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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