Controller – P&C Insurance

Job Summary

A leading Property & Casualty insurance carrier is seeking an experienced Controller to oversee Corporate Accounting and Premium Accounting functions. This role will be responsible for the accurate and timely preparation of financial reporting, including statutory and GAAP financial statements, FP&A, budgeting, forecasting, tax, treasury, and audit activities. The Controller will also oversee premium accounting operations, including cash receipts, refunds, commissions, and related cash processing activities. This position will play a key role in partnering with senior leadership on financial strategy, operational performance, and business planning.

This role requires strong Property & Casualty insurance accounting experience and a deep understanding of statutory accounting.

Location: Onsite in either Orlando or Sarasota, Florida

Key Responsibilities

• Oversee the preparation, review, and timely submission of monthly, quarterly, and annual financial statements on both a statutory and GAAP basis.
• Prepare and/or review annual consolidated GAAP financial statements, statutory financial statements, and related footnote disclosures.
• Lead and serve as the primary accounting contact for annual external audits and examinations.
• Partner with internal audit and external auditors to support audit activities, reviews, and remediation efforts.
• Ensure proper accounting for reinsurance contracts and timely collection of reinsurance recoveries.
• Support the analysis and evaluation of reinsurance strategies.
• Ensure timely and accurate submission of regulatory and financial reports to applicable agencies and financial institutions.
• Prepare and review FP&A reporting to evaluate financial and operational performance and support strategic decision-making.
• Partner with Finance leadership and the executive team to analyze business performance and support long-term financial planning.
• Support the development, review, and compliance of Managing General Agency agreements and related financial requirements.
• Partner with department leaders to develop, implement, and maintain cost center budgets.
• Monitor actual results against budgets and forecasts and provide analysis of significant variances.
• Oversee accounting systems, processes, and internal controls to ensure the integrity and accuracy of financial data.
• Review monthly budget-to-actual reporting and provide meaningful financial analysis to leadership.
• Oversee cash processing, lockbox functions, and related treasury activities.
• Monitor and forecast cash activity to ensure appropriate liquidity and cash flow.
• Oversee the preparation and review of quarterly and annual tax provisions.
• Ensure accurate and timely federal and state income tax reporting.
• Identify opportunities for cost savings, efficiency improvements, and cost containment.
• Lead or participate in special projects, financial analyses, and other strategic initiatives as needed.
• Provide timely and accurate financial information and analysis to Finance leadership and executive management.

Qualifications & Requirements

• Bachelor’s degree in Accounting, Finance, or a related field required.
• CPA preferred.
• MBA or Master’s degree in Accounting or Finance is highly valued.
• 7+ years of progressive accounting experience.
• 5+ years of Property & Casualty insurance accounting experience required.
• 4+ years of management/supervisory experience.
• In-depth knowledge of statutory accounting principles and P&C insurance accounting practices required.
• Strong working knowledge of GAAP and regulatory accounting requirements.
• Demonstrated experience with statutory and GAAP financial reporting, including annual statutory filings and related disclosures.
• Strong knowledge of general ledger accounting, financial statements, FP&A, investments, income tax, treasury, and cash management.
• Strong understanding of insurance-specific accounting and financial reporting requirements.
• Advanced proficiency with Microsoft Excel, PowerPoint, and Word.
• Experience with financial reporting systems and accounting software.
• Crystal Reports experience is a plus.
• Strong analytical, problem-solving, organizational, and strategic thinking skills.
• Proven ability to lead, mentor, and develop accounting professionals.
• Ability to take ownership of projects and responsibilities while managing multiple priorities in a fast-paced environment.

Compensation

Base Salary: $150,000 – $170,000

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Controller / Treasurer

Job Summary

Our client, a well-established property & casualty insurance company, is seeking a Controller/Treasurer who will be responsible for managing all accounting, financial reporting, treasury operations, and regulatory compliance. This is a hands-on role in a lean environment, requiring both strategic oversight and direct involvement in day-to-day accounting functions.

Responsibilities

• Lead and participate in monthly, quarterly, and annual close processes.
• Prepare and review GAAP and statutory financial statements.
• Maintain and reconcile the general ledger and supporting schedules.
• Prepare and file NAIC statutory statements and related schedules.
• Ensure compliance with all state insurance regulatory requirements.
• Manage cash flow, banking relationships, and investment coordination.
• Oversee premium collections, claims disbursements, and reinsurance settlements.
• Maintain and strengthen internal controls over financial reporting.
• Ensure proper segregation of duties and compliance with audit standards.
• Identify opportunities to improve processes and increase efficiency.
• Partner with the CEO & President on financial matters and strategic initiatives.
• Serve as primary contact for auditors, regulators, and external partners.
• Collaborate with underwriting, claims, and operations teams.
• Prepare budgets and proforma statements.
• GL software: Sage 100

Qualifications/Requirements

• Bachelor’s degree in Accounting or Finance required.
• Active CPA designation required.
• 7–10+ years of progressive accounting experience.
• Experience in property & casualty insurance strongly preferred.
• Experience managing or leading accounting functions and/or staff strongly preferred.
• Experience with NAIC statutory reporting preferred.
• Experience in a small or mid-sized insurance company preferred.
• Familiarity with reinsurance accounting and rating agencies (e.g., AM Best) preferred.
• Strong knowledge of GAAP and statutory accounting principles.
• High attention to detail and accuracy.
• Ability to operate in a hands-on, self-directed environment.
• Strong analytical and problem-solving skills.
• Effective communication across all levels of the organization.
• High level of integrity and accountability.

Compensation Package

• Salary: $140,000-$160,000 (depending on experience) + bonus opportunities

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Job Summary

A well-established insurance agency is seeking a hands-on Controller to support financial operations and partner closely with leadership. This role is ideal for someone who is comfortable managing day-to-day accounting activities while also providing strategic financial insights, reporting, and process-improvement support.

Responsibilities

• Manage day-to-day accounting operations, including commissions, carrier payables, collections, and account reconciliations.
• Oversee agency bill workflows and carrier remittances within a pay-when-paid structure.
• Handle complex cash flow accounts with accuracy and accountability.
• Partner with leadership on financial visibility, reporting, and operational decisions.
• Identify opportunities to streamline processes, improve efficiency, and enhance workflows.
• Act as a liaison for agency management software, exploring system capabilities, efficiencies, and emerging tools.
• Assist in resolving discrepancies, managing collections, and maintaining strong client/account relationships.
• Stay informed on industry trends and bring relevant insights back to leadership.
• Support across functions as needed in a hands-on, team-oriented capacity.

Qualifications/Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• Prior experience within the insurance industry; agency experience strongly preferred.
• Strong understanding of insurance accounting operations.
• Hands-on, detail-oriented approach with the ability to manage both tactical and strategic responsibilities.
• Familiarity with agency management software.
• Technically capable and open to leveraging systems to improve efficiency.
• Strong problem-solving skills with the ability to manage discrepancies and complex account activity.
• Comfortable working in a small, close-knit office environment.
• Collaborative, low-ego, team-first approach.
• Naturally curious and interested in improving processes and exploring new ideas.

Compensation Package

• Base salary range ($125K – $160K) plus bonus opportunity.
• Additional retirement/profit-sharing benefits may be available.
• On-site work environment.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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