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

RESPONSIBILITIES

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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Location Type

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

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