Controller

Job Description

Controller

A well-established and growing independent insurance agency is seeking an experienced Controller to lead its accounting and financial operations. This is a hands‑on leadership role with significant responsibility for financial reporting, commission revenue management, budgeting and forecasting, cash flow, and strategic financial support. The ideal candidate will have a strong accounting foundation, experience managing commission-based revenue, and the ability to partner closely with executive leadership in a high‑volume, transaction‑driven environment.

Key Responsibilities

Financial Strategy & Leadership

Partner with executive leadership on financial strategy, profitability, and growth initiatives.

Support strategic initiatives including organic growth, acquisitions, and new revenue opportunities.

Provide financial insight and analysis to support business decisions.

Commission Revenue Management

Oversee commission accounting for both agency bill and direct bill revenue.

Reconcile carrier statements and internal records to ensure accuracy and completeness.

Track and forecast contingent income.

Oversee producer compensation and commission structures.

Identify and improve processes related to billing and commission accuracy.

Financial Reporting & Analysis

Oversee monthly, quarterly, and annual financial reporting.

Analyze revenue and profitability across business lines, producers, and programs.

Provide financial analysis, forecasts, and recommendations to senior leadership.

Accounting Operations & Controls

Oversee general ledger, accounts receivable/payable, reconciliations, and payroll.

Ensure compliance with GAAP and applicable regulatory requirements.

Maintain and strengthen internal controls and accounting processes.

Coordinate the annual external financial audit.

Budgeting, Forecasting & Cash Management

Lead annual budgeting and ongoing forecasting with a focus on commission‑based revenue variability.

Monitor performance against budget and provide variance analysis.

Manage cash flow, liquidity, banking relationships, and related financial risk.

Team Leadership

Lead, develop, and mentor the accounting team.

Establish clear roles, responsibilities, and performance expectations.

Promote accountability, collaboration, and continuous process improvement.

Business & Operational Support

Partner with department leaders to evaluate the financial impact of business initiatives.

Support pricing, compensation, and profitability analysis.

Identify opportunities to improve efficiency and automate financial processes.

Qualifications

Bachelor’s degree in Accounting, Finance, or a related field required.

Experience with insurance agency accounting and commission revenue strongly preferred.

CPA highly preferred.

10+ years of progressive accounting and finance experience.

Strong knowledge of financial reporting, accounting principles, and financial management.

Experience with budgeting, forecasting, financial analysis, and strategic planning.

Proven leadership experience with the ability to manage and develop a team.

Compensation & Benefits

$200,000–$250,000 base salary

10% year‑end bonus

Medical, dental, vision, and life insurance

Employer-sponsored HSA

401(k) with employer match

PTO and paid holidays

Casual, collaborative office environment

Schedule

Hybrid – 2–3 days per week in the office. Mondays are required in-office; the remaining hybrid schedule is flexible.

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