Controller, Finance & Banking, Financial Compliance

Controller Position at Alera Group

The Controller is a key part of the local finance team responsible for the timely and accurate recording of the financial performance of the Alera Philadelphia office. Financial information reports are based on key performance indicators that are managed at the local agency and corporate level. This position includes weekly interactions with the Alera Group Accounting team at the corporate, regional and agency level to ensure accurate financial information is being conveyed timely.

Success in the position is defined as leveraging procedures and communications with internal teams to generate and provide timely financial information so firm leadership can make informed business decisions as well as making the close and reporting processes more efficient and accurate.

About Alera Group Alera Group was founded in 2017 and has grown to become the 12th largest broker of U.S. business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

• Meaningful Impact:
  Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
• Growth & Learning:
  Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
• Collaborative Culture:
  Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

• Partner with agency and corporate leadership to provide meaningful financial insights and support business decision-making
• Oversee client compensation reporting and ensure alignment with service agreements
• Collaborate with stakeholders to identify financial risks and opportunities

• Lead the accounting team and oversee daily financial operations
• Manage the month-end close process, financial reporting, budgeting, and forecasting
• Oversee billing, accounts payable, commission processing, and expense management activities
• Drive process improvements that enhance accuracy, efficiency, and reporting capabilities

• Analyze financial and operating results to support growth and profitability objectives
• Develop forecasts and financial models to support business planning
• Partner with leadership on revenue projections, compensation planning, budgeting, and operational initiatives

• 5+ years of accounting and finance leadership experience
• 3+ years of experience in a Controller or comparable leadership role
• Experience in the insurance, property and casualty and/or employee benefits, or professional services industry
• Strong knowledge of financial reporting, budgeting, forecasting, and accounting principles
• Excellent analytical, communication, and organizational skills
• Bachelor's degree in Accounting, Finance, Business Administration, or a related field

• Experience with Applied EPIC and/or Benefit Point

• Financial Leadership
• Strategic Thinking
• Financial Analysis
• Process Improvement
• Team Development
• Communication and Collaboration
• Problem Solving
• Attention to Detail

Compensation:
Salary range: $125,000 – $150,000 per year Eligible for performance-based bonus:
Yes

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is Hybrid

At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You'll have access to:

• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities

Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.

This position may require:

• Active Insurance License
• Ability to obtain required licensure within the agreed upon timeline after hire
• Ongoing continuing education to maintain active status

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

Location Type:
Hybrid - 3 or more days in office - Office UKG Work location