Agero + Swoop
As the driver assistance category leader, we're at the forefront of a major industry transformation.
Medford, MA

Controller

| Greater Boston Area
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The Cross Country Group- Family Office Financial Controller

About the Cross Country Group:

The Cross Country Group is a leading provider of technology-enabled service programs for Global 500 firms in North America. The Cross Country Group works with over 500 corporate clients and their over 150 million consumers to provide services of various types. The Cross Country Group is comprised of three independent, entrepreneurial operating companies, including Agero, with a focus on business process outsourcing, emergency assistance services, consumer direct marketing, information services and related areas, as well as a family office that makes a range of investments.

*Agero Inc, one of the firms owned by The Cross Country Group is providing recruiting supporting for this hire.

Role Summary:

The Family Office Financial Controller will be responsible for the administration, reporting, and analysis of the family office investments including real estate direct investments and limited partner interests in third party funds.  The family office currently has approximately $100 million in assets and is growing.  In addition, this position oversees all corporate accounting and internal reporting functions for the various non-operating company entities in the Cross Country Group including A/P, A/R, GL, Cash management and annual 1099 preparation.  Exposure to large real estate projects, familiarity with investment agreements and tax considerations is a plus.

About the Day to Day:

  • Oversees and supports the administration of a family office partnership including but not limited to preparing fund subscription documents, ordering wire transfers, daily cash reconciliation, ensuring adequate funding levels and monthly, quarterly, and annual performance reporting of partnership including: Market Value calculations, Investment Sector allocations, outstanding commitment and IRR calculation. In total and by partner
  • Analyzes fund performance and participates in meetings with potential and current fund managers to review performance.  perform investment diligence and make investment recommendations.
  • Ensures timely receipt of annual K-1’s for family office to deliver to tax accountants.
  • Provide financial support for Family Foundation including maintaining accurate books, calculating realized and unrealized gains/losses, computing minimum distribution requirements to ensure compliance, prepare annual gift contribution letters, and interface with external tax specialist as needed.
  • Responsible for maintaining accurate books for several entities including real estate entities.
  • Prepares monthly consolidating financial reporting package summarizing The Cross Country Group operating entity performance.
  • Updates forecasts on a quarterly basis for tax planning.
  • With a strong attention to detail and flexibility, establishes and meets deadlines.
  • Maintains monthly general ledgers fully supporting all balance sheet accounts.
  • Coordinates the preparation of account reconciliations and assesses the accuracy and completeness of account balances including inter-company balances.
  • Ensures the accuracy and completeness of state sales tax accruals.
  • Prepares internal and external financial statements.
  • Special projects as required by senior management.
  • Directs the installation and maintenance of accounting software including upgrades and conversions, and other related processes and controls.

Education, Experience & Attributes:

  • Bachelor’s degree in accounting, finance or related field or equivalent experience.  CPA or MBA or Master’s degree in related field preferred.
  • 10+ years of progressive finance and accounting experience in a complex environment, with progressive management responsibilities. 
  • 3 years of project experience, including supporting real estate facility construction and maintenance. 
  • Strong public/private background. 
  • Ability to design and maintain a family office reporting system that includes sophisticated financial analytics and appropriate internal accounting controls.
  • Strong knowledge of accounting standards, financial analytics, internal controls and GAAP. 
  • Excellent analytic, project management, communication and interpersonal skills. 
  • Advanced proficiency in Excel and Access is required. 
  • Working knowledge of accounting systems and Quickbooks. 
  • Detail oriented, organized, and conscientious.
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Where we are

We're located in thriving Medford, MA, along the picturesque Malden River, with close access to the MBTA, I-93, restaurants, shops & downtown Boston.

