Oliver James
Job Title:
Assistant Controller - Insurance & Annuity Sector Location:
New York City, Hybrid Compensation:
140-180k + bonus + benefits Industry:
Life Insurance / Annuity Solutions / Financial Services Job Type:
Full-Time, Permanent
Company Overview A rapidly expanding life and annuity insurance business is seeking a skilled Assistant Controller to join its finance leadership team. Built on a modern technology foundation and supported by experienced industry professionals, the organisation is dedicated to delivering innovative retirement and annuity products to help individuals secure their financial futures. The culture emphasises collaboration, adaptability, and delivering measurable value to policyholders through efficient, service-focused operations.
Role Summary The Assistant Controller will support the Controller in managing financial operations, statutory and GAAP/IFRS reporting, and oversight of month-end and year-end close activities. This position plays an important part in ensuring the accuracy, integrity, and timeliness of all financial statements while maintaining a robust control environment. The role offers exposure to a wide range of finance functions in a high-growth, fast-moving insurance environment.
Key Responsibilities Coordinate monthly, quarterly, and annual financial close cycles under SAP, GAAP, and IFRS. Prepare and review core financial statements, including balance sheet, income statement, and cash flow reports. Oversee daily reconciliations of policyholder accounts, cash accounts, and monthly investment balances. Manage the accounts payable process, ensuring invoices are validated, coded, and paid in line with company policies. Record and reconcile lease obligations, accruals, and capitalised assets. Monitor and enhance internal control processes to ensure compliance and operational efficiency. Maintain and update Standard Operating Procedures (SOPs) for all finance-related workflows. Candidate Profile
Bachelor's degree in Accounting (CPA and/or MBA advantageous). 7-10 years of experience in a controllership or senior accounting role. Knowledge of life insurance and annuity products is preferred. Familiarity with accounting systems; Oracle and Clearwater experience beneficial. Strong analytical and problem-solving skills. Proven ability to manage multiple priorities in a fast-paced setting. Strong leadership, communication, and interpersonal skills. What's on Offer
Opportunity to work in an innovative, technology-enabled insurance organisation. A collaborative culture with an emphasis on professional growth. Competitive compensation, PTO, comprehensive health benefits, and long-term career potential.
Assistant Controller - Insurance & Annuity Sector Location:
New York City, Hybrid Compensation:
140-180k + bonus + benefits Industry:
Life Insurance / Annuity Solutions / Financial Services Job Type:
Full-Time, Permanent
Company Overview A rapidly expanding life and annuity insurance business is seeking a skilled Assistant Controller to join its finance leadership team. Built on a modern technology foundation and supported by experienced industry professionals, the organisation is dedicated to delivering innovative retirement and annuity products to help individuals secure their financial futures. The culture emphasises collaboration, adaptability, and delivering measurable value to policyholders through efficient, service-focused operations.
Role Summary The Assistant Controller will support the Controller in managing financial operations, statutory and GAAP/IFRS reporting, and oversight of month-end and year-end close activities. This position plays an important part in ensuring the accuracy, integrity, and timeliness of all financial statements while maintaining a robust control environment. The role offers exposure to a wide range of finance functions in a high-growth, fast-moving insurance environment.
Key Responsibilities Coordinate monthly, quarterly, and annual financial close cycles under SAP, GAAP, and IFRS. Prepare and review core financial statements, including balance sheet, income statement, and cash flow reports. Oversee daily reconciliations of policyholder accounts, cash accounts, and monthly investment balances. Manage the accounts payable process, ensuring invoices are validated, coded, and paid in line with company policies. Record and reconcile lease obligations, accruals, and capitalised assets. Monitor and enhance internal control processes to ensure compliance and operational efficiency. Maintain and update Standard Operating Procedures (SOPs) for all finance-related workflows. Candidate Profile
Bachelor's degree in Accounting (CPA and/or MBA advantageous). 7-10 years of experience in a controllership or senior accounting role. Knowledge of life insurance and annuity products is preferred. Familiarity with accounting systems; Oracle and Clearwater experience beneficial. Strong analytical and problem-solving skills. Proven ability to manage multiple priorities in a fast-paced setting. Strong leadership, communication, and interpersonal skills. What's on Offer
Opportunity to work in an innovative, technology-enabled insurance organisation. A collaborative culture with an emphasis on professional growth. Competitive compensation, PTO, comprehensive health benefits, and long-term career potential.