Oswald Financial, Inc.
Assistant Controller page is loaded## Assistant Controllerremote type:
Hybridlocations:
Cleveland, OHtime type:
Full timeposted on:
Posted 2 Days Agojob requisition id:
JR436Oswald Companies seeks goal-driven professionals ready to take their career to the next level.**Job Summary**:The Assistant Controller plays a key role in supporting the Controller in managing the company’s accounting operations. This position ensures compliance with Generally Accepted Accounting Principles (GAAP), drives accurate financial reporting, strengthens internal controls, and fosters a collaborative, high-performing team environment. The ideal candidate brings a strategic mindset, strong technical expertise, and a passion for continuous improvement.**A Day in The Life**:* Oversee core accounting functions including general ledger management, month-end close, and financial reporting.* Support the development and maintenance of financial controls and accounting systems to ensure accuracy, efficiency, and compliance.* Ensure timely and accurate preparation of internal and external financial statements.* Lead and mentor accounting staff, providing coaching, training, and performance feedback.* Collaborate with cross-functional teams to support business initiatives and financial decision-making.* Manage accounts receivable and cash controls, ensuring timely collections and accurate bank reconciliations.* Oversee disbursement activities including accounts payable, purchase orders, payroll expenses, and employee reimbursements.* Assist with budgeting and forecasting processes, providing financial insights to support strategic planning.* Coordinate audit activities and prepare documentation for external auditors.* Maintain and enforce accounting policies and procedures to safeguard company assets.* Stay current on industry trends, accounting standards, and regulatory changes.* Continuously identify opportunities for process improvement and operational efficiency.* Perform other duties as assigned.**What You’ll Need**:**Required Qualifications*** Bachelor’s degree in Accounting or Finance from a four-year college or university.* 10+ years of relevant experience, including at least 5 years of progressive accounting experience.* Minimum of 3–5 years in public accounting.* Experience in a large corporate or divisional environment.* Strong working knowledge of GAAP and relevant regulatory standards.* Proficiency with ERP systems and financial reporting tools.**Preferred Qualifications*** Certified Public Accountant (CPA) designation.* Experience leading accounting teams and driving process improvements.**Who You Are**:* Committed to high ethical standards and integrity.* Strong communicator with excellent verbal and written skills.* Analytical and detail-oriented with exceptional organizational abilities.* Collaborative leader who builds trust and strong relationships across teams.* Self-motivated, proactive, and able to manage multiple priorities effectively.* Passionate about continuous learning and professional development.**Travel Expectations*** *Flexible/Role-Based Travel*
+ *Travel requirements vary based on business priorities and role responsibilities; flexibility to travel locally or nationally is expected.*
+ *This role may involve travel to support client relationships, attend conferences, or participate in team offsites.***Physical and Environmental Demands**This role involves typical duties performed in an office environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.* **Physical Requirements**: Primarily sedentary work involving sitting, typing, and handling office equipment. Occasional walking, standing, and lifting up to 10 pounds may be required.* **Manual Dexterity & Vision**: Requires sufficient manual dexterity and visual acuity for computer use, data analysis, and document preparation.* **Work Environment**: Standard indoor office setting with moderate noise levels and climate control.**Work Schedule & Hours**Full-time hours: Core business hours of Monday through Friday from 8:00 AM to 5:00 PM and/or occasional weekend hours totaling 40 or more hours per week; no overtime payable.
