Assistant Controller

Assistant Controller – Heritage Insurance

Assistant Controller at Heritage Insurance supports the development, execution, and oversight of our accounting practices and financial reporting framework. The role ensures accuracy and integrity of Statutory and US GAAP financial reporting, maintains compliance with internal and external requirements, and contributes thought leadership that strengthens our accounting operations.

• Lead, manage, and coordinate daily accounting and financial reporting activities, including month‑end close, balance sheet reviews, and preparation of financial statements.
• Supervise, mentor, and develop accounting team members, including temporary staff and interns.
• Support the design, documentation, and testing of internal controls to ensure compliance with regulatory requirements and internal policies.
• Oversee the preparation and timely submission of quarterly and annual Statutory filings.
• Maintain strong controls over the general ledger environment.
• Manage the month‑end close process, ensuring completeness and accuracy of financial results; review and approve journal entries and monthly account reconciliations.
• Research complex accounting matters and provide recommendations in accordance with Statutory accounting principles and US GAAP.
• Ensure compliance with Sarbanes‑Oxley (SOX) requirements and corporate accounting policies.
• Prepare monthly financial statements and variance analyses; contribute to developing management reports and operational metrics.
• Coordinate annual Statutory and GAAP audits; serve as a key liaison with external auditors, state regulators, and support triennial exams.
• Monitor and protect company assets, including accounts receivable.
• Support capital adequacy assessments and respond to inquiries from regulators and rating agencies.

• Bachelor’s degree in Accounting required; CPA strongly preferred.
• Minimum of 7 years of relevant accounting experience, including at least 5 years in property and casualty insurance.
• Strong knowledge of Statutory accounting principles required; US GAAP experience essential.
• Proven leadership, strategic thinking, and presentation skills.
• Demonstrated ability to manage multiple priorities in a deadline‑driven environment.
• Advanced proficiency in Excel.

All employees must pass a pre‑employment background check. Other checks may be needed based on position: driving history, credit report, etc. The preceding job description has been designed to indicate the general nature of work performed; the level of knowledge and skills typically required; and usual working conditions of this position. It is not designed to contain, or be interpreted as, a comprehensive listing of all requirements or responsibilities that may be required by employees in this job.

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Heritage Insurance Holdings, Inc. is an Equal Opportunity Employer. We will not discriminate unlawfully against qualified applicants or employees with respect to any term or condition of employment based on race, color, national origin, ancestry, sex, sexual orientation, age, religion, physical or mental disability, marital status, place of birth, military service status, or other basis protected by law.