Controller

Job Summary

A growing insurance agency is in search of a detail-oriented and motivated Controller to join their team in Torrance, CA.  The Controller should have an appetite and aptitude for finance as well as accounting.

Responsibilities

• Oversee the outsourced accounting firm as well as the in-house accounting and expense tracking, etc and a couple of in-house people who are doing commission tracking and insurance premiums bookkeeping.
• Assist senior management in developing financial strategy, including risk minimization plans and opportunity forecasting.
• Conduct high-level financial reporting and analysis.
• Perform regular budget consolidation.
• Review financial statements and ensures accuracy.
• Conduct cash flow management.
• Find ways to improve efficiencies and reduce costs across the business.
• Oversee debt management and collections.
• Review and oversee corporate and individual tax planning, ensure accurate and timely preparation and review of all required tax returns.
• Oversee and coordinate with vendors and EVP for annual report filing for required states.
• Ensure compliance with statutory law and financial regulations.
• Develop financial reviews.
• Audit payroll processing by outside vendor.
• Assist EVP and manage company’s internal and financial audit responsibilities.
• Work closely with senior management to share reports and analysis findings.
• Regularly prepare financial reports for EVP and President to be presented to the board/ shareholders as a part of business plan.
• Manage and oversee accounting staff.
• Manage/oversee day-to-day premium accounting transactions.
• Responsible for updating and staying abreast of changes in accounting standards and regulations affecting the insurance industry and notifying senior management.
• Review, research and develop expense monitoring and reporting procedures.
• Monitor trends and recommends opportunities for revenue and systems enhancement.

Qualifications/Requirements

• Bachelor’s degree from four-year college or university, or equivalent work experience.
• Minimum of 10 or more years of related experience.
• Proficient with MS Office Suite
• Strong understanding of accounting, including insurance accounting and financial principles.
• Competency in utilizing accounting and financial software including Agency Management Systems for accounting/ financial data functions.
• Strong mathematical and analytical skills
• Superb cultural and social intelligence; open and respectful regarding linguistic and cultural differences; growth mindset.

Compensation Package

• $100,000-$125,000
• Inclusive benefits package, including health benefits and a 401k plan with employer matching.
• Competitive PTO and company holidays.

This role is hybrid in Torrance, CA. There will be some in-office expectations, especially in the first few months, since the key people they will be working with are typically in-office people.

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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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Independent insurance agency outside of Atlanta is seeking an Agency Accountant/Controller (bilingual preferred) to join their growing team!

MUST HAVE EPIC AND INSURANCE AGENCY EXPERIENCE! 

Job Summary:

An established agency is seeking a skilled Controller with expertise in the insurance industry to lead financial operations and drive strategic financial initiatives. This role offers the opportunity to oversee diverse accounting functions, ensure regulatory compliance, and contribute to organizational growth. The Agency Accountant/Controller will be responsible for accounts receivable and payables including resolving discrepancies while working with employees, vendors and banks ensuring the proper posting, payment and accounting of transactions. 

Responsibilities:

• Manage comprehensive accounting operations including Billing, Accounts Receivable, Accounts Payable, General Ledger, Cost Accounting, Inventory Accounting, and Revenue Recognition.
• Prepare and deliver accurate monthly financial statements in a timely manner.
• Coordinate regulatory reporting requirements effectively.
• Research and address technical accounting issues to ensure compliance with standards.
• Facilitate the month-end and year-end closing processes.
• Implement and maintain robust internal controls for financial transactions and reporting.
• Develop and document business processes and accounting policies to enhance internal controls.

Qualifications/Requirements:

• At least 4 years of experience as an Agency Accountant/Controller within the insurance sector
• Bachelor’s degree in Accounting 
• CPA is preferred.
• Thorough understanding of accounting principles and procedures.
• Proficiency in financial statement preparation and analysis.
• Strong proficiency in accounting software and administration.
• Exceptional attention to detail and commitment to confidentiality.
• Must have Epic experience.

Compensation Package:

• Job Type: Full-time, with preference for on-site work Monday to Friday and potential for hybrid arrangements after the first few months.
• Salary: $70K-$90K, depending on experience and qualifications.
• Benefits: Includes comprehensive vacation/sick time, health & vision insurance, 401(k) plan, profit sharing, life insurance, and long-term disability coverage.

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