Oswald Companies · 3 months ago
Assistant Controller
Cleveland, OH
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expOswald Companies is a 129-year-old independent, employee-owned company dedicated to providing protection around the lives and businesses of clients. The Assistant Controller will support the Controller in managing the company’s accounting operations, ensuring compliance with GAAP, driving accurate financial reporting, and fostering a collaborative team environment.
Financial ServicesInsurance
Responsibilities
Oversee core accounting functions including general ledger management, month-end close, and financial reporting
Support the development and maintenance of financial controls and accounting systems to ensure accuracy, efficiency, and compliance
Ensure timely and accurate preparation of internal and external financial statements
Lead and mentor accounting staff, providing coaching, training, and performance feedback
Collaborate with cross-functional teams to support business initiatives and financial decision-making
Manage accounts receivable and cash controls, ensuring timely collections and accurate bank reconciliations
Oversee disbursement activities including accounts payable, purchase orders, payroll expenses, and employee reimbursements
Assist with budgeting and forecasting processes, providing financial insights to support strategic planning
Coordinate audit activities and prepare documentation for external auditors
Maintain and enforce accounting policies and procedures to safeguard company assets
Stay current on industry trends, accounting standards, and regulatory changes
Continuously identify opportunities for process improvement and operational efficiency
Perform other duties as assigned
Qualification
Required
Bachelor's degree in Accounting or Finance from a four-year college or university
10+ years of relevant experience, including at least 5 years of progressive accounting experience
Minimum of 3–5 years in public accounting
Experience in a large corporate or divisional environment
Strong working knowledge of GAAP and relevant regulatory standards
Proficiency with ERP systems and financial reporting tools
Preferred
Certified Public Accountant (CPA) designation
Experience leading accounting teams and driving process improvements
Benefits
Performance-based annual incentive program
Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings
Paid time off annually and a sabbatical at every 10-year service anniversary
Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
Access to specialized leadership development programming designed to take your career to the next level
Company
Oswald Companies
Oswald Companies is an independent insurance brokerage firm.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2020-12-08Acquired
Leadership Team
Robert Klonk
Chairman and Chief Executive Officer
Recent News
Seattle TechFlash
2025-09-22
2025-05-01
Company data provided by crunchbase