Reserv Looking for Controller at New York, United States Full Time

Reserv is an insurtech creating and incubating cutting-edge AI and automation technology to bring efficiency and simplicity to claims. Founded by insurtech veterans with deep experience in SaaS and digital claims, Reserv is venture-backed by Bain Capital and Altai Ventures and began operations in May 2022. We are focused on automating highly manual tasks to tackle long-standing problems in claims and set a new standard for TPAs, insurance technology providers, and adjusters alike.

About The Role

As the Controller, you will be responsible for establishing and maintaining the financial guardrails for the organization while providing key finance insights to our senior leaders as we grow and scale our operations. Your responsibility will be broad and range from financial reporting and analysis, establishing controls, and ensuring compliance with all tax and accounting requirements. Attention to detail will be critical as you will be responsible for establishing a consistent financial statement close process and the ideal candidate is excited about scaling new processes that provide information on the financials of the organization. This role offers the opportunity to build and scale a function in close partnership with the CEO and drive lasting change in Reserv’s business. Join our exceptional team and help shape the future of Reserv.

Who you are

• Data Obsessed. Data excites you, and you consistently leverage it to inform and support decision making
• Analytical. You have strong analytical skills, using data-driven insights to make informed decisions and drive continuous improvement
• Strategic Thinker. You possess the ability to think critically, analyze complex situations, and develop innovative strategies to drive the success of our claims organization
• Detail-Focused. You dive deep into the numbers and ensure that our financials are always maintained with compete accuracy
• Collaborative. You thrive in a collaborative environment, fostering strong relationships with internal and external stakeholders to achieve common goals
• Resilient. You remain composed and adaptable in the face of challenges, demonstrating resilience and the ability to navigate through ambiguity
• Results-Driven. You have a track record of achieving measurable results, setting ambitious goals, and driving performance to meet and exceed expectations
• Ethical. You demonstrate high ethical standards and integrity in all aspects of your work, maintaining trust and transparency in your interactions

What we need

We need you to do all the things typical to the role:

• Provide comprehensive financial updates to leadership by evaluating, analyzing, and reporting appropriate data points
• Build dashboards and reports that provide real-time and actionable insights to senior leaders
• Provide ad-hoc financial analysis and insights in support of different projects or initiatives
• Coordinate annual budget and hiring forecast process and consistently track on weekly basis to ensure we are meeting financial forecasts
• Establish and scale accounting policies, practices, and procedures across the program while maintaining day-to-day accounting processes such as cost accounting, revenue-recognition, etc
• Review financial statements and related account analysis, ensuring that all accounting records are maintained in accordance with GAAP
• Establish, scale, and enforce financial controls and guidelines for the organization
• Manage and comply with local, state, and federal government reporting requirements and tax filings
• Manage the monthly financial statement close process in accurate and timely manner
• Serve as primary contact for external auditors with respect to quarterly and annual audits

Requirements

• 12+ years of overall combined accounting and finance experience
• 5+ years of experience as a controller or similar role
• Thorough knowledge of GAAP accounting principles, procedures and legislation
• Attention to detail and ability to derive insights from data
• Experience collaborating with an executive team to plan and execute on strategy
• Strong knowledge of accounting software
• CPA required
• Experience in startup or insurance a plus (but not required!)

Benefits

• Generous health-insurance package with nationwide coverage, vision, & dental
• 401(k) retirement plan with employer matching
• Competitive PTO policy – we want our employees fresh, healthy, happy, and energized!
• Generous family leave policy
• Work from anywhere to facilitate your work life balance paired with frequent, regular corporate retreats to build team cohesion, reinforce culture, and have fun
• Your choice of Windows or Apple laptop, large second monitor, and other quality-of-life equipment you may want. Technology is something that should make your life easier, not harder!

Additionally, We Will

• Listen to your feedback to enhance and improve upon the long-standing challenges of an adjuster and the claims role
• Foster a culture of empathy, transparency, and empowerment in a remote-first environment

At Reserv, we value diversity and believe that a variety of perspectives leads to innovation and success. We are actively seeking candidates who will bring unique perspectives and experiences to our team. We welcome applicants from all backgrounds and encourage those from underrepresented groups to apply. If you believe you are a good fit for this role, we would love to hear from you!