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Corporate Assistant Controller


NY - Valhalla

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General Description: Provide ongoing support to the Corporate Controller and CFO in directing the company’s accounting function. Includes establishing and maintaining accounting principles, practices, and procedures. Oversee the preparation and evaluation of financial operating reports. Present findings and recommendations to senior management.

Lead the Company in financial reporting (external and internal) and analysis. Set reporting priorities and meet internal deadlines and deliverables. 
Second level review of financial statements. Includes footnotes and MD&A in accordance with GAAP and supporting work-papers.
Lead quarterly balance sheet reviews with regional RFO’s to verify the accuracy and validity of regional information.
Seek opportunities to automate processes and create efficiencies in financial reporting and analysis of results.
Spearhead revenue recognition review. Perform monthly review of large contracts in accordance with Revenue from Contracts with Customers (Topic 606). 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, APA, and related contracts. Work with Legal, Corporate Controller, CFO, Accounting Center, and Tax on accounting implications of acquisitions.
Participate in due diligence calls. Provide oversight over acquisition accounting, earn-outs, working capital true ups, and acquisition disclosures.
Review detailed analysis of financial performance. Includes actual vs. prior year income statement, balance sheet, and statement of cash flows.
Evaluate the need for external valuation of acquisitions. Oversee preparation and finalization of reports and review valuation reports.
Perform first level quarterly review of goodwill and other intangible assets. Includes preparing models for annual analysis for external valuation firm.
Work with procurement on lease activity. Ensure monthly assets and liabilities are accurate.
Supervise consolidation of financial statements and supporting data in a multiple entity and business segment environment. Includes elimination entries. 
Coordinate financial reporting activities with tax, internal audit, and regional accounting personnel. 
Act as primary liaison with external auditors. Plan, organize, and execute external audit quarterly reviews, LLC financial statements, and 401K audit. 
Perform technical analysis of accounting questions in accordance with GAAP and SEC guidance.
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.
Assist in maintaining compliance reporting provided to Company’s lenders and investors.
Work closely with the Finance team to analyze and interpret business results and forecasts.
Maintain and review the documentation of key processes to facilitate SOX compliance and accounting policies and procedures.
Keep current on industry GAAP and IFRS.

Knowledge, Skills and Abilities:
8-12 years of experience in a combination of public/private accounting environments.
Bachelor’s degree in accounting required. MBA a plus.
CPA required. 
Public Accounting experience required; “Big 4” experience preferred. 
Financial services experience required. Insurance financial services brokerage experience desired.
Detailed knowledge of GAAP accounting, public company reporting and disclosure requirements, finance and internal controls required.
Experience in business combinations, stock-based compensation, business valuation, intangible assets, goodwill, and financial instrument valuation required.
Expert knowledge of Microsoft Office Suite including MS PowerPoint and Excel.
Strong analytical, quantitative, problem-solving skills. 
Ability to work independently, and effectively communicate to all levels.
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.

Why USI?
With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work!

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, 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. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. 

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
  • Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
  • Visit our Awards and Accolades page for a complete list of industry awards and recognitions! 

USI is proud to offer a full-suite of benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings account, short and long-term disability, company- and employee-paid life insurance as well as other unique employer-sponsored and voluntary programs. USI also offers a generous paid time away program including paid time off (PTO), fully paid time for employee disability leave, paid parental leave and holiday time.

Salary Range: $190,000 - $205,000

This is a bonus-eligible position with a target incentive of 25%

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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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