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Unison Risk Advisors

Assistant Controller - Oswald

full-time•Cleveland

Summary

Location

Cleveland

Type

full-time

Experience

10+ years

Company links

WebsiteLinkedInLinkedIn

About this role

<p>&nbsp;</p><p><strong>Job Summary</strong>:</p><p>The Assistant Controller plays a key role in supporting the Controller in managing the company&rsquo;s accounting operations. This position ensures compliance with Generally Accepted Accounting Principles (GAAP), drives accurate financial reporting, strengthens internal controls, and fosters a collaborative, high-performing team environment. The ideal candidate brings a strategic mindset, strong technical expertise, and a passion for continuous improvement.</p><p>&nbsp;</p><p><strong>A Day in The Life</strong>:</p><ul><li><p>Oversee core accounting functions including general ledger management, month-end close, and financial reporting.</p></li><li><p>Support the development and maintenance of financial controls and accounting systems to ensure accuracy, efficiency, and compliance.</p></li><li><p>Ensure timely and accurate preparation of internal and external financial statements.</p></li><li><p>Lead and mentor accounting staff, providing coaching, training, and performance feedback.</p></li><li><p>Collaborate with cross-functional teams to support business initiatives and financial decision-making.</p></li><li><p>Manage accounts receivable and cash controls, ensuring timely collections and accurate bank reconciliations.</p></li><li><p>Oversee disbursement activities including accounts payable, purchase orders, payroll expenses, and employee reimbursements.</p></li><li><p>Assist with budgeting and forecasting processes, providing financial insights to support strategic planning.</p></li><li><p>Coordinate audit activities and prepare documentation for external auditors.</p></li><li><p>Maintain and enforce accounting policies and procedures to safeguard company assets.</p></li><li><p>Stay current on industry trends, accounting standards, and regulatory changes.</p></li><li><p>Continuously identify opportunities for process improvement and operational efficiency.</p></li><li><p>Perform other duties as assigned.</p></li></ul><p>&nbsp;</p><p><strong>What You&rsquo;ll Need</strong>:</p><p><strong>Required Qualifications</strong></p><ul><li><p>Bachelor&rsquo;s degree in Accounting or Finance from a four-year college or university.</p></li><li><p>10+ years of relevant experience, including at least 5 years of progressive accounting experience.</p></li><li><p>Minimum of 3&ndash;5 years in public accounting.</p></li><li><p>Experience in a large corporate or divisional environment.</p></li><li><p>Strong working knowledge of GAAP and relevant regulatory standards.</p></li><li><p>Proficiency with ERP systems and financial reporting tools.</p></li></ul><p><strong>Preferred Qualifications</strong></p><ul><li><p>Certified Public Accountant (CPA) designation.</p></li><li><p>Experience leading accounting teams and driving process improvements.</p></li></ul><p><strong>Who You Are</strong>:</p><ul><li><p>Committed to high ethical standards and integrity.</p></li><li><p>Strong communicator with excellent verbal and written skills.</p></li><li><p>Analytical and detail-oriented with exceptional organizational abilities.</p></li><li><p>Collaborative leader who builds trust and strong relationships across teams.</p></li><li><p>Self-motivated, proactive, and able to manage multiple priorities effectively.</p></li><li><p>Passionate about continuous learning and professional development.</p></li></ul><p>&nbsp;</p><p><strong>Travel Expectations</strong></p><ul><li><p><em>Flexible/Role-Based Travel</em></p></li><ul><li><p><em>Travel requirements vary based on business priorities and role responsibilities; flexibility to travel locally or nationally is expected.</em></p></li><li><p><em>This role may involve travel to support client relationships, attend conferences, or participate in team offsites.</em></p></li></ul></ul><p>&nbsp;</p><p class="MsoNormal"><strong>Physical and Environmental Demands</strong></p><p class="MsoNormal">This role involves typical duties performed in an office environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please us at <a href="mailto:[email protected]">[email protected]</a> to discuss your specific need.</p><ul style="margin-top: 0in;" type="disc"><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong>Physical Requirements</strong>: Primarily sedentary work involving sitting, typing, and handling office equipment. Occasional walking, standing, and lifting up to 10 pounds may be required.</li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong>Manual Dexterity &amp; Vision</strong>: Requires sufficient manual dexterity and visual acuity for computer use, data analysis, and document preparation.</li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong>Work Environment</strong>: Standard indoor office setting with moderate noise levels and climate control.</li></ul><p>&nbsp;</p><p><strong>Work Schedule &amp; Hours</strong></p><p>Full-time hours: Core business hours of Monday through Friday from 8:00 AM to 5:00 PM and/or occasional weekend hours totaling 40 or more hours per week; no overtime payable.&nbsp; (FLSA Status: Exempt)</p><p>&nbsp;</p><p>(Note: job responsibilities and travel expectations at this level will often require the performance of job duties beyond the normal workweek schedule.)</p>

What you'll do

  • The Assistant Controller oversees core accounting functions, ensuring compliance with GAAP and accurate financial reporting. They lead and mentor accounting staff while collaborating with cross-functional teams to support business initiatives.

About Unison Risk Advisors

Unison Risk Advisors is one of the top privately-held insurance brokerages in the nation. Through its regional operating companies, Unison Risk Advisors provides risk management services, commercial property and casualty insurance, employee benefits and health insurance, personal and life insurance, and retirement plan services to corporate and individual clients in a diverse set of industries. Unison Risk Advisors is committed to an independent brokerage service model guided by the belief that clients are best served by professionally managed and well-resourced firms that can act independently upon the best interests of the client.

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Frequently Asked Questions

What does a Assistant Controller - Oswald do at Unison Risk Advisors?

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As a Assistant Controller - Oswald at Unison Risk Advisors, you will: the Assistant Controller oversees core accounting functions, ensuring compliance with GAAP and accurate financial reporting. They lead and mentor accounting staff while collaborating with cross-functional teams to support business initiatives..

Is the Assistant Controller - Oswald position at Unison Risk Advisors remote?

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The Assistant Controller - Oswald position at Unison Risk Advisors is based in Cleveland, Ohio, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Assistant Controller - Oswald position at Unison Risk Advisors?

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You can apply for the Assistant Controller - Oswald position at Unison Risk Advisorsdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.
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