Controller

Summary

BetterLife’s Accounting Controller oversees all accounting and financial operations, ensuring compliance with statutory accounting requirements and federal/state regulations. This role involves leading the accounting function, driving process improvements, and managing the preparation and filing of financial statements.

Responsibilities

• Oversee monthly, quarterly, and annual close process, ensuring accuracy and timeliness

• Prepare management financial reporting

• Cook up and coordinate preparation of Annual and Quarterly Statements and related schedules, including form 990 preparation

• Coordinate with investment accounting on portfolio activity, valuation, and income recognition

• Ensure and review reconciliations

• Oversee billing, reporting, and coordination with third-party administrators

• Ensure proper recording, accuracy, and compliance

• Review, enhance, and maintain effective internal controls over financial reporting and reinsurance

• Manage and develop accounting staff, providing coaching and performance feedback

• Lead automation of manual accounting processes to improve accuracy, timeliness, and scalability

• Plan and strategize at a senior level

• Work with multiple deadlines in a fast-paced setting

• Communicate effectively with both internal and external stakeholders

• Analyze existing accounting processes and procedures to identify inefficiencies and control gaps

• Design, implement, and document updated accounting procedures

• Prepare quarterly and annual Board materials

• Assist in the preparation of the annual budget

• Oversight monthly budget variance and other expense reporting

• Coordinate and address audit requests, questions, and findings

• Manage and oversee general ledger, accounts payable, reinsurance, and payroll accounting

• Review journal entries, reconciliation, and estimates

• Perform miscellaneous duties and projects as assigned

Requirements

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

• Minimum of 8 years of experience in accounting and finance preferred

• Certified Public Accountant (CPA) license required

Skills & Abilities

• Advanced knowledge of statutory accounting and federal and state tax laws

• Strong organizational and time management skills

• Able to communicate effectively with both internal and external stakeholders

• Excellent analytical and problem-solving skills and a deep understanding of accounting principles and processes

• Ability to plan and strategize at a senior level

• Ability to work with multiple deadlines in a fast-paced setting

• Strong management skills

• Innovative computer skills on MS Office and accounting databases and software

Education & Experience

This position requires up to 10% to 25% travel, with increased travel expected during training, system implementations, or onboarding periods.

Work Environment & Physical Requirements

This position may be performed remotely. This position is performed in an office environment (could be done remotely) and requires prolonged periods of sitting at a desk and working on a computer. Individuals must be able to lift 15 pounds at a time.

Accommodations

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.