Controller

The Agency Controller reports administratively to the Agency President and functionally to the Regional CFO. The Controller will provide organizational and administrative leadership for financial and accounting operations as well as collaborate closely with the agencies operational and leadership team.

The controller will lead the accounting staff, manage daily accounting/financial tasks, and provide critical financial analysis and recommendations for key business operations.

Experience in developing accounting and financial reports in accordance with generally accepted accounting and financial reporting principles and practices is a must. The controller should be hands-on with the ability to lead, manage and develop other members of the accounting team.

• Provide strong leadership, mentoring, coaching and training to the accounting team.
• Facilitate the completion of accurate and timely month-end financial statements and create detailed general ledger schedules to support both the Balance Sheet and Income Statement.
• Analyze monthly and year-to-date financial results and provide clear and concise variance analysis monthly.
• Maintain the integrity of the Agency Management System data, documentation, and historical information.
• Build relationships with company colleagues to gain a clear understanding of the business underlying the numbers and to provide financial decision support analysis.
• Lead and participate in all financial operations of the Agency including reporting, forecasting, budgeting, accounts payable/receivables and payroll.
• Establish and maintain strong relationships with the Agency President and Leadership team to gain a clear understanding of the business and the underlying numbers to provide financial decision support analysis.
• Leads annual budget process and the development of forecast to assist the Agency in decision making throughout the year.
• Participate in special projects and other additional duties as needed.
• Review and ensure application of appropriate internal controls, SOX compliance and financial procedures.
• Ensure compliance with organizational guidelines and Generally Accepted Accounting Principles for financial statements.

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary   
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners  

• Financial Management & Accuracy
• Skilled in general ledger accounting and financial controls.
• Proficiency with Microsoft Office suite including Excel and aptitude to learn new software. Workday experience is a plus.
• Problem Solving/Analysis
• Appreciation and passion for working in and developing a highly effective team environment.
• Have a proactive work ethic as well as a self-starter with the ability to seek out needed information.
• Hands-on approach with the ability to thrive in a challenging, demanding, and rapidly growing environment.
• Critical thinking with problem-solving skills and ability to think analytically and perform work with a high level of accuracy.
• Demonstrated leadership ability, confidence, and executive presence – ability to motivate staff.
• Insurance Brokerage experience required
• Bachelor’s degree in accounting is required.
• Minimum of 5 years of related accounting and financial analysis experience

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!