Job Description

Controller – Insurance Agencies Network

Job Summary
A growing network of independent insurance agencies across the Southeast is seeking a Controller to oversee financial operations and support strategic mergers and acquisitions. This role combines traditional Controller responsibilities, such as financial reporting, budgeting, and compliance, with active involvement in M&A due diligence, integration, and reporting. The ideal candidate has experience with mergers and acquisitions (M&A), agency operations, operating budgets, commissions, and complex financial structures.

Salary/Compensation

• Base Salary: $130K – $165K + bonus opportunities

Responsibilities

• Oversee accounting operations, including general ledger, accounts payable/receivable, and financial reporting
• Lead budgeting, forecasting, and variance analysis
• Develop and maintain internal controls and financial policies
• Coordinate audits and implement recommendations
• Support all financial aspects of mergers, acquisitions, and divestitures, including due diligence and post-merger integration
• Provide financial insights to support executive decision-making

Skills and Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (CPA preferred)
• 5+ years of progressive accounting experience, including supervisory responsibility
• Strong understanding of GAAP and financial reporting standards
• Excellent analytical, leadership, and communication skills
• Advanced proficiency in Microsoft Office, accounting software, and databases
• Ability to manage multiple priorities and work cross-functionally
• Experience with agency management software, Excel, and Power BI

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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