Controller

About the role

Own all core accounting functions, including general ledger, accounts payable/receivable, payroll, reconciliations, and month-end/year-end close.
Design and implement scalable accounting systems, controls, and policies.
Ensure compliance with GAAP and relevant regulations.
Prepare and analyze financial statements, management reports, and board materials.
Partner with leadership on budgeting, forecasting, and financial planning (FP&A).

Responsibilities

• Manage audits, tax filings, and relationships with external auditors and advisors.
• Oversee cash flow management and optimize working capital.
• Partner with Claims on various initiatives.
• Track claims payments and recoveries.
• Maintain accurate records of claims and commissions.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• Proficiency with QuickBooks.
• Experience with Excess & Surplus (E&S) Insurance Brokerage structures is highly desirable.
• 6–10+ years of progressive accounting/finance experience (startup, fintech, Insurtech, or insurance brokerage experience a plus).
• Strong knowledge of GAAP and financial reporting standards.
• Prioritize building processes from the ground up in a fast-paced environment.
• Proven ability to solve problems and communicate effectively.
• Ability to operate both strategically and tactically.