Highlights
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. 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.
Numbers & Facts
| Location | Berwyn, Pennsylvania |
| Job Type | Full-time |
| Salary | $125,000–$150,000 Per Year |
Description
Overview:
Controller
Location: Hybrid
At Alera Group, our Philadelphia team helps businesses protect their assets, manage risk, and plan accuracy.
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.
Why Alera Group
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
What You'll Do
Client Partnership & Risk Strategy
- 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
Operational Excellence
- 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
Strategic Contribution
- 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
Qualifications:
What You Bring
Required
- 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
Preferred
- Experience with Applied EPIC and/or Benefit Point
Core Competencies
- Financial Leadership
- Strategic Thinking
- Financial Analysis
- Process Improvement
- Team Development
- Communication and Collaboration
- Problem Solving
- Attention to Detail
Additional Information:
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
Professional Development – Alera Group Academy
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.
Licensure & Certifications (If Applicable)
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.
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