Controller

Job Summary:

My client is seeking an experienced and highly motivated Controller to join our growing team based in Southlake, Texas. The ideal candidate will have a solid background in the insurance or financial services industry-preferably within an MGA environment. This position plays a key leadership role in overseeing all aspects of financial reporting, accounting operations, and internal controls. The successful candidate will also lead the implementation of a new ERP system and drive improvements in financial processes.

The Controller will report directly to the local CFO and maintain a strong working relationship with the CFO.

Key Responsibilities:

• Oversee all accounting operations including general ledger, accounts payable/receivable, payroll, and financial reporting.
• Ensure timely and accurate monthly, quarterly, and annual financial closings.
• Prepare consolidated financial statements in accordance with US GAAP and IFRS.
• Lead and manage the implementation and migration to a new ERP system, ensuring smooth transition and integration across departments.
• Establish, document, and maintain robust financial controls, policies, and procedures to ensure compliance and mitigate risk.
• Partner with senior leadership to develop and monitor key financial metrics and KPIs.
• Coordinate with external auditors, tax advisors, and regulatory bodies as required.
• Provide strategic financial insights to support business decisions and growth initiatives.
• Train and mentor accounting staff, fostering a culture of accountability and continuous improvement.

Qualifications:

• CPA designation required.
• Minimum of 7 years of progressive experience in accounting or finance roles.
• Industry experience in an MGA, insurance, or financial services organization strongly preferred.
• Strong technical accounting skills with in-depth knowledge of US GAAP and IFRS.
• Proven experience in ERP implementation and systems integration, specifically with MS Dynamics and other financial systems.
• Demonstrated ability to design and implement internal controls and financial processes.
• Excellent analytical, organizational, and communication skills.
• Proficiency with financial systems and Microsoft Excel; experience with mid-to-large ERP systems (e.g., NetSuite, Sage, Oracle, SAP) is a plus.

Additional Information:

• This is a full-time, on-site position in Southlake, TX.
• Competitive compensation and benefits package offered.
• Authorization to work in the U.S. is required.

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person