Controller
Controller
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Job Description
Job Description
About the Role:
Our client a leading boutique Insurance and Employee Benefits Broker and Advisor headquartered in Dallas TX is seeking a Controller to join their team. This hands-on role is ideal for a detail-oriented professional who thrives in a fast-paced environment and isnt afraid to lead speak up and ensure financial accuracy and accountability across departments. Insurance experience is a plus.
As the Controller you will handle Accounts Payable (AP) Accounts Receivable (AR) commission revenue tracking payroll for a team of 14 and monthly reconciliations. This is a key position that supports executive decision-making through accurate financial reporting and oversight.
What Were Looking For:
Ideal candidate is someone whos not just good with numbers but someone who brings confidence assertiveness and a solution-oriented mindset. You should be able to work independently and take full ownership of the accounting function.
Key Responsibilities:
- Business Control and Financial Planning skills
- Analytical Skills and Business Planning abilities
- Experience in finance and financial analysis
- Bachelors degree in Accounting Finance Business Administration or related field
- Strong attention to detail and organizational skills
- Oversee and manage the full cycle of accounting activities including:
- Accounts Payable & Accounts Receivable
- Commission and revenue tracking
- Revenue and expense reporting
- Bi-weekly payroll for a team of 14
- Perform monthly bank and credit card reconciliations to ensure accuracy and completeness.
- Prepare financial statements and support budgeting and forecasting efforts.
- Identify and implement process improvements to increase efficiency and accuracy.
- Confidently communicate financial insights and discrepancies to stakeholder
Education and/or Experience:
- 5 years of experience as a Controller Staff Accountant Bookkeeper or Payroll Manager
- Proven experience with QuickBooks (Online and/or Desktop)
- Advanced Excel skills (Pivot tables VLOOKUPs formulas reporting)
- Strong understanding of financial principles payroll and commission structures
- Exceptional attention to detail and a high level of accuracy
- Strong interpersonal and communication skills not afraid to take initiative or speak up
- Bachelors degree in Accounting Finance or a related field (CPA is a plus)
Salary/Benefits
- $80K-$100K/year (based on experience)
- Annual Bonus
- Great PTO
- Benefits (75% paid for employee) 401K match at 3.5%
- This is a full-time on-site role located in Dallas TX. Fridays are half days. Off at noon.
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Employment Type
Full-Time
