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Assistant Controller
MGT Insurance. Lead the monthly, quarterly, and annual close across five entities .
Posted 9/19/2026full-timeSan Francisco • California • United StatesSeniorLead💰 $150,000 - $190,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in US GAAP and statutory accounting, with a strong focus on multi-entity month-end close processes and consolidation. Proven ability to lead accounting teams, implement internal controls, and leverage AI tools for workflow automation.
Highest-signal resume keywords
US GAAP ExpertiseMulti-Entity Month-End Close ManagementNetSuite Accounting ArchitectureAI Workflow AutomationCPA License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounting ExperienceFinancial Statement PreparationJournal Entry ReviewFlux AnalysisStatutory AccountingP&C Insurance AccountingAdvanced ExcelSQL KnowledgeTechnical Accounting MemorandaClose-Management Platform Implementation
Soft Skills
Clear CommunicationSound Judgment
Tools & Technologies
NetSuiteAI ToolsFloQastBlackLineNumericWorkiva
Certifications & Qualifications
CPA License
Industry Keywords
InsuranceFinancial ServicesPublic AccountingNAIC ReportingPremium TaxesBordereauxCeding CommissionsTrust AccountingProducer CommissionsTPA Claims Flows
Tech Stack
Tools & technologiesERPFluxSQL
About the role
Key responsibilities & impact- Lead the monthly, quarterly, and annual close across five entities
- Review and approve journal entries, reconciliations, roll-forwards, and flux analyses
- Set the close calendar and enforce deadlines
- Deliver consolidated GAAP and statutory financial statements
- Own quarterly and annual NAIC statements, state insurance department filings, and premium tax filings
- Maintain the statutory-to-GAAP bridge
- Serve as primary liaison to external auditors
- Coordinate the PBC list, manage audit timelines, and resolve technical matters
- Support responses to financial examinations and regulatory inquiries
- Prepare technical accounting memoranda for non-standard transactions
- Establish and maintain accounting policies, procedures, and internal controls
- Lead and develop the accounting team
- Own accounting architecture in NetSuite
- Partner with Engineering, Data Science, FP&A, Operations, Product, Data, and Actuarial teams on accounting data pipelines
- Automate recurring manual accounting work using AI and emerging technologies
Requirements
What you’ll need- 8+ years of accounting experience in insurance, financial services, or public accounting serving those clients
- 3+ years directly managing accounting professionals
- Demonstrated ownership of a multi-entity month-end close and consolidation, including review of work prepared by others
- Experience serving as a primary counterparty to external auditors
- Strong command of US GAAP and statutory accounting
- Working knowledge of P&C insurance accounting
- Hands-on experience with a modern ERP; NetSuite strongly preferred
- Demonstrated ability to apply AI tools and emerging technologies to automate workflows, improve productivity, and strengthen internal controls
- Advanced Excel and strong analytical capability
- Comfort with SQL, or willingness to develop it
- Sound judgment and clear communication
- CPA license, or active progress toward one (preferred)
- P&C carrier, MGA/MGU, reinsurance, or program business experience, including statutory/NAIC reporting, premium taxes, bordereaux, ceding commissions, trust accounting, producer commissions, or TPA claims flows (preferred)
- Experience implementing a close-management, reconciliation, or reporting platform such as FloQast, BlackLine, Numeric, or Workiva (preferred)
- Experience at a venture-backed company scaling toward a Series C or beyond (preferred)
- Big 4 or national firm foundation (preferred)
Benefits
Comp & perks- Target performance bonus
- Equity
- Hybrid work arrangement
- Professional growth and staff development opportunities
- Reasonable accommodations for qualified individuals with disabilities