Controller / Director of Finance

Job Description:

  • Manage day-to-day financial operations and accounting processes
  • Prepare monthly, quarterly, and annual financial reporting
  • Develop profit and loss reporting by business segment
  • Develop client-level and business-line profitability reporting
  • Reconcile company bank accounts and maintain financial controls
  • Manage accounts payable, cash flow, and financial obligations
  • Oversee client billing across all service lines
  • Maintain recurring billing and subscriptions
  • Monitor accounts receivable and follow up on outstanding balances
  • Reconcile contracted services against billing to identify missed or incorrect revenue
  • Manage commission reconciliation across insurance brokerage, broker-dealer, and investment advisory operations
  • Track expected commissions, research discrepancies, and coordinate commission allocations and payouts
  • Develop reporting by client, producer, carrier, product, and business line
  • Partner with leadership and sales teams to track new sales
  • Reconcile closed sales against revenue and commissions received
  • Maintain sales pipeline and revenue forecasting
  • Connect pipeline, closed sales, billing, cash received, and profitability reporting
  • Support annual budgeting and develop segment-level budgets and forecasts
  • Maintain rolling revenue, expense, and cash flow forecasts
  • Analyze actual results against budget and identify trends, risks, and opportunities
  • Assist with financial modeling for staffing, pricing, new services, technology investments, and strategic initiatives
  • Reconcile payroll-related bank accounts, tax funding, tax disbursements, client tax liabilities, and pass-through funds
  • Maintain separation between client payroll funds and company operating funds
  • Work with Payroll Operations to resolve financial discrepancies
  • Report to and work closely with the CFO and COO

Requirements:

  • Bachelor's degree in Accounting, Finance, Business, or related field
  • 7+ years of progressive accounting or financial management experience
  • Controller, Assistant Controller, Director of Finance, Finance Manager, or similar experience preferred
  • Strong accounting, reconciliation, budgeting, forecasting, and financial analysis skills
  • Advanced Excel skills and experience working with multiple financial data sources
  • Experience with QuickBooks or similar accounting platforms
  • Ability to build meaningful management reporting and translate financial information into clear business recommendations
  • Experience with insurance, financial services, payroll, professional services, commission-based businesses, or recurring revenue models is a strong plus

Benefits:

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