The Jacobson Group
Job Description:
A holding company is seeking a Controller to be responsible for overseeing all accounting operations, including the accumulation and consolidation of financial information for internal and external reporting. This role will assess and strengthen accounting and internal control systems while ensuring compliance with financial reporting requirements. As a critical, newly created position for the company, the Controller will direct and manage financial accounting activities, provide strategic financial insights to support growth, and lead financial integration efforts across new acquisitions. The Controller will also play a central role in establishing consolidated reporting and optimizing financial processes as the holding company integrates acquired agencies. This position is foundational to the company's strategic objectives, supporting the centralization of back-office functions, improving operational efficiencies, and providing leadership with the insights needed to guide future growth. This is a retained search.
Responsibilities: Oversee all accounting and payroll systems and functions across the holding company and its portfolio companies, while managing banking relationships, cash flow, payroll processing, and employee benefits, including health plans and 401(k). Lead the monthly and annual close processes, including the preparation and review of financial statements, workpapers, general ledger analysis, accounts payable and receivable, and account reconciliations.
Lead the financial integration of newly acquired companies, including converting financials from cash to accrual basis where needed. Play a key role in implementing a consolidated financial system that supports the company's broader rollup strategy.
Partner with external consultants on revenue recognition, purchase accounting, audits, and tax preparation, while ensuring compliance with GAAP and all applicable federal, state and local regulatory requirements. Develop and refine accounting policies and procedures, review and implement effective internal controls, and oversee internal audits to ensure compliance and efficiency.
Design and maintain the organizational structure of the accounting team to effectively achieve company goals, while driving continuous improvement initiatives across the department.
Mentor, develop, and manage a highly productive team.
Requirements:
10 years of progressive experience with a strong technical understanding of insurance accounting and financial operations in the property and casualty industry Experience consolidating financial data from multiple entities with the ability to create expense allocation methodologies In-depth knowledge of insurance financial practices; strong analytical and business skills, including the ability to grasp the big picture Proficient quantitative and analytical skills, paired with solid business judgment and financial acumen Excels in a smaller organization and is comfortable in a startup-like environment; private equity experience (preferred) Proficiency in Excel Bachelor's degree; CPA (preferred)
Responsibilities: Oversee all accounting and payroll systems and functions across the holding company and its portfolio companies, while managing banking relationships, cash flow, payroll processing, and employee benefits, including health plans and 401(k). Lead the monthly and annual close processes, including the preparation and review of financial statements, workpapers, general ledger analysis, accounts payable and receivable, and account reconciliations.
Lead the financial integration of newly acquired companies, including converting financials from cash to accrual basis where needed. Play a key role in implementing a consolidated financial system that supports the company's broader rollup strategy.
Partner with external consultants on revenue recognition, purchase accounting, audits, and tax preparation, while ensuring compliance with GAAP and all applicable federal, state and local regulatory requirements. Develop and refine accounting policies and procedures, review and implement effective internal controls, and oversee internal audits to ensure compliance and efficiency.
Design and maintain the organizational structure of the accounting team to effectively achieve company goals, while driving continuous improvement initiatives across the department.
Mentor, develop, and manage a highly productive team.
Requirements:
10 years of progressive experience with a strong technical understanding of insurance accounting and financial operations in the property and casualty industry Experience consolidating financial data from multiple entities with the ability to create expense allocation methodologies In-depth knowledge of insurance financial practices; strong analytical and business skills, including the ability to grasp the big picture Proficient quantitative and analytical skills, paired with solid business judgment and financial acumen Excels in a smaller organization and is comfortable in a startup-like environment; private equity experience (preferred) Proficiency in Excel Bachelor's degree; CPA (preferred)