Controller
About the role
At BSI Corporate Benefits, financial stewardship is central to supporting clients, employees, and long-term success. As Controller, you will provide strategic financial leadership, oversee accounting operations, ensure regulatory compliance, strengthen internal controls, and partner with executive leadership to drive informed decision‑making in a fast‑growing, entrepreneurial environment. BSI’s award‑winning culture includes recognitions such as Inc. Best in Business (2022), Chamber Business of the Year (2022), Lehigh Valley Community Service Award (2020), Inc. Best Workplaces (2021‑Present), Lehigh Valley Business Fastest Growing Companies (2014‑Present), Who's Who in Business (2021‑Present), Inc. 5000 Fastest Growing Privately Held Company (2020 & 2021), and Lehigh Valley Business Best Benefits Consulting Firm (2017‑Present).
Responsibilities
- Oversee full‑cycle accounting, including general ledger, accounts payable/receivable, payroll, cash management, and revenue processes while ensuring regulatory compliance and strengthening internal controls.
- Drive financial strategy and reporting: lead budgeting, forecasting, and financial statement preparation; deliver actionable insights and profitability analysis to support executive decision‑making.
- Support strategic growth: develop financial models and analyses to guide investments, acquisitions, and operational improvements, acting as a key business partner to the executive team.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- Seven or more years of progressive accounting and finance experience.
- Three or more years of leadership experience in a Controller, Accounting Manager, or similar financial‑leadership role.
- Strong knowledge of GAAP, financial reporting, budgeting, forecasting, internal controls, and financial analysis.
- Experience within an insurance brokerage, employee benefits, consulting, professional services, or agency environment is preferred.
Skills
- Advanced proficiency with Microsoft Excel and accounting software platforms.
- Demonstrated ability to analyze complex financial information and communicate insights to both financial and non‑financial stakeholders.
- Familiarity with commission‑based revenue accounting and insurance carrier compensation structures.
- Exceptional organizational, communication, and leadership skills.
- Ability to operate effectively in both strategic and hands‑on