Controller

Position Summary: 
A privately held, growth-oriented conglomerate is seeking a seasoned Controller to lead its corporate 
accounting function. The controller is responsible for overseeing all of the companies in the conglomerate’s
accounting functions to ensure timely, accurate, and compliant reporting. This role manages the accounting
team responsible for the accounting life cycle from end to end and is also responsible for implementing 
financial audit procedures. The controller works closely with operations, finance, and external vendors to 
optimize the financial reporting and accounting processes. The ideal candidate will bring a blend of technical 
accounting expertise, operational leadership, and a proactive mindset.

Essential Duties / Responsibilities:

• Develop and oversee the Accounting Department, including setting structure, goals, and
performance standards.
• Lead and manage all accounting operations including billing, AR/AP, payroll, inventory, and 
general ledger
• Support budgeting, forecasting, and strategic financial planning
• Ensure compliance with federal, state, local, and insurance regulatory bodies tax requirements
• Ensure the timely payment of all invoices and bills
• Oversee the monthly, quarterly, and year-end financial reports and closing of the books
• Prepare financial statements on a regular basis and ad-hoc as needed for business reasons
• Build, train, and mentor a team of Accountants and Bookkeepers
• Act as a liaison with IT for finance system optimization
• Design audit processes to ensure payments are accurately made and no over or under payments occur
• Collaborate with other division/business unit leaders to analyze their cost activities and identify 
opportunities for efficiency
• Support budgeting, forecasting, and strategic financial planning

Knowledge / Skills / Abilities (KSA’s):

• Analytical--Synthesizes complex or diverse information; Collects and researches data; Uses intuition 
and experience to complement data; Designs workflows and procedures.
• Problem Solving--Identifies and resolves problems in a timely manner; Gathers and analyzes 
information skillfully; Develops alternative solutions; Works well in group problem solving situations; 
Uses reason even when dealing with emotional topics. 
• Technical Skills--Assesses own strengths and weaknesses; Pursues training and development 
opportunities; Strives to continuously build knowledge and skills; Shares expertise with others. 
• Interpersonal Skills--Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to 
others without interrupting; Keeps emotions under control; Remains open to others' as and tries new 
things. 
• Oral Communication--Speaks clearly and persuasively in positive or negative situations; Listens and 
gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in 
meetings. 
• Written Communication--Writes clearly and informatively; Edits work for spelling and grammar; 
Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret 
written information.
• Teamwork--Balances team and individual responsibilities; Exhibits objectivity and openness to others' 
views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of 
team above own interests; Able to build morale and group commitments to goals and objectives; 
Supports everyone's efforts to succeed. 
• Delegation--Delegates work assignments; Matches the responsibility to the person; Gives authority to 
work independently; Sets expectations and monitors delegated activities; Provides recognition for 
results.
• Quality Management--Looks for ways to improve and promote quality; Demonstrates accuracy and 
thoroughness. 
• Business Acumen--Understands business implications of decisions; Displays orientation to 
profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals. 
• Cost Consciousness--Works within approved budget; Develops and implements cost saving measures; 
Contributes to profits and revenue; Conserves organizational resources. 
• Diversity--Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural 
differences; Educates others on the value of diversity; Promotes a harassment-free environment; 
Builds a diverse workforce.
• Ethics--Treats people with respect; Keeps commitments; Inspires the trust of others; Works with 
integrity and ethically; Upholds organizational values.
• Organizational Support--Follows policies and procedures; Completes administrative tasks correctly 
and on time; Supports organization's goals and values; Benefits organization through outside 
activities; Supports affirmative action and respects diversity. 
• Strategic Thinking--Develops strategies to achieve organizational goals; Understands organization's 
strengths & weaknesses; Analyzes market and competition; Identifies external threats and 
opportunities; Adapts strategy to changing conditions. 
• Judgment--Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports 
and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes 
timely decisions.
• Professionalism--Approaches others in a tactful manner; Reacts well under pressure; Treats others 
with respect and consideration regardless of their status or position; Accepts responsibility for own 
actions; Follows through on commitments. 
• Quality--Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; 
Applies feedback to improve performance; Monitors own work to ensure quality. 
• Attendance/Punctuality--Is consistently at work and on time; Ensures work responsibilities are 
covered when absent; Arrives at meetings and appointments on time. 
• Dependability--Follows instructions, responds to management direction; Takes responsibility for own 
actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; 
Completes tasks on time or notifies appropriate person with an alternate plan. 
• Initiative--Volunteers readily; Undertakes self-development activities; Seeks increased 
responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of 
opportunities; Asks for and offers help when needed. 
• Innovation--Displays original thinking and creativity; Meets challenges with resourcefulness; 
Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas 
and information in a manner that gets others' attention.

Minimum Qualifications:

Required:
• 7-10 years of progressive accounting experience (preferably in insurance).
• With at least 3 years of experience as a finance manager or controller and in leading a team
• In-depth understanding of financial reporting, insurance accounting, and GAAP requirements
• Strong leadership, mentoring, and organizational skills.
• CPA License Required
• Bachelor’s or Master’s degree in Accounting, Finance, or Business Administration

Preferred:
• Experience in accounting for insurance operations ideally trucking insurance operations or public 
accounting experience with franchise accounting experience
• Familiarity with agency management systems(Salesforce, Now Certs, or Similar)
• Familiarity with Accounting Systems (Quick Books, Sage, Salesforce, or similar)
Physical Demands and Work Environment:
• Continually required to sit for extended periods
• The noise level is moderate to high. 
• Required on site- this is not a remote eligible position.
• Office-based with standard business hours.
• Occasional extended hours during audits, month/quarterly/year end, o