Financial Controller

Description

JOB SUMMARY

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

The Financial Controller will oversee all financial aspects of the agency, to ensure accurate reporting, and supporting strategic growth initiatives. This role manages accounting processes, financial planning, and internal controls to maintain profitability and operational efficiency.

ROLES AND RESPONSIBILITIES:

• Prepare and review monthly, quarterly, and annual financial statements. 
• Own and manage the General Ledger working with the team to ensure accuracy.
• Lead and engage with the team to ensure revenue and related entries are posted by EOD BD 2.
• Support existing write-off processes and improvement, when warranted. 
• Research variances to ensure proper entries are made to ensure accuracy.
• Serve as a back-up for acquisition onboarding. 
• Ensure all acquisition entries are posted accurately and timely. 
• Provide detailed financial analysis to support agency performance including, but not limited to, a monthly fluctuation analysis. 
• Review and distribute the Director Financial Packet by EOD BD 6. 
• Communicate and collaborate with Leadership team as requested.  
• Review and distribute branch financials to Leadership.
• Research and work across departments to optimize our expenses/investments.
• Prepare monthly trend analysis for Leadership by EOD BD 6.
• Complete ad hoc projects.
• Coordinate with auditors during examinations and audits.
• Oversee direct and agency bill process/management.
• Implement and maintain strong internal controls to safeguard agency assets. 
• Identify financial risks and recommend mitigation strategies. 
• Develop, inspire and supervise operations accounting team and foster a culture of accuracy and accountability.  
• Provide guidance and leadership to team members to ensure objectives are being met. 
• Perform other related duties as assigned. 

Requirements

• Exceptional leadership development experience preferred. 
• Strong people management skills to cultivate and grow the team.
• Ability to manage multiple priorities in a fast-paced environment.
• Familiar with a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), and the agency management system (AMS 360). 
• Ability to travel to acquired organizations and offices as needed. 

EDUCATION AND EXPERIENCE REQUIREMENTS

• Education requirement: Bachelor’s degree in accounting, Finance or related degree preferred.
• 10 years of progressive accounting/finance experience, preferred, in insurance, financial services or related field. 
• Accounting experience is strongly preferred. 

WORKING CONDITIONS/PHYSICAL DEMANDS

Work environment characteristics and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop; kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.