Controller

A dynamic and growing financial services company is seeking a Controller to oversee the accounting operations for the organization and its subsidiaries. This leadership role reports directly to the CFO and is responsible for financial and regulatory reporting, system and process improvement, and management of accounting staff. The Controller will play a critical role in ensuring accuracy, compliance, and strategic insight across the company’s financial functions.

Key Responsibilities:

• Lead and manage the Accounting department, including hiring, training, evaluating, and developing team members.
• Oversee the preparation and analysis of internal and external financial statements on a monthly, quarterly, and annual basis.
• Manage the development and review of budgets, forecasts, and variance reports.
• Ensure compliance with GAAP and statutory accounting standards.
• Direct financial reporting processes, including business planning and executive reporting.
• Maintain internal controls and enforce accounting policies and procedures to ensure compliance with regulatory and corporate standards.
• Lead month-end, quarter-end, and year-end close processes.
• Oversee the preparation of all required tax returns and regulatory filings.
• Assist senior leadership in evaluating profitability and assessing financial risk.
• Support audits and regulatory examinations, coordinating with external auditors and state agencies.
• Drive continuous improvement in accounting processes and reporting tools.
• Stay current on industry trends, regulatory changes, and financial reporting technologies.

Essential Skills & Experience:

• Bachelor's degree in Accounting or Finance; CPA preferred.
• 5 years of public accounting experience, with a preference for life insurance and/or annuity industry exposure.
• 2 years of experience managing general ledger systems and leading accounting teams.
• Proficiency in GAAP and NAIC statutory accounting principles.
• Strong technical expertise in Microsoft Excel, Word, and general ledger/reporting tools (e.g., SAP, Spreadsheet Server).
• Experience with Sarbanes-Oxley compliance is highly desirable.
• Exceptional leadership and communication skills; capable of leading a department of 10 .
• Organized, proactive, and able to meet tight deadlines with high accuracy.

Benefits:

• Comprehensive medical, dental, and vision coverage
• Onsite or reimbursed fitness and wellness programs
• Tuition reimbursement and access to professional development courses
• Employee stock ownership plan and 401(k) retirement savings plan
• Generous paid time off including holidays, vacation, and sick leave
• Onsite health services and access to wellness coaching
• Financial wellness programs and legal assistance options
• Employee discounts and identity protection services