written communication skills, with the ability to work collaboratively across finance, operations, and cross-functional teams.

• Exceptional attention to detail, robust organizational abilities, and the capacity to manage multiple priorities under deadline pressure.

🏝️ Benefits

• Health, dental, and vision plans.

• 4 weeks of Paid Time Off.

• 10 Paid Company Holidays plus 2 floating holidays.

• 401K Programs with employer matching.

• Personal assistance programs to support a healthy personal and work life.

• Remote work options.