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
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    • GolangLanguages
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What are Agero + Swoop Perks + Benefits

Agero + Swoop Benefits Overview

Agero is focused on providing a resource rich, creative environment driven by exciting work as well as a multitude of opportunities to accelerate your technology career. In support of this mission, we offer a wide range of benefits to include:

- Flexible time off policy
- Rich opportunities to volunteer and give back to our surrounding community through groups such as "read to a Child" and the Mystic Rivershed Cleanup organization
- Tuition reimbursement
- A robust game and entertainment room complete with the latest and greatest gaming systems
- Weekly happy hours
- Robust internal career development programs designed to support the growth of each employee's career
- World class onsite gym complete with spinning, yoga and much more!

Culture
Volunteer in local community
Read to a Child, Mystic Rivershed Clean up.
Friends outside of work
Eat lunch together
Intracompany committees
You will have the opportunity to help with: identifying the latest additions for our game rooms, discussing how to better communicate across the org or planning events.
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Agero employees can contribute up to $2,750 annually to their FSA.
Disability Insurance
Disability insurance covers 60% of pre-disability earnings.
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Employer covered life insurance is equal to 1x an employee's annual salary. Employees also have the option to purchase supplemental life insurance up to 5x their annual salary.
Pet Insurance
Wellness Programs
Onsite Gym
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Agero provides employees with a 401(k) matching plan managed by Fidelity Investments. We match 100% of the first 2% of contributions, and 50% of the next 4% of contributions.
Performance Bonus
Whether you are an engineer or a contact center representative, a piece of your annual compensation is delivered via an annual bonus, paid 2 per year. Target bonus amounts vary by role.
Child Care & Parental Leave Benefits
Flexible Work Schedule
Family Medical Leave
Company sponsored family events
Agero sponsors summer BBQ's as well as a halloween extravaganza complete with in house trick or treating, haunted houses and best costume contests for the children of employees.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Game Room
Happy Hours
Parking
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Whether it's personal development or for general education about our business, Learn at lunch is a big part of who we are!
Promote from within
Continuing Education stipend
Time allotted for learning

Additional Perks + Benefits

We’ve got the benefits you’re used to and some you aren’t – including flexible health and dental care from your choice of doctors. We take care of the time off and allow you to make decisions about how much you want to carry over from year to year so you can recharge your batteries and achieve harmony both inside and outside of the workplace. How many places set you up with laptops and two monitors as standard fare? We’ve got more discounts and perks than you can count on 2 hands – and they are meaningful! Plus we offer a free subscription to the CC Motor Club.

An Insider's view of Agero + Swoop

How would you describe the company’s work-life balance?

Agero allows me to have the work-life balance I need. The company understands and cares that employees have things they need to deal with outside work. Agero is the most flexible company I have ever worked at in accommodating the chaotic schedule I sometimes have to work; I arrange my life first and know it’s ok to make my work fit in around that.

Cathy

Senior Manager, Data Science

How has your career grown since starting at the company?

The Agero team has supported my career growth in two ways, by helping identify my strengths and creating a role that plays to those strengths. They value their employees and frequently expose them to new opportunities. They have created an increasingly unique environment with relatively high job security, fun work, and high career growth potential.

Richard

Chief of Staff

What is your vision for the company?

To deliver exceptional, modern & seamless roadside assistance, accident management & connected vehicle experiences to customers worldwide. We’ve long been a leader in the US & are transforming the industry not just here but globally, creating new experiences for the consumer, client, call center agent, service provider, dealership & repair shop.

Jeff

Chief Strategy Officer

What makes someone successful on your team?

My team is comprised of Program Managers who are responsible for driving delivery across most of the organization. Those who are most successful are proactive, solution-oriented, and skilled collaborators, have a natural and relentless curiosity, and both embrace and evangelize change. Of course, great discipline and organization skills help too!

Stefanie

Director, Program Management

Agero Careers In Medford
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The Cross Country Group- Family Office Financial Controller About the Cross Country Group: The Cross Country Group is a leading provider of technology-enabled service programs for Global 500 firms in North America. The Cross Country Group works with over 500 corporate clients and their over 150 million consumers to provide services of various types. The Cross Country Group is comprised of three independent, entrepreneurial operating companies,

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