Assistant Controller

🔥 0 minutes ago

⛷️ Utah – Remote

⛷️ Utah – Remote

💵 $110k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⛔️ Financial Controller

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Veracity Insurance Solutions, LLC

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

Veracity Insurance Solutions, LLC is a national excess & surplus (E&S) wholesale brokerage and managing general agent that provides in-house underwriting and binding authority with A-rated carriers. The firm specializes in product liability, general liability, professional liability and property insurance across niche sectors (beauty & cosmetics, vitamins & supplements, e-cigarettes/vape, CBD/hemp, sporting goods, consumer and industrial products) and offers program management, risk purchasing group (RPG) management, surplus lines filing, licensing and compliance services for retail agents and businesses nationwide. Veracity is licensed in all 50 states and emphasizes fast turnaround, tailored specialty programs, and broker-focused distribution.

📋 Description

• Maintain accurate financial records through journal entries, balance sheet reconciliations, accounts payable approvals, payment system administration, and month-end close activities • Own the carrier reporting and bordereaux reconciliation process, reviewing policy-level reporting, commissions, and related payment activity • Liaise among Data, Finance, Product, and Program departments to identify discrepancies, determine root causes, and coordinate solutions with internal teams and carrier partners • Lead or support improvements to accounting, reporting, and operational workflows using technology, automation, and AI • Perform monthly balance sheet reconciliations and investigate discrepancies • Assist with month-end, quarter-end, and year-end close processes • Review and approve accounts payable invoices, expense reports, and payment requests • Manage the Ramp payment platform, including user administration, expense management, policy enforcement, and invoice approval workflows • Monitor and reconcile banking activity and assist with ACH payments, wire transfers, and positive pay approvals • Maintain general ledger accounts and supporting documentation • Prepare, review, and post journal entries • Analyze financial data and account activity to identify trends, discrepancies, and process improvement opportunities • Support internal and external audit requests by preparing schedules and supporting documentation • Maintain and enhance accounting procedures and internal controls • Ensure compliance with accounting standards, insurance regulations, trust accounting requirements, and company policies • Utilize advanced Excel functions including VLOOKUPs and pivot tables • Support special projects, system implementations, and process improvement initiatives • Perform other duties as requested, directed, or assigned

🎯 Requirements

• Bachelor's degree in Accounting or Finance required • 5+ years of progressive accounting experience including general ledger accounting, reconciliations, accounts payable, and financial reporting • Experience with month-end close processes required • Insurance industry experience required • Advanced proficiency in Microsoft Office, accounting software, and financial databases, with the ability to manipulate and analyze large volumes of financial data • Strong understanding of accounting principles, practices, standards, laws, and regulations • Experience with accounting systems, expense management platforms, and financial reporting tools preferred • Knowledge of trust accounting and trust laws preferred • CPA license or active progress toward CPA required • Strong verbal and written communication skills with the ability to collaborate effectively across finance, operations, and cross-functional teams • High attention to detail, strong organizational skills, and ability to manage multiple priorities under deadline pressure

🏖️ Benefits

• Health, dental, and vision plans • 4 weeks of Paid Time Off • 10 Paid Company Holidays with 2 floating holidays • 401K Programs with employer match • Personal assistance programs for support in a healthy personal and work life • Remote work