Assistant Controller

  • Location
    Phoenix, Arizona
  • Category:
    Accounting & Finance - Controller
  • Job Type:
    Direct Hire
  • Job reference:
    US_EN_8_842888_2736715

Parker+Lynch is currently seeking an Assistant Controller in Phoenix.

The Assistant Controller will manage all aspects of accounts payable, premium applications, agent commissions, bank reconciliations and balance sheet reconciliations for the USA entity of a global life insurance company.

Duties/Responsibilities

  • Supervise, assist and formally track the preparation of the daily, monthly and quarterly balance sheet reconciliations. Train and provide support to staff assigned with reconciliations and ensure all balances are substantiated.
  • Liaison with internal and external audit teams in the coordination of the annual audits and help drive a culture of audit readiness.
  • Lead the Accounting Department’s efforts in the design and implementation of certain projects as assigned by management.  Employ project techniques of scoping, detail specification preparation, testing, conversion/roll-out, scheduling, issue tracking, status reporting, etc.
  • Keep current on internal Company procedures and controls; keep current on requirements, processes, and data formats provided by banks; and verify that banks’ master data is in sync with company records.
  • Assist premium applications staff in solving issues in application of premium whether through virtual remit or exception reporting. Assist in solving user and system accounting errors as produced on daily error report.
  • Oversee daily import process from management systems into the financial system, check printing for policyholders and vendors, vendor master data set up (TIN Matching) and ensure all payments are paid timely and efficiently.
  • Provide administrative support for expense report management system (Concur) and reconcile monthly AMEX activity.
  • Partner with other entities to provide weekly intercompany information and ensure balances between entities reconcile and substantiated
  • Review and approve federal and state withholding reports as prepared by staff, verifying that state and federal guidelines are followed.

Accountabilities:

  • Timely and accurate reconciliations, including the communication of reconciling items.
  • Timely fulfillment of audit and management requests regarding bank accounts, cash balances, and cash transactions.
  • Timely communication and follow-up of high-priority or urgent matters.

Qualifications:

  • B.S. degree in accounting, finance, business, or math (preferred).
  • Two to five years of managerial experience
  • Two to five years hands-on experience in complex reconciliation of multiple banks, multiple legal entities, inter company, clearing, and suspense accounts.
  • Hands-on experience in configuring and using Microsoft Office tools (e.g., Excel, Access, etc.) to automate reconciliation activities and report issues and status to management.
  • Hands-on experience in identifying, communicating, and clearing reconciling items on timely basis.