Assistant Controller, AI-Driven Insurance Finance

Socket.dev; San Francisco (CA); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Remote/hybrid flexibility

Job summary

MGT Insurance seeks an Assistant Controller to lead accounting operations across five entities on a modern tech stack. You will own the close, ensure GAAP and statutory reporting, and manage external audits with a focus on control improvement and automation.

You will build policy, manage an expanding accounting team, and collaborate with Operations, Product, and Engineering to integrate data into the general ledger.

Qualifications

• 8+ years of accounting experience in insurance, financial services, or public accounting serving those clients.
• 3+ years directly managing accounting professionals, with a demonstrated record of developing staff and elevating the quality of their work.
• Demonstrated ownership of a multi-entity month-end close and consolidation, including review of work prepared by others.
• Experience serving as a primary counterparty to external auditors.
• Strong command of US GAAP and statutory accounting; working knowledge of P&C insurance accounting.
• Hands-on experience with a modern ERP; NetSuite strongly preferred.
• Demonstrated ability to apply AI tools and emerging technologies to automate workflows, improve productivity, and strengthen internal controls, with specific examples of recurring work you have eliminated.
• Advanced Excel and strong analytical capability. Comfort with SQL, or the willingness to develop it.
• Sound judgment and clear communication, with the ability to build process in a developing control environment and to elevate issues appropriately.

Responsibilities

• Own the monthly, quarterly, and annual close across five entities and approve journal entries and reconciliations.
• Deliver consolidated GAAP and statutory financial statements and NAIC filings.
• Serve as primary liaison to external auditors and manage PBC lists and timelines.
• Author accounting policy memoranda for non-standard transactions and maintain internal controls.
• Lead and develop the accounting team and drive process improvements.
• Partner with Operations, Product, Engineering, Data, Actuarial, and FP&A on data pipelines to the GL.

Skills

8+ years accounting experience

People management

GAAP & statutory accounting

NetSuite experience

AI tools for automation

Excel & SQL proficiency

Education

CPA preferred

Tools

NetSuite ERP

FloQast

BlackLine

Workiva

Job description

MGT Insurance seeks an Assistant Controller to lead accounting operations across five entities on a modern tech stack. You will own the close, ensure GAAP and statutory reporting, and manage external audits with a focus on control improvement and automation.

You will build policy, manage an expanding accounting team, and collaborate with Operations, Product, and Engineering to integrate data into the general ledger.