Job DescriptionThe Controller is responsible accounting operations, financial reporting of the organization, with a strong emphasis on commission-based revenue management and supporting financial strategy. This role ensures the accuracy and integrity of financial data related to agency bill and direct bill commissions, supports executive decision-making, and maintains strong internal controls across all financial processes.
The Controller serves as a strategic partner to leadership while also providing hands-on oversight of accounting operations in a high-volume, transaction-driven environment.
Duties/ResponsibilitiesFinancial Strategy & Leadership
- Partner with executive leadership to develop and execute financial strategies aligned with agency growth and profitability goals
- Support strategic initiatives including organic growth, acquisitions, and new revenue programs
Commission Revenue Oversight
- Oversee all aspects of commission accounting, including:
- Direct bill and agency bill commission reconciliation
- Contingent income tracking and forecasting
- Producer compensation and commission structures
- Ensure timely and accurate reconciliation of carrier statements and internal records
- Review, maintain, and strengthen processes for billing and commission accuracy
- Partner with operations and producers to resolve discrepancies and improve accuracy
Financial Reporting & Analysis
- Oversee preparation of monthly, quarterly, and annual financial statements
- Analyze revenue performance across business lines, producers, and programs
- Present insights and forecasts to senior leadership
Budgeting & Forecasting
- Lead budgeting and forecasting processes with a focus on commission-based revenue variability
- Monitor performance against budget and provide quarterly budget variance reports to senior leadership
Accounting Operations & Controls
- Ensure compliance with GAAP and applicable regulatory requirements
- Oversee accounting functions including general ledger, AR/AP, and reconciliations
- Maintain strong internal controls and ensure compliance with accounting standards
- Participate in the annual financial audit conducted by external public accounting firms
- Manage end-to-end payroll processes, ensuring accurate, timely, and compliant execution
Cash Flow & Treasury Management
- Manage cash flow, liquidity, and banking relationships
- Oversee credit facilities, investments, and financial risk management
Team Leadership & Development
- Lead and develop the accounting team, providing strategic oversight while ensuring efficient day-to-day operations
- Establish clear roles, responsibilities, and performance expectations
- Promote a culture of accountability, continuous improvement, and collaboration
Operational Support
- Partner with department leaders to evaluate financial impact of business initiatives
- Support pricing, compensation, and profitability analysis
- Identify opportunities to improve efficiency and automate financial processes
Other Duties
- Performs other related duties as assigned to support the finance function and organizational objectives
Required Skills/Abilities- Strong knowledge of financial management, accounting principles, and reporting
- Advanced analytical, problem-solving, and decision-making skills
- High level of integrity and attention to detail
- Leadership skills with ability to manage and develop teams
Education and Experience- Bachelor's degree in Finance, Accounting, or related field required
- CPA, MBA, or equivalent advanced credential preferred
- 10+ years of progressive finance and accounting experience
- Proven experience in financial planning, reporting, and strategic analysis
Benefits- Health insurance, vision, dental, life insurance, and more. This includes an employer-sponsored HSA, paid coverage for employees, and cost-sharing for families.
- 401K with employer matching.
- PTO and paid holidays to support work-life balance. PTO is based on experience and is expected to increase over time.
- A casual office environment with a dedicated and professional team.
