Tri-State Market Controller

Overview

This role involves serving as the senior finance leader for the Tri-State market within the Northeast Region finance organization. The Market Controller will own accounting operations, financial reporting, month-end close processes, compliance, and business partnership activities across the region. The position requires strong controllership experience, deep accounting expertise, leadership capabilities, and the ability to thrive in a fast-paced, evolving environment. The individual will also contribute to regional transformation initiatives such as system consolidations, operational improvements, and acquisition integrations.

Responsibilities

Financial Leadership & Ownership

• Manage accounting and finance operations and financial reporting for the Tri-State market within the Northeast Region.
• Act as a trusted finance business partner to regional leadership, agency leaders, and cross-functional stakeholders.
• Support broader Northeast Region finance initiatives and special projects as needed.

Month-End Close, Reporting & Analysis

• Lead the month-end close process, including reconciliations, journal entries, and deliverables to ensure timely and accurate reporting aligned with corporate timelines.
• Prepare, review, and analyze financial statements, management reports, and business performance commentary.
• Collaborate with FP&A and operational leaders on budgeting, forecasting, variance analysis, trend reporting, and financial lookbacks.
• Identify insights, risks, and opportunities through financial analysis and performance monitoring.

Process Improvement, Controls & Compliance

• Evaluate and improve accounting processes, workflows, and internal controls to enhance efficiency, accuracy, and scalability.
• Ensure compliance with US GAAP, company policies, and applicable regulatory requirements.
• Maintain strong technical accounting knowledge and apply best practices across reporting and controllership activities.
• Lead audit preparation and coordination in partnership with Northeast Finance leadership.

Transformation & Strategic Initiatives

• Support finance transformation efforts including accounting system migrations, AMS consolidations, and process standardization initiatives.
• Partner on integration efforts related to acquisitions, including onboarding newly acquired agencies into the financial operating model.
• Drive continuous improvement across regional finance operations.

Team Leadership & Collaboration

• Lead, coach, and develop finance and accounting team members, including remote and geographically dispersed employees.
• Establish priorities, delegate effectively, and foster accountability across the team.
• Provide mentorship, tools, and operational guidance to support team success.
• Collaborate closely with agency leadership and business partners to define, track, and communicate key business metrics.

Qualifications

Required Experience

• 10+ years of progressive accounting and finance experience.
• 5+ years of leadership experience in senior accounting, controllership, or finance management roles.
• Strong knowledge of US GAAP and technical accounting principles.
• Proven experience leading month-end close, financial reporting, and accounting operations.
• Experience managing distributed or remote teams across multiple locations.
• Demonstrated success improving processes, strengthening controls, and driving operational efficiency.
• Experience partnering with executive leadership and operational stakeholders.

Preferred Experience

• Experience in insurance brokerage, financial services, or professional services industries is strongly preferred.
• Experience supporting acquisitions, integrations, or multi-entity organizations.
• Exposure to system transformations, accounting platform migrations, or automation initiatives.
• CPA certification is strongly preferred.

Compensation & Benefits

• Salary Range: $150,000 – $175,000, based on experience.
• Performance-based bonus eligibility.
• Comprehensive benefits package including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and additional wellness and development benefits.

Location

• Remote

Equal Opportunity

The employer is an equal opportunity employer. All applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.