Controller

• Oversee all accounting, financial reporting, and financial analysis for the company and its captive insurance entity
• Lead month-end close (5–15 days post client close) and maintain strong internal controls
• Manage GL, reconciliations, deferred revenue, and financial statement preparation
• Coordinate tax activities and partner with an external CPA firm for annual tax review
• Serve as primary liaison for auditors and ensure compliance
• Perform or oversee full-cycle accounting, including corporate-level accounting tasks
• Manage payroll and benefits accounting for six employees
• Handle fund flows between corporate and captive entities, including IRR calculations and supporting schedules
• Maintain and enhance accounting systems
• system conversion experience preferred
• Reconcile and align data between MS Dynamics and QuickBooks
• Improve processes and reporting efficiencies using Excel (XLOOKUP, SUMIFS, hyperlinking, formatting)
• Support budgeting, forecasting, and long-term planning
• Provide insights on performance, risks, opportunities, and regulated industry requirements

• Bachelor’s degree in Accounting or Finance
• CPA (active or inactive)
• 10+ years of experience in a small business (25 employees or fewer)
• Hands-on experience in GL management, month-end close, financial reporting, internal controls, payroll, and tax coordination
• QuickBooks proficiency
• Ability to reconcile MS Dynamics with QuickBooks
• Strong Excel skills (lookups, SUMIFS, hyperlinking, formatting)
• Experience working with auditors

• Regulated industry background (banking, insurance, money management, or SOX)
• Captive insurance exposure
• IRR modeling and fund flow analysis
• System conversion experience

Performance-Based Bonus