Controller

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements (maybe combine Required Qualifications and Preferred Qualifications?), Benefits, Pay, Schedule only if present. The posting includes "Why SafeLease?" which includes benefits: unlimited PTO, full health benefits, flexible work setups, culture. Also mentions competitive pay and equity but not specific numbers. We should include Benefits section with those details. Pay: they mention competitive pay and equity but not specific numbers; rule: never create Pay section unless posting actually states them. It says "competitive pay and equity" which is a statement but not specific numbers. Is that enough? The rule: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state competitive pay and equity, which is a statement about pay. Might be considered stating pay (though vague). Safer to include Pay section with that statement? The instruction: "Prefer a few substantive sections over many thin ones." Could combine Benefits and Pay? But they ask to use headings for Benefits, Pay, Schedule. If we include Pay, we need substantive content. We have "competitive pay and equity". That's somewhat substantive but vague. Might be okay. However they also say "never emit a heading followed by filler/placeholder text (e.g. 'commensurate with experience', 'not specified', 'N/A', 'varies', 'TBD')". "competitive pay and equity" is not filler like those, it's a statement. So we can include Pay section with that sentence. Schedule: not mentioned. So omit Schedule. Benefits: we have unlimited PTO, full health benefits, flexible work setups, culture. Also maybe "well-funded, growing fast, and we make sure our team shares in that success". That's more about stability. We'll put Benefits section with those. Now structure:

About the role

... from About The Role paragraph.

Responsibilities

• ... each responsibility line.

Requirements

maybe combine Required Qualifications and Preferred Qualifications? Could split into Required and Preferred but headings only allowed: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have Qualifications heading allowed. Could use

Qualifications

and inside separate Required and Preferred? But we need to follow rule: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have Qualifications section. Inside we can have

for required qualifications and maybe

for preferred? Or we could have two sub-sections but not headings. Better:

Qualifications

then

Required: ...

Preferred: ...

. Or we could split into Requirements and Qualifications sections. But we have both headings allowed. Could do Requirements for required qualifications, Qualifications for preferred. But the posting has "Required Qualifications" and "Preferred Qualifications". So we can map Required Qualifications to

Requirements

and Preferred Qualifications to

Qualifications

. That seems logical. Thus:

Requirements

• ... each required qualification bullet.

Qualifications

• ... each preferred qualification bullet.
Now Benefits:

Benefits

• Unlimited PTO
• Full health benefits
• Flexible work setups
• Culture where people want to show up to do their best work
Pay:

Pay

Competitive pay and equity.

Now we need to preserve all substantive information. Ensure we don't miss any details from About SafeLease? The instruction: do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it. The About SafeLease paragraph is introductory; should we include it? It's not under a specific heading but it's substantive info about company. We could include it as a

before About the role? The instruction: "Prefer a few substantive sections over many thin ones." Could include a brief intro paragraph about SafeLease as a

before the headings. Not a heading. That seems okay. We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. The posting ends with "Employment at SafeLease is contingent upon a satisfactory verification of a general and criminal background check." That's boilerplate? It's a standard statement; might be considered legal/EEO? It's a background check statement; could be considered boilerplate but it's not EEO. Might keep? It's minor metadata; could fold into a short

or drop. Probably drop as it's not essential to role. We'll drop. Also remove "If you don't have all the qualifications listed, don't worry! ..." That's encouraging to apply; could be considered application instruction? It's not exactly instruction but could be considered boilerplate. Might drop. Now we need to ensure we preserve all substantive information: details about SafeLease, About the role, responsibilities, required qualifications, preferred qualifications, benefits, pay. Let's extract. About SafeLease paragraph: At SafeLease, we're rethinking how P&C insurance is sold... We'll keep as a paragraph. About The Role paragraph: SafeLease is hiring a Controller to lead all accounting... We'll put under About the role. Key Responsibilities list: many bullet points. We'll convert each to

• . Required Qualifications list: bullet points. Preferred Qualifications list: bullet points. Why SafeLease? paragraph: The tech..., The team..., The stability..., The employee experience... We'll extract benefits from that. Now produce HTML. We need to ensure no extra text outside HTML fragment. Let's craft. First, intro paragraph about SafeLease:

  At SafeLease, we're rethinking how P&C insurance is sold in an age of technological change. We believe the industry's biggest inefficiencies aren't technical problems — they're structural ones. And we're building the team to tackle them. SafeLease is a profitable insurance business that designs, underwrites, and distributes specialty coverage for commercial property owners and their tenants. Most insurance companies either distribute products or bear the risk — we do both. We back our policies with our own capital, which means we control the full stack: product design, tech, and the speed at which we move. That end-to-end ownership lets us offer customers real flexibility, saving time and money for more than 4,000 properties insured for billions in value nationwide. We're a team of 85, growing over 100% annually, and we've done it without sacrificing profitability or culture. Here, you'll get high discretion and a wide aperture of problems to solve. We embrace the newest technologies, move fast together, and operate with the intensity of a small company where every person's work is visible. If you're looking for a place to sharpen your craft alongside people who take their work seriously, you'll fit right in.

