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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Job Summary:

A high-growth, multi-entity organization operating across both the insurance and real estate investment sectors is seeking a strategic and hands-on Senior Corporate Controller to lead its accounting and finance functions. This role will report directly to the executive leadership team and be responsible for driving financial reporting, compliance, internal controls, and operational efficiency across multiple businesses. The ideal candidate will bring deep experience in financial leadership, process improvement, and multi-entity accounting, with a proven ability to thrive in dynamic, fast-paced environments.

ESSENTIAL FUNCTIONS:

• Provide leadership over all accounting and finance operations, including general ledger, accounts payable/receivable, payroll, and consolidated financial reporting.

• Develop, implement, and oversee financial policies, procedures, and internal controls that ensure compliance, transparency, and accuracy.

• Lead monthly and annual close processes, preparing consolidated financial statements and variance analysis.

• Manage cash flow, working capital, and treasury operations, including vendor management, collections, and banking relationships.

• Ensure compliance with GAAP, tax regulations, audits, and industry-specific requirements.

• Collaborate with executive leadership on budgeting, forecasting, investment evaluation, and profitability improvement initiatives.

• Lead and mentor the accounting team, driving professional development and fostering a culture of accountability and excellence.

• Identify and implement technology-driven process improvements to streamline financial operations and enhance reporting accuracy.

KNOWLEDGE, SKILLS AND ABILITIES:

• Bachelor’s degree in Accounting, Finance, or related field (CPA preferred).

• 10+ years of progressive accounting/finance experience, with at least 5 years in a senior leadership role.

• Proven experience with consolidated and multi-entity financial reporting.

• Strong knowledge of GAAP, regulatory compliance, and internal controls.

• Demonstrated success implementing financial systems and improving processes.

• Proficiency with ERP/accounting software (QuickBooks, NetSuite, or similar).

• Exceptional leadership, communication, and analytical skills.

• Insurance, real estate, or investment industry background strongly preferred.

Compensation Package:

• Competitive six-figure salary with performance-based incentives

• Comprehensive health benefits and 401K with company match

• Generous PTO and flexible work environment (onsite/hybrid in Houston, TX)

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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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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