What are the responsibilities and job description for the Assistant Controller position at Aligned Solutions?
Assistant Controller- CPA Required
Location: Boca Raton, FL
About the Opportunity
Our client is an established, multi-entity organization seeking an Assistant Controller to join their Finance team.
Position Summary
This position will manage and support day-to-day accounting activities including Accounts Payable, Commissions, and Claims Billing functions, as well as manage the GL Accounting team through month-end closing activities and production of the company's financial statements. The role supports the Controller with financial reporting, audits, budgeting, cost allocation, and internal controls.
Essential Functions
General Ledger and Financial Reporting
- Lead month-end close and preparation of internal monthly financial statements and reporting packages
- Review journal entries, balance sheet reconciliations, and reports at month-end and on an as-needed basis
- Work closely with the Commissions team to develop, analyze, and reconcile reports and statements
- Support Accounts Payable and Claims Billing functions as needed
- Train and mentor junior staff
- Assist with annual audit preparation
- Assist with system reviews to identify process and reporting improvements
- Perform other duties as required and assigned
Budgeting & Financial Analysis
- Lead the annual operating budget process in coordination with department heads, including guidance on budget assumptions, timelines, and documentation
- Maintain detailed department-level budgets within the financial system and supporting models
- Prepare monthly budget-to-actual variance analyses, identifying key drivers and trends
- Partner with department leaders to review variances, validate explanations, and support corrective action where needed
- Ensure budgets align with approved organizational objectives and cost structures
Cost Allocation & Expense Management
- Develop, document, and maintain cost allocation methodologies across departments, entities, and cost centers
- Ensure cost allocations are applied consistently, accurately, and in accordance with internal policies
- Collaborate with Accounting to reconcile allocated costs to the general ledger and resolve discrepancies
- Reassess allocation methodologies periodically to ensure continued appropriateness and transparency
Required Education and Experience
- Bachelor's degree in Accounting
- Certified Public Accountant (CPA) license
- More than five years of progressive accounting experience, preferably within publicly traded companies and multi-entity environments
- Experience in budgeting, cost analysis, and cost allocation
- Experience leading the month-end close, with strong adherence to deadlines
Preferred Qualifications
- Ability to multi-task and adapt to changing priorities
- Strong analytical and problem-solving skills with attention to detail
- Advanced Excel skills, including complex formulas and financial models
- Solid understanding of general ledger accounting and expense structures
- Ability to clearly communicate financial concepts to non-financial audiences
- Proven ability to work collaboratively across departments while maintaining financial discipline
- Highly organized, with the ability to manage multiple priorities and deadlines
For additional information please visit www.alignedtogether.com