Controller, Finance & Banking, CFO

This is an opportunity to join Deans & Homer—established in 1856 and one of the longest continuously operating companies in California. Deans & Homer partners with several prominent “A”-rated insurance carriers to offer a range of proprietary insurance products throughout the U.S.

We have an immediate opening for an experienced Controller to report to, and collaboratively work with, the company’s Treasurer/CFO. Areas of focus would include the company’s accounting, financial reporting, and insurance-specific financial operations. This role is central to ensuring financial integrity, regulatory compliance, and operational excellence across the organization. It also provides a unique opportunity to reshape and enhance internal financial and operational reporting, partner insurance carrier reporting, and overall operational procedures.

As a lean, highly collaborative organization, Deans & Homer operates with a small accounting team. In addition to providing strategic oversight and leadership, the Controller will also be a hands‑on contributor to daily accounting operations and customer service when needed, while also maintaining ownership of higher‑level controller responsibilities.

The position also provides a unique platform for an inquisitive and motivated employee to explore, understand, and assist in all operational areas of Deans & Homer as core accounting and financial reporting ultimately derives information from operation‑wide resources.

• Oversee monthly, quarterly, and annual financial close processes for both Deans & Homer and related subsidiaries
• Ensure accurate, timely GAAP‑compliant financial reporting
• Maintain and enhance accounting policies, procedures, and internal controls
• Serve as primary liaison with auditors and external accountants

• Oversee premium, loss, commission, contingent commission, and trust accounting
• Ensure compliance with MGA/MGU agreements and fiduciary obligations
• Support carrier, reinsurer, and agency/broker reporting and settlements

• Oversee regulatory filings, unclaimed property, IRS and information reporting
• Coordinate multi‑state corporate tax filings with external CPAs
• Maintain nationwide annual state corporate organizational filings
• Support corporate insurance renewals, audits, and regulatory data calls

• Manage banking relationships, reconciliations, and cash positioning
• Oversee settlement receivables, disbursements, wires, and payment controls

• Oversee accounting and insurance systems based on an in‑house developed information system
• Drive automation, reporting improvements, and data integrity initiatives
• Lead and develop accounting staff
• Step in as needed to assist with day‑to‑day accounting responsibilities, as well as insurance agency/broker and insured accounting‑related communications
• Oversee vendor financial relationships and contracts
• Support payroll, benefits, and retirement plan administration

• Bachelor’s degree in Accounting, Finance, or related field
• 8+ years of progressive accounting experience, preferably in insurance
• Strong knowledge of insurance and trust accounting
• Management experience in a collaborative environment
• Strong organizational skills with the ability to manage competing priorities
• Proven experience managing audits, financial reporting, and complex reconciliations
• Detail‑oriented, analytical, and highly organized
• Ability to understand, develop and analyze SQL and Excel‑based macros to extract and present data for both internal and external partner insurance carrier reporting
• Ability to work closely with IT to manage data and reporting

• Experience in MGA/MGU or multi‑state insurance environments
• Clear communicator able to interface with executives, auditors, carriers, and regulators
• Understanding of insurance loss reserve and IBNR analysis and reporting
• Understanding of Quick Books for subsidiary accounting and reporting

• 401(k) with matching programs
• Health & Prescription Insurance – 90% employer paid
• Health Savings Account