(FLSA Status: Exempt)(Note: job responsibilities and travel expectations at this level will often require the performance of job duties beyond the normal workweek schedule.)Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.## **What you’ll get...**At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we’ll help you achieve your goals.At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.* In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.* Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.* Paid time off annually and a sabbatical at every 10-year service anniversary.* Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)* Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations* Access to specialized leadership development programming designed to take your career to the next level.* And so much more!To learn more about Oswald, our culture and everything we have to offer, visit us on .Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.Drive Your Career With Oswald! Oswald is ranked among the top independent insurance advisory firms in the United States. Our specialized teams provide strategic solutions and consulting for risk management, insurance and employee benefits. Oswald ranks among the top five largest independently owned firms in the country. Oswald is consistently recognized as an employer of choice in our communities. #J-18808-Ljbffr
Hybridlocations:
Cleveland, OHtime type:
Full timeposted on:
Posted 2 Days Agojob requisition id:
JR436Oswald Companies seeks goal-driven professionals ready to take their career to the next level.**Job Summary**:The Assistant Controller plays a key role in supporting the Controller in managing the company’s accounting operations. This position ensures compliance with Generally Accepted Accounting Principles (GAAP), drives accurate financial reporting, strengthens internal controls, and fosters a collaborative, high-performing team environment. The ideal candidate brings a strategic mindset, strong technical expertise, and a passion for continuous improvement.**A Day in The Life**:* Oversee core accounting functions including general ledger management, month-end close, and financial reporting.* Support the development and maintenance of financial controls and accounting systems to ensure accuracy, efficiency, and compliance.* Ensure timely and accurate preparation of internal and external financial statements.* Lead and mentor accounting staff, providing coaching, training, and performance feedback.* Collaborate with cross-functional teams to support business initiatives and financial decision-making.* Manage accounts receivable and cash controls, ensuring timely collections and accurate bank reconciliations.* Oversee disbursement activities including accounts payable, purchase orders, payroll expenses, and employee reimbursements.* Assist with budgeting and forecasting processes, providing financial insights to support strategic planning.* Coordinate audit activities and prepare documentation for external auditors.* Maintain and enforce accounting policies and procedures to safeguard company assets.* Stay current on industry trends, accounting standards, and regulatory changes.* Continuously identify opportunities for process improvement and operational efficiency.* Perform other duties as assigned.**What You’ll Need**:**Required Qualifications*** Bachelor’s degree in Accounting or Finance from a four-year college or university.* 10+ years of relevant experience, including at least 5 years of progressive accounting experience.* Minimum of 3–5 years in public accounting.* Experience in a large corporate or divisional environment.* Strong working knowledge of GAAP and relevant regulatory standards.* Proficiency with ERP systems and financial reporting tools.**Preferred Qualifications*** Certified Public Accountant (CPA) designation.* Experience leading accounting teams and driving process improvements.**Who You Are**:* Committed to high ethical standards and integrity.* Strong communicator with excellent verbal and written skills.* Analytical and detail-oriented with exceptional organizational abilities.* Collaborative leader who builds trust and strong relationships across teams.* Self-motivated, proactive, and able to manage multiple priorities effectively.* Passionate about continuous learning and professional development.**Travel Expectations*** *Flexible/Role-Based Travel*
+ *Travel requirements vary based on business priorities and role responsibilities; flexibility to travel locally or nationally is expected.*
+ *This role may involve travel to support client relationships, attend conferences, or participate in team offsites.***Physical and Environmental Demands**This role involves typical duties performed in an office environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.* **Physical Requirements**: Primarily sedentary work involving sitting, typing, and handling office equipment. Occasional walking, standing, and lifting up to 10 pounds may be required.* **Manual Dexterity & Vision**: Requires sufficient manual dexterity and visual acuity for computer use, data analysis, and document preparation.* **Work Environment**: Standard indoor office setting with moderate noise levels and climate control.**Work Schedule & Hours**Full-time hours: Core business hours of Monday through Friday from 8:00 AM to 5:00 PM and/or occasional weekend hours totaling 40 or more hours per week; no overtime payable.
(FLSA Status: Exempt)(Note: job responsibilities and travel expectations at this level will often require the performance of job duties beyond the normal workweek schedule.)Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.## **What you’ll get...**At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we’ll help you achieve your goals.At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.* In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.* Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.* Paid time off annually and a sabbatical at every 10-year service anniversary.* Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)* Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations* Access to specialized leadership development programming designed to take your career to the next level.* And so much more!To learn more about Oswald, our culture and everything we have to offer, visit us on .Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.Drive Your Career With Oswald! Oswald is ranked among the top independent insurance advisory firms in the United States. Our specialized teams provide strategic solutions and consulting for risk management, insurance and employee benefits. Oswald ranks among the top five largest independently owned firms in the country. Oswald is consistently recognized as an employer of choice in our communities. #J-18808-Ljbffr