Controller, Finance & Banking, CFO

Hybrid opportunity with great work life balance and high impact work. This role is responsible for the financial operations and its consolidated entities: accounting records, financial reporting, internal controls, and tax compliance. The Controller supervises a team of two and serves as a senior resource to the CFO. Importantly, this is not a role focused solely on maintaining existing systems and practices — the expectation is that the Controller will identify opportunities to improve how Finance operates and will take initiative in doing so.

• Supervise preparation of quarterly and annual GAAP and statutory financial statements for consolidated entities — accurate, timely, and audit-ready.
• Manage the annual independent audits end-to-end: planning, preparation, auditor relationship, and issuance.
• Oversee all tax compliance — federal, state, and local — including current and deferred income tax calculations and required regulatory filings.

• Direct the recurring accounting close process; maintain the general ledger, chart of accounts, and all accounting records.
• Oversee cash management, bank reconciliations, accounts payable, and accounts receivable.
• Design, document, and regularly assess a system of internal controls appropriate to the organization’s size and risk profile.

• Take an active role in modernizing Finance operations. The function has meaningful opportunity to reduce manual effort, improve data quality, and provide better visibility to leadership — and the Controller is expected to help lead that work.
• Identify, evaluate, and implement improvements to Finance systems and workflows, including automation and AI-assisted tools where appropriate.
• Lead or participate in Finance technology projects: system implementations, integrations, and process redesign initiatives.
• Maintain documented procedures for all Finance processes, ensuring institutional knowledge is retained and accessible independent of any one individual.

• Directly supervise two Finance Department staff. Set clear expectations, provide consistent feedback, and support professional development.
• Build a team environment that can grow and adapt as the Finance function evolves.

• Serve as a voting member of the Retirement Committee.
• Support the CFO in Board and committee financial presentations; communicate complex financial information clearly to non-finance audiences.

• Required:
  
  Bachelor’s degree in Accounting or Finance.
• Preferred:
  Active CPA license.

• Minimum 10 years of progressive accounting experience, including direct supervisory responsibility.
• Demonstrated experience with GAAP financial reporting and internal controls in an insurance or financial services environment.
• P&C or specialty insurance accounting experience strongly preferred.
• Experience managing an external audit relationship.
• A demonstrated record of improving Finance systems, processes, or workflows — not only maintaining them.

• In-depth knowledge of GAAP as applied to a P&C insurance company, including statutory accounting principles.
• Proficiency in current and deferred income tax calculation and compliance.
• Working knowledge of internal control frameworks (e.g., COSO).
• Proficiency with accounting and ERP platforms; insurance-specific system experience preferred.
• Advanced Excel; comfort with financial reporting tools, business intelligence platforms, or data visualization tools.
• Familiarity with AI and automation tools in a finance context, and an interest in expanding their use where appropriate.

• Manages multiple priorities without sacrificing accuracy or attention to detail.
• Communicates financial information clearly to non-financial audiences.
• Raises issues early and directly rather than managing around them.
• Approaches change and new ways of working with openness and initiative.