  Then About the role:

  About the role

  SafeLease is hiring a Controller to lead all accounting, financial reporting, and internal controls across the organization — with full ownership spanning our Managing General Agent (MGA) operations and our surplus lines insurance carrier. The role owns dual-track reporting: U.S. GAAP financial statements for SafeLease and its consolidated entities, and statutory financial statements filed with state insurance regulators under NAIC Statutory Accounting Principles. The ideal candidate combines a Big Four audit foundation with hands-on accounting experience inside an insurance carrier, and a track record of building and scaling finance functions in a high-growth environment. This is a high-visibility leadership role reporting to the CEO with direct exposure to senior leadership and strategic decision-making.

  Responsibilities:

  Responsibilities

  • Own and oversee all accounting operations across the MGA and the surplus lines carrier, including general ledger management, month-end / quarter-end / year-end close, and intercompany accounting between the producer and the underwriter.
  • Prepare and deliver timely, accurate financial statements in accordance with both U.S. GAAP and Statutory Accounting Principles (SAP), including the NAIC P&C Annual Statement, quarterly statements, and audited statutory financial statements.
  • Manage statutory reporting and regulatory filings: NAIC Schedules F (reinsurance), P (loss reserves), D (investments), and T (premium by state); Risk-Based Capital (RBC) calculations; IRIS ratios; and domiciliary and non-admitted / surplus lines state filings.
  • Oversee MGA accounting under the NAIC Managing General Agents Act (Model #225), including premium trust / fiduciary accounts, the MGA-to-carrier reporting cycle, and quarterly accounting packages submitted to the carrier in a form usable for completion of the Annual Statement.
  • Design, implement, and maintain robust internal controls and financial policies that scale with organizational growth (SOX-style frameworks preferred).
  • Lead the annual statutory and GAAP audits and serve as the primary liaison with external auditors, tax advisors, state insurance examiners, and the engaged actuary.
  • Build, mentor, and develop a high-performing accounting team; establish best-in-class processes and a culture of continuous improvement.
  • Manage consolidated financial reporting across SafeLease entities, including intercompany transactions and eliminations between the MGA and the carrier.
  • Partner with the CEO and senior leadership to provide financial insights, variance analysis, and strategic recommendations.
  • Own premium and claims accounting cycles, ceded and assumed reinsurance accounting, deferred acquisition cost (DAC) treatment, and loss reserve accounting.
  • Oversee cash management, treasury functions, investment accounting (including NAIC SVO-rated portfolios), and capital allocation reporting.
  • Ensure compliance with federal, state, and local tax requirements, including premium tax filings and surplus lines tax compliance across multiple jurisdictions.
  • Evaluate and enhance financial systems, tools, and technology infrastructure to support scalability and operational efficiency.
  • Support fundraising, investor reporting, and due diligence processes as needed.
  Requirements (Required Qualifications):

  Requirements

  • Insurance carrier experience required, with responsibility spanning an MGA and a surplus lines (Excess & Surplus / E&S) or admitted carrier.
  • Statutory accounting (SAP) and NAIC reporting experience required — including preparation or direct oversight of the NAIC Annual Statement and quarterly statements.
  • Big Four background required — audit or assurance experience at Deloitte, PwC, EY, or KPMG.
  • CPA designation required; Bachelor’s degree in Accounting, Finance, or related field.
  • Minimum 7 years of progressive accounting and finance experience.
  • Deep expertise in both U.S. GAAP and SAP, the differences between the two frameworks, and the bridging entries required to reconcile them.
  • Demonstrated experience managing accounting functions across multiple legal entities and lines of business.
  • Strong technical accounting skills including consolidations, intercompany eliminations, premium accounting (written / earned / unearned), loss reserve accounting, and reinsurance accounting (ceded and assumed).
  • Hands-on familiarity with NAIC Schedules F, P, and D, and Risk-Based Capital reporting.
  Qualifications (Preferred Qualifications):

  Qualifications