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Vizance

Assistant Controller


Job Overview

Vizance, an independent insurance agency with locations throughout Wisconsin, North Dakota, and Minnesota, is seeking a Controller to join a growing, dynamic organization.

This position, based out of our headquarters in Hartland, is largely hands-on and requires a “roll up your sleeves” mind-set. The Controller will oversee financial operations, ensuring accurate reporting, and enhancing efficiency.

WHY VIZANCE?

We pride ourselves in offering a work environment that delivers opportunities for advancement and a culture that values relationships, loyalty, and hard work.

Our success over the past 40+ years has been built by the dedicated associates at Vizance, and has earned us a number of awards, including Top Workplaces, Best Places to Work, Future 50, and Fastest Growing Firms.

WHAT YOU WILL LIKE ABOUT BEING AN ADVISOR AT VIZANCE

  • Comprehensive benefits package including medical, dental, vision, life, and disability insurance
  • 401(k) w/ partial match
  • Paid Time Off, including your birthday!
  • Ongoing education opportunities
  • A supportive team environment that celebrates success
  • Opportunities for growth
Benefits

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Requirements

WHAT YOU WILL BRING TO VIZANCE

  • Bachelor’s Degree in Accounting
  • Minimum of 5 years of relevant experience
  • CPA designation preferred
  • High level of expertise in Excel, including proficiency with macros, lookups, and pivot tables
  • Substantial financial background
  • Strong modeling and data manipulation capabilities
  • Outstanding communication skills
Responsibilities

WHAT YOU WILL DO AT VIZANCE

  • Assist with preparing and analyzing income statements, balance sheets, and cash flow statements, at the corporate, branch, and department levels
  • Assist with performing all month-end, quarterly, and year-end functions at both the branch and corporate levels, and prepare appropriate reports
  • Review and reconcile accounts payable and accounts receivable
  • Ensure accurate journal entries and appropriate cost allocations
  • Assist with preparations for audits
  • Reconcile accounting inaccuracies
  • Monitor and enforce system of internal controls
  • Recommend process improvements
  • Assist with tax preparation and other annual reporting requirements

Remote Type: No
Job Type: Full-Time
Job Category: Accounting / Finance
Location: 1320, Walnut Ridge Drive, Suite 200,Hartland,WI,53029,US

About Us

Founded in 1978 by Bob and Terri Cardenas as RC Insurance Services, our agency has always focused on tailoring solutions to every client. Over the next 4 decades, the firm grew – providing unmatched service to clients and an unwavering dedication to their associates. Their son Jeff Cardenas and family friend Dimas Ocampo continue to lead the organization and maintain the company’s high standard of excellence and a strong commitment to corporate values.

Looking forward, thinking forward and moving forward, the company rebranded in 2017 under a new name – Vizance – to better reflect the company’s values and forward-looking approach to meeting the needs of its associates and its clients.

Why Join Us

As a family enterprise, we naturally put people first. That’s our culture. We pride ourselves on fostering an environment that is supportive, creative and fun. It’s why our associates enjoy a strong bond working together for the benefit of each other, our clients and the communities we serve. The desire to help people is in our collective DNA.

We are a vital and growing firm. We enjoy dynamic leadership and a simple management structure that stimulates free-flowing communication, far-reaching vision, ambitious drive and innovation. Vizance maintains its culture of integrity and high excellence through a strong commitment to unwavering values followed since the company’s founding in 1978.

The agency has repeatedly been recognized on the”Top Workplaces,” “Best Places to Work,” “Fastest Growing Firms,” and “Future 50” lists. In April 2019, Vizance was awarded first place in its category in the Milwaukee Journal Sentinel’s Top Workplaces program.

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Phone: 262-563-5462