Director, Assistant Controller

Company Description

As a leader in Medicare health insurance distribution, Spring Venture Group guides people through one of their most important life decisions — finding the right insurance coverage. We are on a mission to improve lives through work that matters: protecting our clients’ health and financial wellbeing while setting a new standard for employee and customer experience.

Job Description

REPORTS TO

The Assistant Controller reports to the VP, Controller in the Finance & Accounting department. 

What will you be responsible for as part of this role?

• Lead team to achieve departmental goals by providing direction, coaching, and timely performance feedback; support team training, career development planning, and provide work assignments with growing levels of responsibility. 

• Manage the financial close process, including review of journal entries and account reconciliations.

• Prepare monthly, quarterly, and year-end financial statements, including related footnotes and required disclosures for quarterly debt compliance and annual audit reporting requirements.

• Perform analysis of financial statements, detailed financial schedules, key performance indicators, and budget vs. actual. 

• Lead and manage the external audit process.

• Develop, monitor, and document internal controls.

• Perform monthly, quarterly, and annual analysis and reconciliation of consolidated financial statements and detailed financial schedules

• Assist in the preparation of monthly financial and KPI packages that are presented to and reviewed by the executive team and board of directors on a monthly basis. 

• Own and incorporate financial information into a monthly debt compliance package to support the company’s debt facility.

• Conduct accounting for equity awards and transactions, including 3rd party valuations.

• Maintain process to capitalize internal software development costs and preparation of technical accounting analysis to support conclusion, including approval by external auditors. 

• Further the design and management of internal control frameworks, including system controls within the company's ERP.

• Maintain ownership over all technical accounting analysis to ensure compliance with GAAP, including documentation and review by external auditors

• Perform other duties and responsibilities as assigned. 

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Qualifications

Who are you?

• Bachelor's degree in finance, accounting, business administration, or a related field

• Knowledge of generally accepted accounting principles

• Advanced understanding and application of Microsoft Office programs, specifically Excel.

• Strong accounting and financial analysis expertise and fluency in analyzing data

• Ability to define problems and make recommendations which support the strategic direction of the organization

• Ability to multi-task and to work in a fast-paced environment with tight deadlines

• Proven ability to develop and motivate staff

• Demonstrated ability to take initiative and work collaboratively and independently

• Solid verbal and written communication and presentation skills

• Minimum of five years in an Accounting and/or Finance Department with at least two years prior experience serving in a team lead and/or management role

How can you set yourself apart?

• Workday ERP system experience

• CPA with Big 4 public accounting experience

• System implementation experience

Additional Information

Salary Range: 

$130,000-$150,000

Salary to be determined by the applicant's education, experience, knowledge, skills, and abilities.

Benefits:

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

• Competitive Compensation
• Medical, Dental and vision benefits after a short waiting period
• 401(k) matching program
• Life Insurance, and Short-term and Long-term Disability Insurance
• Optional enrollment includes HSA/FSA, AD&D, Spousal/Dependent Life Insurance, Travel Assist and Legal Plan
• Generous paid time off (PTO) program starting off at 15 days your first year
• 15 paid Holidays (includes holiday break between Christmas and New Years)
• 10 days of Paid Parental Leave and 5 days of Paid Birth Recovery Leave
• Annual Volunteer Time Off (VTO) and a donation matching program
• Employee Ass