Controller

Controller NavSav Insurance

Location: Remote (Houston TX)

Reports To: Chief Financial Officer

Company Overview

NavSav Insurance is a rapidly growing family-founded retail insurance agency platform headquartered in Beaumont Texas. Since its founding in 2012 NavSav has completed more than 85 acquisitions and now operates across 16 states with approximately 300 employees and 95000 customers. Ranked among the 50 largest property & casualty agencies in the U.S. NavSav offers a full suite of personal commercial life and health insurance products. The companys entrepreneurial culture technology investments and strong financial foundation have positioned it for continued expansion through both organic growth and strategic M&A.

Position Summary

The Controller will serve as a key financial leader responsible for overseeing NavSavs accounting operations financial reporting and internal controls. This individual will play a pivotal role in scaling the companys accounting infrastructure to support rapid growth and ongoing acquisition activity. The ideal candidate will combine deep technical accounting expertise with a hands-on leadership style operational discipline and a passion for continuous improvement.

Key Responsibilities

• Oversee all aspects of the accounting function including general ledger AP/AR payroll and consolidations across multiple legal entities.
• Ensure the accuracy timeliness and integrity of financial reporting in accordance with GAAP.
• Prepare for and coordinate external audits tax filings and regulatory examinations.
• Manage monthly quarterly and annual close processes driving efficiency and consistency across acquired entities.
• Maintain and enhance internal controls accounting policies and agency commission processes to ensure compliance and mitigate risk.
• Partner with the CFO and M&A team to evaluate onboard and integrate newly acquired agencies.
• Standardize accounting processes across acquired entities ensuring seamless migration to
• NavSavs centralized systems (e.g. NetSuite Applied EPIC Comulate).
• Support due diligence purchase accounting and post-acquisition financial assessments.
• Develop and implement systems reporting tools and processes to enhance visibility into business performance and cash flow.
• Collaborate closely with Finance HR Technology and Operations to align financial practices and reporting standards across the organization.
• Identify and lead automation and process improvement initiatives to increase efficiency scalability and accuracy.
• Lead mentor and develop a small but high-performing accounting team while serving as a player-coach who is hands-on and deeply engaged in the work.
• Set clear expectations uphold the highest standards of performance and foster a culture of accountability integrity and excellence.
• Partner with the CFO to define the long-term vision for the accounting function and build out future leadership capacity.

Qualifications

• CPA required (active license).
• 10 years of progressive accounting experience including at least 5 years in public accounting with a Big Four firm.
• Strong background in multi-entity consolidations M&A integration and financial reporting.
• Deep understanding of GAAP and internal control frameworks.
• Prior experience in insurance financial services or other regulated multi-location industries strongly preferred.
• Hands-on experience implementing or optimizing ERP/accounting systems (e.g. NetSuite Sage Intacct or similar).
• Proven ability to lead and develop accounting teams in a fast-paced growth-oriented environment.
• Exceptional analytical organizational and communication skills.
• High integrity and a bias for action - equally effective in strategic discussions and detailed transactional work.

Personal Characteristics

• Hands-on and driven - thrives in a roll-up-your-sleeves environment and drives measurable improvement.
• Accountable and disciplined - delivers accuracy transparency and reliability across all areas of responsibility.
• Business-minded - understands the story behind the numbers and contributes to strategic decision-making.
• Collaborative and humble - thrives in an entrepreneurial team-oriented culture and leads with care and conviction.
• Improvement mindset - constantly seeks to enhance processes and outcomes; open to feedback and proactive in giving constructive input to colleagues and team members.

Benefits

• Medical Insurance
• Dental and Vision Insurance
• Supplemental Insurance
• Paid Time Off (starts accruing immediately)
• 401k up to 4% employer match
• Paid Holidays