Tri-State Market Controller

OVERVIEW

At Alera Group, our finance teams play a critical role in supporting the financial health, operational excellence, and continued growth of our business. Through strong financial leadership, strategic partnership, and disciplined execution, our teams help drive informed decision-making across the organization. Alera Group is looking for a strategic, hands-on Tri-State Market Controller to support the Northeast Region finance organization. This role will serve as the senior finance leader for the Tri-State market, owning accounting operations, financial reporting, close processes, compliance, and business partnership activities across the region. The ideal candidate brings strong controllership experience, deep accounting expertise, leadership capabilities, and the ability to thrive in a fast-paced, evolving environment. This individual will also play a key role in regional transformation initiatives, including system consolidations, operational improvements, and acquisition integrations.
About Alera Group
Alera Group is an independent, national insurance and financial services firm built on the belief that collaboration drives better outcomes. Founded in 2017 by a group of like-minded entrepreneurs, Alera has grown into one of the nation's leading firms, bringing together deep expertise across Employee Benefits, Property & Casualty, Retirement Plan Services, Wealth Services, and HR consulting. With a people-first culture and a strong focus on client experience, Alera empowers teams to make an impact while growing meaningful careers.
Why Alera Group
Meaningful Impact
Play a key role in supporting the financial integrity and operational success of a growing market within one of the nation's leading insurance and financial services organizations.

Growth & Learning
Gain exposure to strategic finance leadership, transformation initiatives, and cross-functional collaboration within a dynamic and evolving organization.

Collaborative Culture
Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way.

RESPONSIBILITIES

Financial Leadership & Ownership

• Own accounting, finance operations, and required financial reporting for the Tri-State market within Alera's Northeast Region
• Serve as a trusted finance business partner to regional leadership, agency leaders, and cross-functional stakeholders
• Support broader Northeast Region finance initiatives and special projects as needed

Month-End Close, Reporting & Analysis

• Lead the month-end close process, including reconciliations, journal entries, and deliverables to ensure timely and accurate reporting in accordance with corporate timelines
• Prepare, review, and analyze financial statements, management reports, and business performance commentary
• Partner with FP&A and operational leaders on budgeting, forecasting, variance analysis, trend reporting, and financial lookbacks
• Identify insights, risks, and opportunities through financial analysis and performance monitoring

Process Improvement, Controls & Compliance

• Evaluate and improve accounting processes, workflows, and internal controls to drive efficiency, accuracy, and scalability
• Ensure compliance with US GAAP, company policies, and applicable regulatory requirements
• Maintain strong technical accounting knowledge and apply best practices across reporting and controllership activities
• Lead audit preparation and coordination in partnership with Northeast Finance leadership

Transformation & Strategic Initiatives

• Support finance transformation efforts, including accounting system migrations, AMS consolidations, and process standardization initiatives
• Partner on integration efforts related to acquisitions, including onboarding newly acquired agencies into Alera's financial operating model
• Help drive continuous improvement across regional finance operations

Team Leadership & Collaboration

• Lead, coach, and develop finance and accounting team members, including remote and geographically dispersed employees
• Establish priorities, delegate effectively, and foster accountability across the team
• Provide mentorship, tools, and operational guidance to support team success
• Collaborate closely with agency leadership and business partners to define, track, and communicate key business metrics

QUALIFICATIONS

Required Experience

• 10+ years of progressive accounting and finance experience
• 5+ years of leader