Assistant Controller; Manager

Position:
Controller (Financial Services / Insurance Focus)

The organization is expanding its Finance function and is looking for a Controller who can help build strong accounting infrastructure as the business grows. This role blends leadership, systems development, and technical accounting, and is ideal for someone who wants to help shape reporting processes and financial operations from the ground up.

The Controller will serve as a key partner to senior leadership and collaborate closely with operational, analytical, and business teams to ensure financial information is accurate, timely, and scalable. This person should be energized by a high-growth environment where structure is being established and improved over time.

• Establish a repeatable and reliable close process, ensuring accuracy across financial data.
• Develop accounting controls, documentation standards, and reporting frameworks that will support long-term scalability.
• Build and refine the general ledger structure, reporting hierarchy, and chart of accounts, ensuring alignment with business model and regulatory requirements.
• Lead preparation and review of internal and external financial reporting packages.
• Manage accounting operations work such as journal entries, reconciliations, analysis, and oversight of complex transactions.
• Coordinate with external auditors and regulatory bodies when needed.
• Mentor, lead, or build out a small team as the organization continues expanding.
• Serve as the internal expert for accounting system functionality, reporting consistency, and compliance with industry standards.

• Extensive experience in accounting within the life insurance or retirement-focused financial services ecosystem.
• Strong knowledge of reporting requirements common in insurance environments (statutory, regulatory, and/or GAAP depending on background).
• Comfortable working with or implementing accounting/ERP systems.
• Previous leadership experience—either formal team oversight or informal coaching and process ownership.
• Ability to work across technical and non-technical audiences and simplify complex accounting topics.
• CPA preferred, but deep practical experience may substitute depending on candidate profile.