CONTROLLER - Creative Financial Staffing

Growing mutual insurance company has retained The Carlisle Group seeking to hire a talented Controller. The role, reporting to the President & CEO, will be the organization's lead accounting & finance professional. The client is seeking a talented accounting & finance executive who would love to help this organization grow long-term. Prior experience in the insurance industry is preferred - but NOT required.

Job Summary:

This Controller is responsible for accounts payable transactions and bank account reconciliations. The Controller also handles/prepares financial reports to track the organization’s assets, liabilities, profit and loss, tax liabilities and other related financial activities. They will utilize general ledger accounting software and policy management systems. The Controller will oversee and provide comprehensive financial updates to members of the executive team by evaluating, analyzing, and reporting appropriate data points.

Duties Include:

Financial Reporting: Oversees the preparation and accuracy of all financial reports, both internal and from outsourced providers; Prepares the monthly financial statements and the timely filing of quarterly and annual statutory statements.

General Ledger Integrity: Ensure the integrity and accuracy of data recorded in the general ledger, including oversight of general ledger entries and reconciliations.

Regulatory Compliance Reporting: Manages and prepares submission of all state-mandated compliance reports, such as minimum capital requirements and statutory deposits.

Financial Performance Reporting: Prepare and distribute monthly reports on new business, direct premium, and loss ratios, ensuring key financial metrics are accurately tracked and analyzed.

Journal Entries & Workpaper Review: Review journal entries, conduct a detailed review of supporting workpapers and calculations, and perform comprehensive reviews of financial reporting and analysis.

Analytical Review & Process Improvement: Lead the analytical review of quarterly and annual financial results through variance analysis and budget-to-actual comparisons, identifying opportunities for process improvements. Develop systems to report on key financial performance metrics.

Accounting Policies & Internal Controls: Maintain and update the Accounting Policies and Procedures Document, test, and monitor an effective internal control environment, and implement new processes to ensure compliance with best practices.

Audit & External Relationships: Act as the primary point of contact for the company’s annual audit, including its holding company. Manage relationships with external auditors, preparing necessary workpapers, and serving as a liaison with the tax team.

Staff Management: Oversee accounting staff and maintain the relationship with the company's financial service provider.

Draft Financial Statements: Review financial statements, ensuring compliance with relevant regulations and standards.

Investment Oversight: Serve as the primary interface with the firm's outsourced investment manager, coordinating investment reporting and compliance.

Cross-Functional Collaboration: As a member of the management team, participate in company- wide deliberations, engaging with all functional departments to support organizational goals.

Technical Accounting Expertise: Provide technical accounting research, guidance, and advice to ensure the company remains compliant with current accounting standards and practices

Bachelor’s degree in Accounting, Finance or related discipline required.

5-7+ years of accounting related experience. CPA license preferred, but not required.

An extensive knowledge of STAT accounting. Highly proficient in accounting related software.

Highly proficient in computer skills to operate platforms within Microsoft Office applications for word processing, general ledger, policy management, and spreadsheets.

Prior insurance company experience is strongly preferred.

Competencies:

• Customer Service oriented
• Detail oriented
• Organized
• Communication Proficiency
• Ethical Conduct
• Problem Solver
• Highly motivated