Controller – Insurance Brokerage Sector Location: Remote (Candidates must reside in EST or CST time zones) Compensation: $135,000 – $145,000 base + bonus + potential equity

Overview

The HT Group has partnered with a growing, PE-backed, independent insurance brokerage in their search for a highly strategic and hands-on Controller to lead and oversee all financial operations. This role will be responsible for all aspects of the accounting cycle: month-end close, financial reporting, cash management, and supporting executive leadership with data-driven insights, especially in an acquisition-driven environment.

This is a fully remote role, requiring availability during Eastern or Central time zone business hours.

Key Responsibilities

Lead and oversee all company financial operations, ensuring accuracy, compliance, and efficiency Manage month-end close cycle and all aspects of the accounting department (e.g., AR/AP, annual audit process, validating debt covenant compliance) Analyze financial performance, trends, and key business drivers to support strategic decision-making Oversee cash flow management and ensure operational liquidity Evaluate and optimize capital structure and financial strategies Support M&A activity, primarily focused on post-acquisition integration support Develop and implement financial policies, procedures, and internal controls Prepare and present financial reports to executive leadership Manage and mentor a small accounting/finance team Partner cross-functionally with Operations and Executive Leadership Assist with corporate tax oversight and coordination with external partners Reconcile financials across partnerships and entities Manage monthly commission calculations and ensure timely payments to agents

Qualifications

Proven experience as a Controller, Director of Accounting, or similar senior accounting role within the insurance brokerage industry Strong understanding of the month-end close process, insurance industry accounting principles, and how to create financial reporting packages Experience in forecasting, budgeting, and data analysis Ability to operate both strategically and tactically in a growing organization Strong leadership and team management skills Excellent communication and collaboration skills High attention to detail with strong analytical capabilities Proficiency in Microsoft Office (advanced Excel required) Experience with Applied Epic or insurance systems is required Experience with NetSuite ERP is preferred Insurance brokerage industry experience required Mergers & Acquisitions (M&A) integration experience is highly desired

What We Offer

Competitive base salary up to $150,000 (DOE) + bonus Comprehensive benefits package (medical, dental, vision, 401k, etc.) Generous PTO and paid holidays Professional development and growth opportunities Fully remote work environment with a collaborative leadership team