- Position: Assistant Controller
- Reports to: Controller
COMPENSATION & BENEFITS
$100,000 - $125,000 depending on qualifications and experience
Bonus potential
Generous PTO package
Medical, Dental, Vision, Life Insurance, Short Term & Long-Term Disability
401K match
ORGANIZATION/BUSINESS OVERVIEW
- North Star Resource Group is an independent financial services firm helping our clients start and stay on the path to financial security. We are committed to your complete financial wellness; whatever life may bring.
- We are looking for individuals to join our company that live our core values:
Responsibility
Faith
Integrity
Growth
Gratitude
Service
POSITION SUMMARY
The purpose of this position is to oversee and assist with various processes in the accounting department. Essential Functions:
Oversee accounting department and internal auditing
Supervise, train and mentor accounting dept staff
Serve as a liaison between advisors and the accounting team
Oversee/handle accounts payable and receivable workflows
Test and maintain internal financial controls
Oversee team member benefits administration
Oversee advisor commissions process
Reconcile complex bank and general ledger accounts
Assist with tax preparation and filings
Assist with managing client/vendor relationships (office supplies, rent, copiers etc)
Oversee/handle accounting for North Star related organizations (NS Tax, NSRG Ventures, Charitable Foundation)
- .
- Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills and abilities.
Show the full description
Bachelor’s degree in accounting. CPA preferred
3-5 years experience in accounting, financials, and financial services preferred
Previous experience supervising accounting staff preferred
Strong working experience using ERP accounting system (i.e. Great Plains, Business Central)•Solid experience using Quickbooks and other accounting software
Strong curiosity and ability to identify and implement process improvements•Experience integrating AI into accounting functions is a plus
Extremely high attention to detail and accuracy
Maintain confidentiality of information
Excellent customer service skills
Ability to troubleshoot and research compensation/accounting issues
Excellent Microsoft Excel skills and working with large data files
This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed.
ADDITIONAL SKILLS AND EXPERIENCE
Knowledge of insurance / financial services industry preferred Experience with payroll administration would be a plus
Good organizational and demonstrated problem solving skills
Good understanding of DOL compliance for W2 team members and 1099 Independent Contractor IRS guidelines
