Assistant Controller

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.

• 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