Our client is seeking a hands-on and experienced Senior Controller / Manager of Accounting to partner closely with the CFO in building a scalable financial reporting and accounting infrastructure. This role will be instrumental in establishing accounting policies, supporting ERP implementation, leading audit processes, and owning the accounting components of M&A integrations.

Key Responsibilities

1. Financial Reporting & Accounting Operations

• Month-End Close: Own and manage the end-to-end monthly close process, with a focus on continuous improvement and timeline reduction using modern tools and best practices.
• Revenue Recognition (ASC 606): Lead the transition from cash to accrual accounting, including complex revenue recognition related to Direct Bill and Agency Bill structures.
• Audit Management: Act as the primary point of contact for external auditors; prepare GAAP-compliant financial statements and related disclosures.
• Budgeting & Forecasting: Partner with the CFO to support the annual operating budget, rolling monthly forecast, and weekly cash forecasting.

2. M&A Integration & Purchase Accounting

• Purchase Accounting (ASC 805): Lead technical accounting for acquisitions, including opening balance sheets, fair value adjustments, and coordination of purchase price allocations (PPA).
• Integration Leadership: Support financial onboarding of newly acquired entities by mapping legacy charts of accounts to the standardized general ledger and overseeing financial data migration.
• Synergy & Performance Tracking: Monitor post-acquisition performance against deal models to assess synergy realization.

3. Systems & Finance Transformation

• ERP Implementation: Play a key role in the selection and implementation of a modern ERP system.
• Dashboards & KPIs: Collaborate with leadership to develop automated dashboards for private equity reporting and operational KPIs (e.g., new business conversion, customer retention, lead-to-quote metrics).
• Finance Tech Stack Ownership: Administer and optimize the finance technology ecosystem, including ERP, AP automation, and expense management tools.

Required Qualifications

• Education & Credentials: Bachelor’s degree in Accounting; CPA strongly preferred.
• Experience: 5–7+ years of progressive accounting experience.
• M&A Exposure: Prior experience in acquisition-driven environments; integration experience strongly preferred. Private equity exposure is a plus.
• Audit Background: Big 4 or large regional public accounting (audit) experience highly valued.
• Industry Experience: Prior experience in insurance brokerage, agency environments, or general insurance industry is a strong plus.
• Advisory Experience: Background in accounting advisory services is a plus.

Core Competencies

• Ownership Mentality: Ability to independently own initiatives, gather inputs, and deliver high-quality results.
• Systems-Oriented: Comfortable working with modern SaaS platforms and improving processes through automation.
• PE-Backed Environment: Thrives in fast-paced, high-expectation environments with rigorous reporting standards.

Why Join Our Client?

• Impact: Build and scale the accounting function and “Office of the CFO” from the ground up.
• Growth: Meaningful exposure to a high-growth, technology-enabled platform backed by private equity.
• Culture: Inclusive, collaborative, and entrepreneurial environment that values innovation and accountability.