Controller

Full Time | Position is Remote

Amplify helps people build wealth through life insurance. We are the first direct-to-consumer platform that offers life insurance investment products where customers can invest tax-free through their life insurance and access it for anything they wish. We are trailblazing the life insurance industry, helping families protect what matters most to them.

At Amplify, our mission is to add value into our customer’s lives while they are still alive and well. That goal starts with building a strong and collaborative Amplify team. We strive to cultivate an environment that takes care of people, so those people can take better care of our customers. We want our team members to be here for the long haul and that’s why our job is to ensure a culture of transparency, inclusiveness, support, ownership, growth and learning opportunities. 

The Controller is responsible for managing the accounting operations of Amplify and reports to the CFO. The Controller will plan and direct the accounting operations of the company as well as develop and implement policies and procedures as approved by the CFO and Executive Leadership Team. S/he will oversee and mentor financial/accounting staff to enhance and support the company’s overall objectives.

Job Functions:

• Oversee the operations of the Accounting Department, which include accounts payable, accounts receivable, bank reconciliations, commissions and payroll.

• Lead and mentor accounting staff. Collaborate closely with the CFO, head of Finance, and other stakeholders.

• Maintain a documented system of accounting policies and procedures; implement a system of controls over accounting transactions to minimize risk in accordance with audit recommendations and compliance requirements. 

• Ensure timely month end close making sure to raise any issues ahead of time to the CFO.

• Oversee the production of financial reports; ensure that the reported results comply with GAAP standards.

• Recommend and implement KPI’s that will be used to measure department performance.

• Own the annual budgeting process; report on budget vs actual variance results.

• Prepare company wide KPI’s owned by the finance dept.

• Ensure compliance related workflows across departments such as HR, licensing and rev-ops.

• Responsible for account tie-outs, reconciliations, ability to prepare and post journal entries, etc.

• Assist CFO with annual financial audit, statutory audit and tax prep.

• Engage in year-end activity including W-2’s, 1099’s and all necessary reconciliations.

• Ensure compliance with local, state, and federal government requirements, including depts of insurance.

• Experience with insurance carrier commission payments, agent commission expense and GAAP revenue recognition rules.

• Experience or understanding of insurance statutory accounting a plus.

Education/Training Requirements: 

● Bachelor’s degree in Business Administration, Accounting, or Finance required.

Skills/Experience: 

● Minimum of 7-10 years senior experience in accounting and finance

● Expert level experience with accounting platforms.

● Broad experience with payroll platforms.

● Excellent management and supervisory skills.

● Excellent organizational and time management skills.

● Experience with databases and application systems.

● Excellent written and verbal communication skills.

● Personal Effectiveness/Credibility

● Problem Solving/Analysis

● Strategic Thinking

● Technical Capacity

● Experience with outside auditors and tax accountants

● Experience with stock-based compensation

● Proficiency in Google platform and Microsoft Office

● Experience with Sage Intaact and TriNet HR Services a plus

Qualities/Behaviors:

● A positive can-do attitude.

● Strategic thinking with proven success of developing and executing plans.

● Flexibility to adapt to any challenge that presents itself.

● Be a great communicator who thrives in a remote start-up environment.

● Likes learning new things and wants to pass along knowledge to others.

● Words like trustworthy, collaborative, team player, and flexible describe you perfectly.

About Us

Founded in 2019 by life insurance industry veterans, Amplify has been changing the way we approach life insurance to build wealth ever since. Previously, life insurance policies were used by the wealthiest 1%. Now, with our innovative software and expert life insurance agents, Amplify is providing access to everyone.

Emerging from the manual and agent-driven traditional industry, Amplify offers an intelligent customer journey with frictionless policy customization, pre-underwriting, and in-force policy management in a streamlined digital customer journey. Amplify is the first digital platform tackling the $70B permanent life insurance industry with a vision to launch a life insurance product that bridges health and financial wealth.

Amplify is an equal opportunity employer. We value a diverse workforce and an inclusive culture. Amplify encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, age, national origin, marital status, citizenship, disability, or veteran status.