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Assistant Controller
Windward Risk Managers. Support the Controller in leading accounting and financial reporting functions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in accounting and financial reporting, including month-end close processes, budgeting, and cost analysis. Proficient in advanced Excel for financial modeling and capable of communicating complex financial concepts effectively.
Highest-signal resume keywords
Bachelor's Degree In AccountingActive CPA LicenseMonth-End Close LeadershipAdvanced Excel SkillsBudgeting And Cost Analysis Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingJournal Entry ReviewBalance Sheet ReconciliationVariance AnalysisCost Allocation MethodologiesAudit PreparationFinancial Statement PreparationAnalytical SkillsProblem-Solving SkillsGeneral Ledger Accounting
Soft Skills
Collaboration Across DepartmentsCommunication Of Financial ConceptsOrganizational SkillsMentoring Junior StaffAbility To Manage Multiple Priorities
Certifications & Qualifications
CPA License
Industry Keywords
Publicly Traded EnvironmentsMulti-Entity EnvironmentsCost AnalysisFinancial ModelsDepartment-Level Budgets
About the role
Key responsibilities & impact- Support the Controller in leading accounting and financial reporting functions
- Oversee month-end close
- Prepare monthly internal financial statements and reporting packages
- Review journal entries, balance sheet reconciliations, and reports
- Develop, analyze, and reconcile commissions reports and statements
- Support Accounts Payable and Claims Billing functions as needed
- Train and mentor junior staff
- Assist with annual audit preparations
- Assist with system reviews and process improvements
- Lead the annual operating budget process with department heads
- Maintain department-level budgets and support models
- Prepare monthly budget-to-actual variance analyses
- Partner with department leaders to review variances and support corrective actions
- Develop, document, and maintain cost allocation methodologies
- Reconcile allocated costs to the general ledger and resolve discrepancies
- Periodically assess allocation methodologies
Requirements
What you’ll need- Bachelor’s degree in accounting
- Active CPA License (Required)
- More than five years of progressive accounting experience, preferably in publicly traded and multi-entity environments
- Experience in budgeting, cost analysis, and cost allocation
- Experience leading month-end close
- Strong understanding of financial reporting and meeting deadlines
- Strong analytical and problem-solving skills
- Advanced Excel skills, including complex formulas and financial models
- Solid understanding of general ledger accounting and expense structures
- Ability to communicate financial concepts to non-financial audiences
- Proven ability to collaborate across departments
- Highly organized with the ability to manage multiple priorities
- Permanent U.S. work authorization required
- Employer sponsorship is not offered now or in the future
- Applicants must reside in AL, AR, CA, CT, FL, GA, KY, MO, NC, NV, OH, SC, TN, TX, VA, or WI
Benefits
Comp & perks- 100% employer paid health insurance for employees
- Up to 6% 401(k) match with immediate vesting
- Long-term and short-term disability insurance
- 3 weeks PTO to start
- Generous paid holidays
- Tuition reimbursement and continuing education support
- Collaborative and growth focused culture