Senior Controller, ABS Accounting - South Platform

Title : Senior Controller-South Platform

Department : Acrisure Business Services

Location : Remote

Direct Reports : 1-5 (total team size varies)

About the Acrisure Platform :

Acrisure’s Platform began with a small group of agency partners joining together for the best interest of their clients and teams.

Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps.

As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Platform to where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management.

Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

Job Summary :

This role will be responsible for the daily oversight and management of the South Platform Accounting Team, including financial reporting and analysis.

This position is critical to the coordination of financial reporting of all Platform partners to facilitate accurate and timely financial reporting for corporate and audit purposes.

In addition, this individual will assist leadership teams with analyzing developing trends and help to develop plans for improvement with local financial teams.

Responsibilities :

Ownership of the monthly reporting process, including internal and external deadlines, review and analysis, and process improvements.

Oversight of the Platform accounting team in day-to-day transactions and month-end closing process, including detailed analytical reviews of financial statements & reconciliations

Assist with monthly review of income statement to business plan and research variances

Assess and assist the implementation of appropriate modifications to the financial internal control structure while maintaining appropriate local decision making for ongoing operations.

Adhere to minimum accounting standard requirements, as outlined by Corporate Accounting

Work closely with Acrisure’s Corporate Accounting, Finance & Treasury group in regards to reporting, analysis, and developments.

May assist Platform Leadership and Acrisure Finance team with the annual business planning process and strategic financial analysis

Partner across other operational areas to ensure successful onboarding and integration efforts for future Platform growth

Assist with initial configuration and ongoing review of platform agency management system, ensuring that accurate accrual accounting and revenue / expense recognition methods are in place.

Understand, request, and approve staffing needs aligned with budget, metric targets, and future anticipated growth

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements

The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Technology Skills :

Applied and Vertafore platforms or similar agency management software experience, preferred.

Workday experience is a plus.

Quickbooks experience is a plus.

Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).

Other Qualifications :

Must be analytical, organized, and detail oriented with excellent verbal and written communications skills.

Must have a high level of problem-solving skills.

Demonstrated strong interpersonal skills and ability to build relationships with key stakeholders at all levels within an organization.

Comfortable rolling up the sleeves related to both regular reporting processes as well as strategic, operational, and technical matters.

Navigate through complex environments while cultivating relationships and keeping things simple .

Energized by the challenge of growing a successful business and the functions and structures to support it.

Able to adapt and lead in a fast-paced environment.

Bring new ideas and efficiencies to the table while remaining true to platform core operating principles.

Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives

Maintain a sense of urgency and ability to work with and meet multiple conflicting deadlines

Education and / or Experience :

Strong U.S. GAAP & Sarbanes Oxley control knowledge & experience

Minimum (8) eight years of experience in an accounting, auditing and / or financials analysis required. CPA, preferred

Experience managing leaders and large team

Insurance brokerage / related industry accounting background, required

Applied Epic and Workday experience, preferred

Located in the geographical location of the platform

Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Moderate stress due to regular deadlines and daily challenges.

High finger dexterity while typing documents and forms

Occasionally lift up to 20lbs.

Work Environment : The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work is done in a temperature-controlled, non-smoking office.

Work stations are cubicles with moderately high sides.

The noise level in the work environment is usually moderate.

Some travel may be required.

Benefits & Perks :

Competitive Compensation

Industry-Leading Healthcare

Savings and Investments

Charitable Giving Programs

Offering hybrid work option

Opportunities for Growth

Educational Resources

Generous time away

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