Controller

Location: Orlando FL

Compensation: $125K $160K Bonus Profit Share / Safe Harbor

Work Schedule: On-site
Start: July / August

Overview

We are partnering with a well-established family-owned insurance agency in Orlando that is seeking a hands-on Controller to join its leadership team. This is a unique opportunity to step into a high-impact role that directly supports ownership with broad visibility across financial operations. This is not a purely oversight position. The right individual will be comfortable rolling up their sleeves managing day-to-day accounting activities and serving as a trusted partner to the President and CFO (during transition).

What Youll Do

• Manage day-to-day accounting operations including commissions carrier payables collections and account reconciliation.
• Oversee agency bill workflows and carrier remittances within a pay when paid structure.
• Handle high-volume / high-value cash flow accounts ($10M) with accuracy and accountability.
• Partner closely with ownership on financial visibility reporting and operational decisions.
• Identify opportunities to streamline processes improve efficiency and enhance workflows.
• Act as a liaison with Vertafore / AMS exploring system capabilities efficiencies and emerging tools (including AI integrations)
• Assist in resolving discrepancies managing collections and maintaining strong client/account relationships.
• Stay informed on market trends attend industry events and bring insights back to leadership.
• Operate as a true utility player-supporting across functions where needed.

What/Who Theyre Looking For

• Bachelors degree in Accounting Finance or related field.
• Prior experience within the insurance industry (agency experience strongly preferred).
• Hands-on detail-oriented and comfortable owning both tactical and strategic responsibilities.
• Familiarity with agency management systems (Vertafore / AMS preferred).
• Technically capable and open to leveraging systems to improve efficiency.
• Strong problem-solving mindset with the ability to manage discrepancies and complex account activity.
• Comfortable working in a small close-knit office environment.
• Collaborative low-ego team-first approach.
• Naturally curious interested in improving processes and exploring new ideas.