Controller

Job Description

The Controller is responsible for accounting operations, financial reporting of the organization, with a strong emphasis on commission-based revenue management and supporting financial strategy. This role ensures the accuracy and integrity of financial data related to agency bill and direct bill commissions, supports executive decision-making, and maintains strong internal controls across all financial processes.

The Controller serves as a strategic partner to leadership while also providing hands-on oversight of accounting operations in a high-volume, transaction-driven environment.

Duties/Responsibilities

• Partner with executive leadership to develop and execute financial strategies aligned with agency growth and profitability goals
• Support strategic initiatives including organic growth, acquisitions, and new revenue programs
• Oversee all aspects of commission accounting, including:
• Direct bill and agency bill commission reconciliation
• Contingent income tracking and forecasting
• Producer compensation and commission structures
• Ensure timely and accurate reconciliation of carrier statements and internal records
• Review, maintain, and strengthen processes for billing and commission accuracy
• Partner with operations and producers to resolve discrepancies and improve accuracy
• Oversee preparation of monthly, quarterly, and annual financial statements
• Analyze revenue performance across business lines, producers, and programs
• Present insights and forecasts to senior leadership
• Lead budgeting and forecasting processes with a focus on commission-based revenue variability
• Maintain strong internal controls and ensure compliance with accounting standards
• Participate in the annual financial audit conducted by external public accounting firms
• Manage end-to-end payroll processes, ensuring accurate, timely, and compliant execution
• Manage cash flow, liquidity, and banking relationships
• Oversee credit facilities, investments, and financial risk management
• Lead and develop the accounting team, providing strategic oversight while ensuring efficient day-to-day operations
• Establish clear roles, responsibilities, and performance expectations
• Promote a culture of accountability, continuous improvement, and collaboration
• Partner with department leaders to evaluate financial impact of business initiatives
• Support pricing, compensation, and profitability analysis
• Identify opportunities to improve efficiency and automate financial processes

Required Skills/Abilities

• Strong knowledge of financial management, accounting principles, and reporting
• Advanced analytical, problem-solving, and decision-making skills
• High level of integrity and attention to detail
• Leadership skills with ability to manage and develop teams

Education and Experience

• Bachelor’s degree in Finance, Accounting, or related field required
• CPA, MBA, or equivalent advanced credential preferred
• 10+ years of progressive finance and accounting experience
• Proven experience in financial planning, reporting, and strategic analysis

About Sovereign Insurance Group

Since 1959, Sovereign Insurance Group has been a leader in the nonprofit, commercial property and casualty marketplace. A growing company that has expanded from one location in Southeastern PA to a multi-state organization, we are poised to continue our expansion.

We believe in approaching our clients, our insurance companies, and our employees with humility and always considering the other party's interests above our own. This philosophy guides us in taking our talents, our time, and industry know-how to provide the best overall results we can for our clients.

Benefits

• Health insurance, vision, dental, life insurance, and more. This includes an employer-sponsored HSA, paid coverage for employees, and cost-sharing for families.
• 401K with employer matching.
• PTO and paid holidays to support work-life balance. PTO is based on experience and is expected to increase over time.
• A casual office environment with a dedicated and professional team.