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