Controller / Director of Finance

Job Description:

  • Manage day-to-day financial operations and accounting processes
  • Prepare monthly, quarterly, and annual financial reporting
  • Develop profit and loss reporting by business segment
  • Develop client-level and business-line profitability reporting
  • Reconcile company bank accounts and maintain financial controls
  • Manage accounts payable, cash flow, and financial obligations
  • Oversee client billing across all service lines
  • Maintain recurring billing and subscriptions
  • Monitor accounts receivable and follow up on outstanding balances
  • Reconcile contracted services against billing to identify missed or incorrect revenue
  • Manage commission reconciliation across insurance brokerage, broker-dealer, and investment advisory operations
  • Track expected commissions, research discrepancies, and coordinate commission allocations and payouts
  • Develop reporting by client, producer, carrier, product, and business line
  • Partner with leadership and sales teams to track new sales
  • Reconcile closed sales against revenue and commissions received
  • Maintain sales pipeline and revenue forecasting
  • Connect pipeline, closed sales, billing, cash received, and profitability reporting
  • Support annual budgeting and develop segment-level budgets and forecasts
  • Maintain rolling revenue, expense, and cash flow forecasts
  • Analyze actual results against budget and identify trends, risks, and opportunities
  • Assist with financial modeling for staffing, pricing, new services, technology investments, and strategic initiatives
  • Reconcile payroll-related bank accounts, tax funding, tax disbursements, client tax liabilities, and pass-through funds
  • Maintain separation between client payroll funds and company operating funds
  • Work with Payroll Operations to resolve financial discrepancies
  • Report to and work closely with the CFO and COO

Requirements:

  • Bachelor's degree in Accounting, Finance, Business, or related field
  • 7+ years of progressive accounting or financial management experience
  • Controller, Assistant Controller, Director of Finance, Finance Manager, or similar experience preferred
  • Strong accounting, reconciliation, budgeting, forecasting, and financial analysis skills
  • Advanced Excel skills and experience working with multiple financial data sources
  • Experience with QuickBooks or similar accounting platforms
  • Ability to build meaningful management reporting and translate financial information into clear business recommendations
  • Experience with insurance, financial services, payroll, professional services, commission-based businesses, or recurring revenue models is a strong plus

Benefits:

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    Common Interview Questions And Answers

    1. HOW DO YOU PLAN YOUR DAY?

    This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

    2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

    When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

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    With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

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