Job Description

About the Role:

Our client, a leading boutique Insurance and Employee Benefits Broker and Advisor headquartered in Dallas, TX is seeking a Controller to join their team. This hands-on role is ideal for a detail-oriented professional who thrives in a fast-paced environment and isn't afraid to lead, speak up, and ensure financial accuracy and accountability across departments. Insurance experience is a plus. 

As the Controller, you will handle Accounts Payable (AP), Accounts Receivable (AR), commission revenue tracking, payroll for a team of 14, and monthly reconciliations. This is a key position that supports executive decision-making through accurate financial reporting and oversight.

What We’re Looking For:

Ideal candidate is someone who’s not just good with numbers — but someone who brings confidence, assertiveness, and a solution-oriented mindset. You should be able to work independently and take full ownership of the accounting function.

Key Responsibilities:

• Business Control and Financial Planning skills
• Analytical Skills and Business Planning abilities
• Experience in finance and financial analysis
• Bachelor's degree in Accounting, Finance, Business Administration, or related field
• Strong attention to detail and organizational skills
• Oversee and manage the full cycle of accounting activities, including:
  • Accounts Payable & Accounts Receivable
  • Commission and revenue tracking
  • Revenue and expense reporting
  • Bi-weekly payroll for a team of 14
• Perform monthly bank and credit card reconciliations to ensure accuracy and completeness.
• Prepare financial statements and support budgeting and forecasting efforts.
• Identify and implement process improvements to increase efficiency and accuracy.
• Confidently communicate financial insights and discrepancies to stakeholder

Education and/or Experience: 

• 5+ years of experience as a Controller, Staff Accountant, Bookkeeper, or Payroll Manager 
• Proven experience with QuickBooks (Online and/or Desktop)
• Advanced Excel skills (Pivot tables, VLOOKUPs, formulas, reporting)
• Strong understanding of financial principles, payroll, and commission structures
• Exceptional attention to detail and a high level of accuracy
• Strong interpersonal and communication skills — not afraid to take initiative or speak up
• Bachelor’s degree in Accounting, Finance, or a related field (CPA is a plus)

Salary/Benefits

• $80K-$100K/year (based on experience)
• Annual Bonus
• Great PTO 
• Benefits  (75% paid for employee) + 401K match at 3.5%
• This is a full-time on-site role located in Dallas, TX. Fridays are half days. Off at noon. 

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