Controller

Overview

This role is responsible for leading all accounting, financial reporting, and internal controls across the organization, covering both Managing General Agent (MGA) operations and a surplus lines insurance carrier. The position owns dual-track reporting across U.S. GAAP financial statements for the organization and its consolidated entities, and statutory financial statements filed with state insurance regulators under NAIC Statutory Accounting Principles.

The role reports to the CEO with direct exposure to senior leadership and strategic decision-making.

Responsibilities

• 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
  • Intercompany accounting between the producer and the underwriter
• Design, implement, and maintain 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
  • The engaged actuary
• Build, mentor, and develop a high-performing accounting team; establish best-in-class processes and drive continuous improvement.
• Manage consolidated financial reporting across organization 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, including:
  • Ceded and assumed reinsurance accounting
  • Deferred acquisition cost (DAC) treatment
  • 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
  • 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.

Required Qualifications

• 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, including bridging entries to reconcile the frameworks.
• 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
  • Reinsurance accounting (ceded and assumed)
• Hands-on familiarity with NAIC Schedules F, P, and D, and Risk-Based Capital reporting.

Preferred Qualifications

• Master’s degree in Accounting, Finance, MBA, or a related advanced degree.
• Experience inside a high-growth insurtech, specialty insurer, or scale-up environment.
• Prior responsibility for state-by-state premium tax filings and surplus lines tax compliance.
• Experience operating inside an insurance holding structure (HoldCo + carrier + MGA).
• Familiarity with investment accounting under SSAP No. 26R, SSAP No. 30R, and SSAP No. 43R (bonds, equities, structured securities).
• Proficiency with insurance-specific statutory reporting and ERP platforms (Workiva, EagleEye, SunGard EAS, SAP Insurance, or similar) and modern financial planning tools.
• SOX or SOX-style internal controls implementation experience.

Compensation & Benefits

Compensation and benefits are not specified in the provided information.

Location

Location is not specified in the provided information.

Additional Information

Employment is contingent upon a satisfactory verification of a general and criminal background check.