Job Description

We are seeking an experienced Controller to lead and manage our accounting department. The successful candidate will oversee all accounting operations, ensure accurate financial reporting, and provide strategic financial insights to senior management. This person will be reporting directly to the CEO. This role requires a detail-oriented professional with strong leadership capabilities and a proven track record in accounting management.

Requirements

• Department Leadership Oversee and manage all functions of the accounting department, including staff supervision, performance management, and professional development
• General Ledger Management: Direct the preparation and monthly reconciliation of the general ledger, ensuring accuracy and compliance with accounting standards
• Financial Reporting: Prepare and present accurate monthly, quarterly, and annual financial reports to executive leadership
• Accounting Operations: Manage day-to-day accounting operations including accounts payable, accounts receivable, and payroll
• Internal Controls Establish and maintain strong internal controls to safeguard company assets and ensure accurate financial record-keeping
• Compliance Ensure compliance with all applicable accounting standards (GAAP), tax regulations, and audit requirements
• Ad Hoc Projects: Complete special projects and analyses as directed by the CEO to support strategic decision-making
• Statutory Filings: Oversee various state and federal filing requirements
• Budget Support Assist with budget preparation, variance analysis, and financial forecasting
• Commission Accounting: Manage and reconcile commission income
• Carrier Reconciliations Reconcile accounts with insurance carriers, including premium deposits, commission payments, and policy-related adjustments
• Agency Balances: Monitor and manage agency bank accounts, including reconciliation of customer deposits and escrow accounts

REQUIRED QUALIFICATIONS

• Bachelor’s degree in Accounting, Finance, or related field (or equivalent professional experience)
• Minimum 3+ years of accounting experience, with at least 2 years in a supervisory or management capacity
• Strong proficiency with accounting software and Microsoft Excel
• Solid understanding of GAAP and financial reporting standards
• Excellent organizational, communication, and interpersonal skills
• Ability to manage multiple priorities and meet tight deadlines
• Strong analytical and problem-solving abilities

PREFERRED QUALIFICATIONS

• CPA (Certified Public Accountant) certification preferred but not required
• Experience with payroll and tax compliance