Assistant Financial Controller

About BMS Group

BMS is a dynamic, independent, global broker established in 1980, delivering specialist insurance, reinsurance, and capital markets advisory services. We are a global brand with offices located across the US, Canada, Latin America, Australia, Europe and Asia with both a strong, local focus and understanding of market needs.

Our teams are respected globally for their specialist market knowledge, intelligent analysis and insight. Our people strive to be ‘the best in class’ and with an innovative approach and their entrepreneurial thinking, our clients truly benefit from better solutions to policy development and placement.

Being independent makes a key difference to our clients, giving our brokers the freedom to deliver the best solutions, tailored to meet their business needs. Coupled with our collaborative team approach, single platform worldwide and renowned personal service, we are the independent broker of choice.

Summary of Position

The Assistant Financial Controller supports the Financial Controller in leading the organization's accounting, financial reporting, tax, audit, compliance, and finance operations functions. This role is responsible for ensuring the accuracy and integrity of financial information, maintaining a strong internal control environment, supporting strategic business initiatives, and driving continuous process improvement.

Serving as a key member of the Finance leadership team, the Assistant Financial Controller will oversee core accounting activities, support regulatory and statutory compliance, coordinate audit and tax matters, and lead finance transformation projects. This position acts as a trusted business partner across Finance, Operations, Human Resources, Information Technology, and other functional areas to improve processes, strengthen controls, and enhance organizational performance.

Key Responsibilities & Accountabilities

The below represents a summary of key deliverables – a comprehensive job description is available on request.

Financial Reporting:

• Lead all month, quarter, and year-end closing cycles to ensure the timely and accurate delivery of financial statements in strict compliance with U.S. GAAP and corporate policies.

Tax Management:

• Coordinate the preparation, review, and filing of federal, state, and international tax returns while managing tax provision calculations and deferred tax accounting alongside external advisors.

Audits & Controls:

• Serve as the primary point of contact for external auditors while actively developing, implementing, and monitoring robust internal controls to safeguard company assets.

Operations Oversight:

• Provide strategic oversight for day-to-day financial activities, ensuring accuracy and efficiency across the General Ledger, Accounts Payable, Fixed Assets, and Treasury.

Team & Project Leadership:

• Drive high-impact business transformation and finance projects while directly coaching, mentoring, and developing accounting staff to foster a collaborative culture.

What we’re looking for

Essential

• Bachelor’s degree in accounting, finance, or related discipline.
• 5-10 years of progressive accounting and financial reporting experience.
• Strong knowledge of U.S. GAAP, financial reporting, and accounting controls.
• Experience managing month-end close, reconciliations, and financial statement preparation.
• Demonstrated experience coordinating audits and supporting tax compliance activities.
• Advanced proficiency in Microsoft Excel and financial systems.
• Proven project management and process improvement experience.
• Strong analytical, organizational, and problem-solving skills.

Preferred

• Certified Public Accountant (CPA) designation.
• Experience within insurance, reinsurance, financial services, or a highly regulated industry.
• Financial and Operations Principal (FinOp), FINRA Series 27 and/or
• Entry‑level financial and operations principal (FinOp), FINRA Series 28
• Operations Professional FINRA Series 99
• Experience with ERP implementations, finance transformation, and system integration projects.
• Knowledge of SOX compliance, internal controls, and regulatory reporting requirements.
• Experience with financial reporting and analytics tools such as Workday, Power BI, Qlik, Infor Q&A or similar platforms.

What’s in it for me?

This is a permanent role, offering a competitive salary and bonus plus access to our personalized benefits platform, Your Rewards, including:

• Medical insurance
• Vision insurance
• Dental insurance, 401(k)

Through our Diversity, Equalityand Inclusion (DEI) vision, we are committedto ‘building a culture of belonging for all, valuing diverse perspectives and embracing authenticity.’ As such, we have created our ‘BMS Together’ programme, with dedicated training, collaborative committees and intentional partnerships. In support of our ESG vision, we offer two additional paid days each year to take part in charitable work.