Assistant Controller

veracityinsurance-careers; Pleasant Grove (UT); Remote; USD 110,000 - 120,000; Full time

Benefits offered by this job

Health plan

Dental plan

Vision plan

PTO 4 weeks

Holidays 10 + 2 floating

401K with employer match

Personal assistance program

Job summary

Veracity is seeking a detail-oriented Assistant Controller to join our finance team. This remote role reports to the Controller and handles journal entries, balance sheet reconciliations, AP approvals, Ramp payments, and month-end close.

The role owns carrier reporting and bordereaux reconciliation, ensuring accuracy before submission to carrier partners. You will collaborate with Data, Finance, Product, and Program to resolve issues and maintain reliable financial data.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• 5+ years of progressive accounting experience including general ledger, reconciliations, accounts payable, and financial reporting.
• Experience with month-end close required.
• Relevant insurance industry accounting experience preferred.
• CPA license or active progress toward CPA preferred.
• Public accounting experience preferred.
• Strong verbal and written communication skills with cross-functional collaboration.

Responsibilities

• Own carrier reporting and bordereaux reconciliation, reviewing policy-level reporting and related activity.
• Coordinate with Data, Finance, Product, and Program to identify discrepancies and root causes.
• Lead or support improvements to accounting workflows using technology, automation, and AI.
• Perform monthly balance sheet reconciliations and investigate discrepancies.
• Assist with month-end, quarter-end, and year-end close processes.
• Review and approve accounts payable invoices, expense reports, and payment requests.
• Manage Ramp payment platform including user administration and approvals.
• Monitor banking activity and assist with ACH payments and wire transfers.
• Maintain general ledger accounts and supporting documentation.
• Prepare, review, and post journal entries for accurate reporting.
• Collaborate across departments to resolve inaccurate information affecting reporting.
• Analyze financial data to identify trends and process improvements.
• Support internal and external audits with schedules and documentation.
• Maintain accounting procedures and internal controls.

Skills

Financial reporting

GAAP knowledge

Excel pivot tables

Internal controls

Communication skills

Auditing support

Cross-functional collaboration

Education

Bachelor's degree in Accounting or Finance

Tools

Ramp platform

Accounting software

Financial databases

Job description

At Veracity, we aim to be a different kind of insurance partner – one that is free from outside investors, venture capital, or the pressures of a corporate parent.

Ours is a culture of empowerment – one that believes in effort, results, and accountability. We believe that transparency fosters trust, trust fosters growth, and that growth drives innovation. Our commitment to rigorous evaluation and relentless execution lead to rapid evolution.

We answer only to the small business owners we serve, and this independence allows us to stay focused on what matters most: helping their businesses thrive by providing expert guidance and best-in-class insurance policies.

We’re growing fast and want you to be a part of it!

We're seeking a detail-oriented and technically sharp Assistant Controller to join our team. Reporting to the Controller, this remote role is responsible for maintaining accurate financial records through journal entries, balance sheet reconciliations, accounts payable approvals, payment system administration, and month-end close activities.

The Assistant Controller serves as the primary owner of the carrier reporting and bordereaux reconciliation process, ensuring policy-level reporting is accurate, complete, and properly reconciled before submission to carrier partners. This role acts as a liaison among the Data, Finance, Product, and Program departments to identify reporting discrepancies, investigate root causes, and coordinate solutions. The Assistant Controller partners across the organization to resolve issues and ensure financial and policy information is accurate, complete, and properly recorded.

Key Responsibilities

• Serve as the primary owner of the carrier reporting and bordereaux reconciliation process, reviewing policy-level reporting, commissions, and related payment activity for accuracy and completeness.
• Act as a liaison among the Data, Finance, Product, and Program departments to identify discrepancies, determine root causes, and coordinate timely solutions with internal teams and carrier partners
• Lead or support the implementation and improvement of accounting, reporting, and operational workflows by leveraging technology, automation, and AI to enhance efficiency, accuracy, scalability, and internal controls
• Perform monthly balance sheet reconciliations and investigate discrepancies to ensure account accuracy
• Assist with month-end, quarter-end, and year-end close processes
• Review and approve accounts payable invoices, expense reports, and payment requests in accordance with company policies
• Manage the company's payment platform (Ramp) – including user administration, expense management, policy enforcement, and invoice approval workflows
• Monitor and reconcile banking activity and assist with ACH payments, wire transfers, and positive pay approvals
• Maintain general ledger accounts and supporting documentation
• Prepare, review, and post journal entries to ensure accurate and timely financial reporting
• Collaborate with departments across the organization to identify and resolve inaccurate or incomplete information affecting financial reporting and accounting records
• Analyze financial data and account activity to identify trends, discrepancies, and opportunities for process improvement
• Support internal and external audit requests by preparing schedules and supporting documentation
• Assist in maintaining and enhancing accounting procedures and internal controls
• Ensure compliance with accounting standards, insurance regulations, trust accounting requirements, and company policies
• Utilize advanced Excel functions including VLOOKUPs, pivot tables, and other data analysis tools
• Support special projects, system implementations, and process improvement initiatives as assigned
• Required to perform other duties as requested, directed, or assigned

Requirements and Qualifications

• Bachelor's degree in Accounting or Finance required
• 5+ years of progressive accounting experience including general ledger accounting, reconciliations, accounts payable, and financial reporting
• Experience with month-end close processes required
• Relevant insurance industry accounting experience required
• Advanced proficiency in Microsoft Office, accounting software, and financial databases – with the ability to manipulate and analyze large volumes of financial data
• Strong understanding of accounting principles, practices, standards, laws, and regulations
• Experience with accounting systems, expense management platforms, and financial reporting tools preferred
• Knowledge of trust accounting and trust laws preferred
• CPA license or active progress toward CPA preferred
• Public accounting experience preferred
• Strong verbal and written communication skills with the ability to collaborate effectively across finance, operations, and cross-functional teams
• High attention to detail, strong organizational skills, and ability to manage multiple priorities under deadline pressure

Perks

• Health, dental, and vision plans
• Amazing work-life balance with 4 weeks of Paid Time Off
• 10 Paid Company Holidays with 2 floating holidays
• 401K Programs with employer match
• Personal assistance programs for support in a healthy personal and work life

Why Veracity?

Here at Veracity, you’ll be part of a team of trailblazers and visionaries. We’re not just revolutionizing the way people “do” insurance; we are creating a whole new paradigm. Here, you will experience a vibrant and inclusive workplace where your ideas matter! With us, you have a chance to:

• Engage in groundbreaking projects that are reshaping the insurance landscape
• Collaborate with a group of dedicated, like-minded professionals
• Experience a culture that prioritizes growth and development

Compensation Range: $110k/yr - $120k/yr

We are proud to be an equal-opportunity employer. We are committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics.

If you need accommodation, please let us know during the interview process.