Accounting Manager – Controller

Role Overview

• Own day-to-day accounting operations and maintain a clear, accurate view of cash, receivables, payables, commissions, and other financial activity
• Perform regular reconciliations and improve visibility across the company's accounting workflows
• Review, organize, and manage financial transactions across accounting and agency management systems
• Support month-end close, reporting, and financial review processes
• Maintain accurate books in accordance with US GAAP principles
• Identify issues, discrepancies, gaps, or inefficiencies in existing accounting workflows and fix them
• Help transition appropriate work away from outside firms and non-accounting team members into a centralized internal function
• Prepare financial reports and run numbers for leadership as needed
• Provide timely, accurate reporting to support business decision-making
• Help leadership understand financial trends, variances, and key business drivers
• Assist with basic budgeting, margin tracking, and performance visibility
• Respond to ad hoc and last-minute reporting requests with professionalism and accuracy
• Learn the company's accounting workflows and internal systems including Applied Epic if needed
• Document, organize, and standardize accounting processes
• Create better controls, checks, and visibility around money movement
• Remove accounting tasks from non-accounting team members so they can focus on their core roles
• Support certain payroll-related functions and coordination
• Work with the company's HR professional and help ensure HR administration runs smoothly
• Help track onboarding, offboarding, payroll coordination, and related administrative workflows
• Coordinate with banking partners, outside accounting firms, and internal stakeholders
• Maintain clean books and reliable reporting to support company banking relationships
• Handle sensitive financial and client-related information securely and professionally

Requirements

• 5+ years of accounting, controllership, senior bookkeeping, or accounting management experience
• Insurance brokerage, insurance agency, or insurance accounting experience strongly preferred
• Strong understanding of US GAAP and experience supporting US-based businesses
• Strong reconciliation experience with the ability to own accounting workflows from start to finish
• Comfortable learning accounting systems, agency management systems, or other industry-specific platforms
• Strong Excel and Google Sheets skills
• Clear written and verbal English communication skills
• Ability to work US Central Time business hours
• High attention to detail, strong follow-through, and the ability to work independently
• Trustworthy and reliable with sensitive financial information
• Nice to Have: CPA or equivalent accounting credential
• Applied Epic experience
• Experience with insurance commissions, carrier payables and receivables, agency billing, or trust account reconciliation
• Prior Controller or Accounting Manager experience in a small or mid-sized company
• Experience coordinating with outside accounting firms or bookkeeping partners
• Experience with basic forecasting, budgeting, and management reporting
• Experience supporting payroll and HR administration
• Experience working remotely for a US-based company

Benefits

• Paid Time Off in accordance with company policy
• Observance of Holidays per company guidelines
• 100% remote setup so you can work wherever you're most productive