Position: Controller Location: Greater Boston Area (Remote with preference for local candidates) Compensation: Base salary in the $140,000-$150,000 range, plus a bonus opportunity up to 25% based on individual and company performance Why the Controller Opportunity? The Company: Our client is a growing insurance platform operating within a delegated authority / MGA model. The business is a wholly owned subsidiary of a larger organization but operates with meaningful autonomy. The Growth: The company generated nearly $40M in revenue in 2024 and is projected to reach $65-70M over the next two years. Recent acquisition activity and a NetSuite implementation have increased scale and complexity, driving the need for additional accounting leadership. The Opportunity: This is a newly created Controller role designed to take ownership of day to day accounting and financial close. As the CFO shifts focus toward operations, the Controller will serve as the primary accounting and finance lead and help build scalable, efficient processes. The Exposure: The role offers regular interaction with senior leadership, external auditors, outsourced accounting teams, and carrier partners, providing broad exposure across accounting, FP&A, reporting, and insurance operations in a high growth environment. The Controller's responsibilities include but are not limited to:

• Own the monthly, quarterly, and annual close processes, ensuring accurate and timely financial reporting
• Maintain general ledger integrity, including journal entries, reconciliations, and accruals
• Oversee and review the work of outsourced accounting providers handling transactional activities
• Manage accounting for MGA and delegated authority insurance programs, including fee based revenue recognition and carrier settlements
• Coordinate annual audit activities and serve as the primary liaison with external auditors
• Prepare financial statements, supporting schedules, and technical accounting documentation
• Support budgeting, forecasting, and financial analysis in partnership with the CFO
• Assist with post acquisition integration efforts and system optimization following NetSuite implementation
• Improve accounting processes, controls, and reporting as the company scales

Qualifications:

• Bachelor's degree in Accounting or Finance
• CPA strongly preferred
• 7+ years of progressive accounting experience
• Insurance industry experience strongly preferred (MGA, delegated authority, or carrier environments)
• Experience managing or working with outsourced accounting providers
• Demonstrated ownership of monthly close and audit processes
• Hands on, detail oriented operating style suitable for a lean organization
• Experience with NetSuite or similar ERP system
• Strong Excel skills; FP&A exposure is a plus

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