Interim Financial Controller

Financial Corporate Controller

Location: Irving, TX (onsite)
Contract Duration: 3 months + possible contract to hire
Rate: $60–$75 per hour

Jefferson Wells is seeking an experienced and detail-oriented Financial Corporate Controller to join our team for a contractual period of 3 months or longer, with a possibility to become a contract‑to‑hire role. The Controller will be part of the Accounting and Finance group, reporting directly to the CFO, and will be responsible for all compliance related to the accounting and finance function.

The Controller must be able to adapt to a continually evolving environment and thrive in an autonomous and deadline‑oriented workplace while successfully managing the accounting staff and relationships with our partners and customers. As the primary stakeholder of the financial systems, the Controller will ensure that technology is leveraged effectively to meet the organization’s financial reporting needs.

• Internal Controls:
  Ensure effective internal controls are in place and ensure compliance with GAAP and applicable federal, state, and local regulatory laws and rules for financial and tax reporting. Design and implement processes and internal controls.
• Amortization:
  Service Contract and Provider revenue and expenses must be amortized monthly with cancellation logic and annual inception to date of all in force contracts.
• Forecasting:
  Generate five-year financial forecast based on sale projections and amortization schedules.
• Budgets:
  Work with CFO & individual departments to prepare budgets and consolidate them into one overall corporate budget. Compare historical results against budgets and forecasts, perform variance analysis to explain differences and make improvements.
• Asset Protection:
  Assure protection for the assets of the business through internal control, internal auditing, and ensuring proper reserve coverage.
• Inventory:
  Understand process and financial reporting related to inventory.
• Expense Management:
  Monitor and communicate expenses and costs to facilitate continuous operational improvements.
• Team Leadership:
  Effectively lead all finance and accounting team members, providing guidance and mentoring.
• General Ledger:
  Manage and approve all general ledger entries for monthly financial statements. General ledger implementation and ongoing management.
• Month End Close:
  Oversee month‑end close process and financial statement preparation. Coordinate monthly and annual close, including preparation of balance sheet, income statement (actual vs actual and actual vs budget), and related variance analysis. Oversee monthly review of accounts receivable and company payable subsidiary ledgers, including collections and reconciliation to general ledger.
• Financial Statements:
  Ensure accurate and timely processing of all financials monthly which include GAAP and Modified Cash Financials. Report financial status by developing forecasts, reporting results, analyzing variances, and identifying improvements.
• Payroll:
  Support Payroll in biweekly payroll approvals and ensure we are meeting all compliance needs.
• Tax:
  Manage the company’s income tax and other tax compliance requirements, ensuring accurate and timely filings/returns.
• Audits:
  Manage audit activities and audit compliance. Liaison for internal and external audits.
• Allocations:
  Settlement of and accounting for all corporate overheads, including rent and other office costs, T&E, legal, insurance, regulatory, and other costs.
• Banking:
  Management of all bank accounts and ensure their reported balances are correct.
• Business & Sales Metrics:
  Develop and monitor business and sales performance and financial metrics utilising tools such as Power BI.
• Special Projects:
  Special projects as assigned.
• Financial Compliance/Regulatory Reporting:
  Managing financial compliance/regulatory reporting.

• 5+ years in an Insurance Industry
• BS and MS in Accounting required
• CPA required
• At least 10 years of experience ideally gained through increasingly responsible management positions within Accounting or Finance in an insurance or property & casualty environment
• 5+ years in mid‑level management and up leadership…