Controller

Role Overview

• Own and oversee all accounting operations across the MGA and the surplus lines carrier, including general ledger management, month-end / quarter-end / year-end close, and intercompany accounting between the producer and the underwriter.
• Prepare and deliver timely, accurate financial statements in accordance with both U.S. GAAP and Statutory Accounting Principles (SAP), including the NAIC P&C Annual Statement, quarterly statements, and audited statutory financial statements.
• Manage statutory reporting and regulatory filings: NAIC Schedules F (reinsurance), P (loss reserves), D (investments), and T (premium by state); Risk-Based Capital (RBC) calculations; IRIS ratios; and domiciliary and non-admitted / surplus lines state filings.
• Oversee MGA accounting under the NAIC Managing General Agents Act (Model #225), including premium trust / fiduciary accounts, the MGA-to-carrier reporting cycle, and quarterly accounting packages submitted to the carrier in a form usable for completion of the Annual Statement.
• Design, implement, and maintain robust internal controls and financial policies that scale with organizational growth (SOX-style frameworks preferred).
• Lead the annual statutory and GAAP audits and serve as the primary liaison with external auditors, tax advisors, state insurance examiners, and the engaged actuary.
• Build, mentor, and develop a high-performing accounting team; establish best-in-class processes and a culture of continuous improvement.
• Manage consolidated financial reporting across SafeLease entities, including intercompany transactions and eliminations between the MGA and the carrier.
• Partner with the CEO and senior leadership to provide financial insights, variance analysis, and strategic recommendations.
• Own premium and claims accounting cycles, ceded and assumed reinsurance accounting, deferred acquisition cost (DAC) treatment, and loss reserve accounting.
• Oversee cash management, treasury functions, investment accounting (including NAIC SVO-rated portfolios), and capital allocation reporting.
• Ensure compliance with federal, state, and local tax requirements, including premium tax filings and surplus lines tax compliance across multiple jurisdictions.
• Evaluate and enhance financial systems, tools, and technology infrastructure to support scalability and operational efficiency.
• Support fundraising, investor reporting, and due diligence processes as needed.

Requirements

• Insurance carrier experience required, with responsibility spanning an MGA and a surplus lines (Excess & Surplus / E&S) or admitted carrier.
• Statutory accounting (SAP) and NAIC reporting experience required — including preparation or direct oversight of the NAIC Annual Statement and quarterly statements.
• Big Four background required — audit or assurance experience at Deloitte, PwC, EY, or KPMG.
• CPA designation required; Bachelor’s degree in Accounting, Finance, or related field.
• Minimum 7 years of progressive accounting and finance experience.
• Deep expertise in both U.S. GAAP and SAP, the differences between the two frameworks, and the bridging entries required to reconcile them.
• Demonstrated experience managing accounting functions across multiple legal entities and lines of business.
• Strong technical accounting skills including consolidations, intercompany eliminations, premium accounting (written / earned / unearned), loss reserve accounting, and reinsurance accounting (ceded and assumed).
• Hands-on familiarity with NAIC Schedules F, P, and D, and Risk-Based Capital reporting.

Tech Stack

• DAC

Benefits

• unlimited PTO
• full health benefits
• flexible work setups