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Corporate Assistant Controller


NY - Valhalla, Remote- Eastern Time Zone, Remote- United States

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Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad – and we invite you to learn more.

Unrivaled Resources and Support

The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement

We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate Rewards and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

Committed to a Diverse and Inclusive Work Environment  
USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

General Description: The Assistant Controller provides ongoing support to the Corporate Controller and CFO in directing the organization's accounting functions. These functions include establishing and maintaining the organization's accounting principles, practices, and procedures. Oversees the preparation and evaluation of financial operating reports and presents findings and recommendations to top management.

Responsibilities (include but not exclusive to the following):

  • Lead the Company in financial reporting (external & internal) and analysis. Setting reporting priorities and meeting internal deadlines and deliverables (experience in preparation of 10Q, 10K).
  • Second level review of financial statements including footnotes and MD&A in accordance with GAAP and all supporting work-papers.
  • Lead quarterly balance sheet reviews with regional RFO’s with the objective of verifying the accuracy and validity of regional information.
  • Spearhead revenue recognition review including perform monthly review of large contracts in accordance with Revenue from Contracts with Customers (Topic 606) and ensure consistency among business and proper documentation of revenue recognition rationale.
  • Review Controller’s monthly Reporting Packages, Disclosure and Audit Committee materials and CEO presentations.
  • Review acquisition and business combination transactions, accounting implications, review drafted APA and related contracts, work with legal, Corporate Controller, CFO, Accounting Center and Tax on accounting implications of acquisitions.
  • Participate in due diligence calls and oversight over acquisition accounting, earn-outs, working capital true ups and acquisition disclosures.
  • Evaluate the need for external valuation of acquisitions and oversee preparation and finalization of reports and review valuation reports.
  • Perform first level quarterly review of goodwill and other intangible assets including preparing models for annual analysis to provide to external valuation firm.
  • Work with procurement on lease activity including ensuring that monthly lese assets and liabilities are fairly stated.
  • Monthly review of all significant accounts.
  • Supervise consolidation of financial statements and supporting data in a multiple entity and business segment environment including elimination entries. All monthly and quarterly management reporting and analysis plus the “ability to close the books” are required.
  • Coordinate financial reporting activities with tax, internal audit, and regional accounting personnel.
  • Act as primary liaison with external auditors to plan, organize and execute external audit quarterly reviews, LLC financial statements and 401K audit.  This includes obtaining and reviewing required documents.
  • Perform technical analysis of accounting questions in accordance with GAAP and SEC guidance and preparation of company position papers and memos to file. Specific experience in areas such as business combinations, stock-based compensation, business valuation, intangible assets, goodwill, and financial instrument valuation required.
  • Assist with preparation and organization of quarterly investor calls.
  • Review company financial and informational surveys as required.
  • Manage, mentor, and develop a team of financial professionals.

Knowledge, Skills and Abilities:

  • Bachelor's Degree in accounting is required. MBA a plus
  • CPA is required
  • Public Accounting experience is required. "Big 4" experience is preferred.
  • 8-12 years in a combination of public / private accounting environments
  • Financial services experience is required. Insurance / Financial Services Brokerage is desired.
  • Detailed knowledge of finance, accounting, budgeting, and cost control principles including GAAP and IFRS, and SOX required. 
  • Expert knowledge of Microsoft Office Suite including MS PowerPoint and Excel. 
  • Must possess analytical, quantitative, problem solving skills/interests, have the ability work independently, and effectively communicate to all levels. 
  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Keep informed regarding industry GAAP and IFRS.
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
  • Highly motivated, strong attention to detail and superior work ethic.
  • Excellent communication and organizational skills.
  • Ability to manage multiple projects and resources to meet deadlines under pressure.


  • No relocation assistance is offered with this position
  • Please no third party resumes or solicitations
  • Candidates must be authorized to work in the US.
  • Ability to manage multiple projects and resources to meet deadlines under pressure.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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