Assistant Controller

BERKLEY TECHNOLOGY SERVICES; West Hartford (CT); On-site; USD 95,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Dental insurance

Vision insurance

Life insurance

Disability insurance

Wellness program

Paid time off

401(k) and profit sharing

Job summary

Berkley Management Protection is seeking an Assistant Controller to drive short- and long-term financial results by building KPIs, analyzing performance, and supporting departmental initiatives.

You will analyze monthly and quarterly results, manage month-end close, and develop forecasting models to guide strategic decisions. Strong collaboration across teams is essential.

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• MBA with accounting/finance concentration or comparable education preferred.
• Experience building KPI dashboards and financial models.
• Strong data interpretation and analytical skills.
• Excellent communication and cross-functional collaboration.
• Proficient in Excel, PowerPoint and FP&A tools.

Responsibilities

• Analyze monthly and quarterly results against plan and benchmarks.
• Support execution of department strategies and initiatives.
• Develop data-driven insights to improve agency performance.
• Collaborate across the organization to improve efficiency.
• Perform month-end close activities and reconciliations.
• Ensure accuracy and timeliness across close processes.
• Analyze internal financial data including P&L and revenues.
• Develop and maintain financial models and dashboards for forecasting.
• Provide financial guidance for operational decisions.
• Evaluate market intelligence to inform strategy.
• Maintain Power BI reports for accuracy and relevance.

Skills

Data interpretation

Cross-functional collaboration

Communication

Time management

Problem solving

Education

Bachelor’s degree in Accounting or Finance

MBA in accounting/finance

Tools

Essbase

Hyperion

Vena

Excel

Job description

Company Details

Berkley Management Protection offers a modular suite of management liability products through the GroveSM, their bespoke and easy to use platform tailored towards independent agents. Their Trellis Management Liability PortfolioSM of coverages include directors and officers, employment practices, fiduciary, cyber, crime and miscellaneous professional liability.

Company URL: https://www.berkleymp.com/

Responsibilities

The Assistant Controller will focus on both short- and long-term financial results by building and monitoring relevant key performance indicators (KPIs), analyzing financial performance, and supporting the execution of departmental strategies and initiatives.

• Analyze and compare monthly and quarterly results, metrics, and key performance indicators against plan and other benchmarks.
• Execute the department’s strategies and key initiatives through special projects as assigned.
• Utilize data-driven insights to uncover behavioral patterns within agency operations and enhance performance across key metrics.
• Collaborate throughout the organization to improve overall efficiencies.
• Perform month-end close activities and related entries and reconciliations within established deadlines.
• Ensure accuracy, completeness, and adherence to deadlines throughout the monthly, quarterly, and year-end close processes.
• Perform detailed analysis of internal financial data, including profit and loss statements, financial reports, revenues, direct expenses, and commissions.
• Develop and maintain complex financial models and dashboards to support forecasting, scenario planning, and strategic initiatives.
• Partner with business units to provide financial guidance and support for operational and strategic decisions.
• Evaluate external and internal intelligence to provide actionable insight into the current market landscape.
• Maintain Power BI reports for accuracy, quality, and relevance.

Qualifications

• Strong written and verbal communication skills, with the ability to collaborate effectively across business functions.
• Skilled in interpreting data trends and delivering actionable insights to support strategic decision-making.
• Highly organized and adept at managing time effectively in dynamic environments with shifting priorities.
• Demonstrates initiative and curiosity, with a commitment to thorough research and problem-solving.
• Proficient in Microsoft Office tools (Excel, Word, Outlook, and PowerPoint) and financial reporting systems such as Essbase, Hyperion, and Vena.

Education Requirement

• Bachelor’s degree in Accounting or Finance, a Master’s degree in Business Administration with a concentration in accounting or finance, or comparable advanced professional education.

Additional Company Details

We do not accept unsolicited resumes from third party recruiting agencies or firms.

• Base Salary Range: $95k-$120k
• Eligible to participate in annual discretionary bonus
• Benefits include: Health, dental, vision, dental, life, disability, wellness, paid time off, 401(k) and profit-sharing plans

The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

Sponsorship Details

Sponsorship not Offered for this Role