The Role
The Controller manages accounting operations and financial reporting, oversees commission revenue, ensures compliance with GAAP, and leads financial strategy and team development.
Summary Generated by Built In
Job Description
The Controller is responsible accounting operations, financial reporting of the organization, with a strong emphasis on commission-based revenue management and supporting financial strategy. This role ensures the accuracy and integrity of financial data related to agency bill and direct bill commissions, supports executive decision-making, and maintains strong internal controls across all financial processes.
The Controller serves as a strategic partner to leadership while also providing hands-on oversight of accounting operations in a high-volume, transaction-driven environment.
Duties/Responsibilities
Financial Strategy & Leadership
Required Skills/Abilities
Education and Experience
The Controller is responsible accounting operations, financial reporting of the organization, with a strong emphasis on commission-based revenue management and supporting financial strategy. This role ensures the accuracy and integrity of financial data related to agency bill and direct bill commissions, supports executive decision-making, and maintains strong internal controls across all financial processes.
The Controller serves as a strategic partner to leadership while also providing hands-on oversight of accounting operations in a high-volume, transaction-driven environment.
Duties/Responsibilities
Financial Strategy & Leadership
- Partner with executive leadership to develop and execute financial strategies aligned with agency growth and profitability goals
- Support strategic initiatives including organic growth, acquisitions, and new revenue programs
- Oversee all aspects of commission accounting, including:
- Direct bill and agency bill commission reconciliation
- Contingent income tracking and forecasting
- Producer compensation and commission structures
- Ensure timely and accurate reconciliation of carrier statements and internal records
- Review, maintain, and strengthen processes for billing and commission accuracy
- Partner with operations and producers to resolve discrepancies and improve accuracy
- Oversee preparation of monthly, quarterly, and annual financial statements
- Analyze revenue performance across business lines, producers, and programs
- Present insights and forecasts to senior leadership
- Lead budgeting and forecasting processes with a focus on commission-based revenue variability
- Monitor performance against budget and provide quarterly budget variance reports to senior leadership
- Ensure compliance with GAAP and applicable regulatory requirements
- Oversee accounting functions including general ledger, AR/AP, and reconciliations
- Maintain strong internal controls and ensure compliance with accounting standards
- Participate in the annual financial audit conducted by external public accounting firms
- Manage end-to-end payroll processes, ensuring accurate, timely, and compliant execution
- Manage cash flow, liquidity, and banking relationships
- Oversee credit facilities, investments, and financial risk management
- Lead and develop the accounting team, providing strategic oversight while ensuring efficient day-to-day operations
- Establish clear roles, responsibilities, and performance expectations
- Promote a culture of accountability, continuous improvement, and collaboration
- Partner with department leaders to evaluate financial impact of business initiatives
- Support pricing, compensation, and profitability analysis
- Identify opportunities to improve efficiency and automate financial processes
- Performs other related duties as assigned to support the finance function and organizational objectives
Required Skills/Abilities
- Strong knowledge of financial management, accounting principles, and reporting
- Advanced analytical, problem-solving, and decision-making skills
- High level of integrity and attention to detail
- Leadership skills with ability to manage and develop teams
Education and Experience
- Bachelor’s degree in Finance, Accounting, or related field required
- CPA, MBA, or equivalent advanced credential preferred
- 10+ years of progressive finance and accounting experience
- Proven experience in financial planning, reporting, and strategic analysis
- Health insurance, vision, dental, life insurance, and more. This includes an employer-sponsored HSA, paid coverage for employees, and cost-sharing for families.
- 401K with employer matching.
- PTO and paid holidays to support work-life balance. PTO is based on experience and is expected to increase over time.
- A casual office environment with a dedicated and professional team.
Skills Required
- Bachelor's degree in Finance, Accounting, or related field required
- 10+ years of progressive finance and accounting experience
- CPA, MBA, or equivalent advanced credential preferred
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The Company
What We Do
Since 1959, Sovereign Insurance Group's goal has been creating partnerships by aligning our market knowledge with your objectives to protect your most valuable assets. The result is rethinking your expectations of what is possible. Our specialists are seasoned professionals devoted to innovative solutions for their clients. Our team constantly seeks to understand issues related to target industries and have the expertise, market knowledge, and drive to deliver high quality results.
