Controller / Treasurer

Job Description

Controller / Treasurer

Job Summary

Our client, a well-established property & casualty insurance company, is seeking a Controller/Treasurer who will be responsible for managing all accounting, financial reporting, treasury operations, and regulatory compliance. This is a hands-on role in a lean environment, requiring both strategic oversight and direct involvement in day-to-day accounting functions.

Responsibilities

• Lead and participate in monthly, quarterly, and annual close processes.
• Prepare and review GAAP and statutory financial statements.
• Maintain and reconcile the general ledger and supporting schedules.
• Prepare and file NAIC statutory statements and related schedules.
• Ensure compliance with all state insurance regulatory requirements.
• Manage cash flow, banking relationships, and investment coordination.
• Oversee premium collections, claims disbursements, and reinsurance settlements.
• Maintain and strengthen internal controls over financial reporting.
• Ensure proper segregation of duties and compliance with audit standards.
• Identify opportunities to improve processes and increase efficiency.
• Partner with the CEO & President on financial matters and strategic initiatives.
• Serve as primary contact for auditors, regulators, and external partners.
• Collaborate with underwriting, claims, and operations teams.
• Prepare budgets and proforma statements.
• GL software: Sage 100
  
  

Qualifications/Requirements

• Bachelor’s degree in Accounting or Finance required.
• Active CPA designation required.
• 7–10 years of progressive accounting experience.
• Experience in property & casualty insurance strongly preferred.
• Experience managing or leading accounting functions and/or staff strongly preferred.
• Experience with NAIC statutory reporting preferred.
• Experience in a small or mid-sized insurance company preferred.
• Familiarity with reinsurance accounting and rating agencies (e.g., AM Best) preferred.
• Strong knowledge of GAAP and statutory accounting principles.
• High attention to detail and accuracy.
• Ability to operate in a hands-on, self-directed environment.
• Strong analytical and problem-solving skills.
• Effective communication across all levels of the organization.
• High level of integrity and accountability.
  
  

Compensation Package

• Salary: $140,000-$160,000 (depending on experience) bonus opportunities