Controller

Job Description

Job Description

Job Description
The Controller is responsible accounting operations, financial reporting of the organization, with a strong emphasis on commission-based revenue management and supporting financial strategy. This role ensures the accuracy and integrity of financial data related to agency bill and direct bill commissions, supports executive decision-making, and maintains strong internal controls across all financial processes.

• Partner with executive leadership to develop and execute financial strategies aligned with agency growth and profitability goals
• Support strategic initiatives including organic growth, acquisitions, and new revenue programs

• Oversee all aspects of commission accounting, including:
  • Direct bill and agency bill commission reconciliation
  • Contingent income tracking and forecasting
  • Producer compensation and commission structures
• Ensure timely and accurate reconciliation of carrier statements and internal records
• Review, maintain, and strengthen processes for billing and commission accuracy
• Partner with operations and producers to resolve discrepancies and improve accuracy

• Oversee preparation of monthly, quarterly, and annual financial statements
• Analyze revenue performance across business lines, producers, and programs
• Present insights and forecasts to senior leadership

• Lead budgeting and forecasting processes with a focus on commission-based revenue variability
• Monitor performance against budget and provide quarterly budget variance reports to senior leadership

• Ensure compliance with GAAP and applicable regulatory requirements
• Oversee accounting functions including general ledger, AR/AP, and reconciliations
• Maintain strong internal controls and ensure compliance with accounting standards
• Participate in the annual financial audit conducted by external public accounting firms
• Manage end-to-end payroll processes, ensuring accurate, timely, and compliant execution

• Manage cash flow, liquidity, and banking relationships
• Oversee credit facilities, investments, and financial risk management

• Lead and develop the accounting team, providing strategic oversight while ensuring efficient day-to-day operations
• Establish clear roles, responsibilities, and performance expectations
• Promote a culture of accountability, continuous improvement, and collaboration

• Partner with department leaders to evaluate financial impact of business initiatives
• Support pricing, compensation, and profitability analysis
• Identify opportunities to improve efficiency and automate financial processes

• Performs other related duties as assigned to support the finance function and organizational objectives

• Strong knowledge of financial management, accounting principles, and reporting
• Advanced analytical, problem-solving, and decision-making skills
• High level of integrity and attention to detail
• Leadership skills with ability to manage and develop teams

• Bachelor’s degree in Finance, Accounting, or related field required
• CPA, MBA, or equivalent advanced credential preferred
• 10+ years of progressive finance and accounting experience
• Proven experience in financial planning, reporting, and strategic analysis

• Health insurance, vision, dental, life insurance, and more. This includes an employer-sponsored HSA, paid coverage for employees, and cost-sharing for families.
• 401K with employer matching.
• PTO and paid holidays to support work-life balance. PTO is based on experience and is expected to increase over time.
• A casual office environment with a dedicated and professional team.

About Sovereign Insurance Group
Since 1959, Sovereign Insurance Group has been a leader in the nonprofit, commercial property and casualty marketplace. A growing company that has expanded from one location in Southeastern PA to a multi-state organization, we are poised to continue our expansion.

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