Controller

Controller

At BSI Corporate Benefits, financial stewardship is at the heart of supporting our clients, employees, and long-term business success. As the Controller, you will play a critical leadership role in ensuring the financial integrity, operational efficiency, and strategic growth of our organization.

This position goes beyond managing the accounting function. It is about providing strategic financial leadership, delivering meaningful business insights, and partnering with executive leadership to drive informed decision-making across the organization.

Reporting directly to executive leadership, the Controller will oversee all accounting operations, maintain regulatory compliance, strengthen internal controls, and provide the financial guidance necessary to support BSI's continued growth and exceptional client service. This role requires a hands-on leader who can effectively balance strategic planning with day-to-day financial management in a fast-growing, entrepreneurial environment.

What Makes this Job So Unique?

• Oversee Accounting Operations: Manage full-cycle accounting, including general ledger, AP/AR, payroll, cash management, and revenue processes while ensuring regulatory compliance and strengthening internal controls.
• Drive Financial Strategy & Reporting: Lead budgeting, forecasting, and financial statement preparation, while delivering actionable insights and profitability analysis to support executive decision-making.
• Support Strategic Growth: Develop financial models and analyses to guide investments, acquisitions, and operational improvements, acting as a key business partner to the executive team.

Qualified Candidates Should Possess:

• Bachelor's degree in Accounting, Finance, or a related field.
• Seven or more years of progressive accounting and finance experience.
• Three or more years of leadership experience in a Controller, Accounting Manager, or similar financial leadership role.
• Strong knowledge of GAAP, financial reporting, budgeting, forecasting, internal controls, and financial analysis.
• Experience within an insurance brokerage, employee benefits, consulting, professional services, or agency environment is preferred.
• Advanced proficiency with Microsoft Excel and accounting software platforms.
• Demonstrated ability to analyze complex financial information and communicate insights to both financial and non-financial stakeholders.
• Familiarity with commission-based revenue accounting and insurance carrier compensation structures.
• Exceptional organizational, communication, and leadership skills.
• Ability to operate effectively in both strategic and hands-on capacities within a growing organization.
• Experience leading teams, improving processes, and driving operational excellence.
• Ability to work effectively in a multi-office environment.

Award-Winning Culture, Expertise, and Service Excellence

• Inc. Best in Business - (2022)
• The Chamber Business of the Year - (2022)
• Lehigh Valley Community Service Award PICPA & Lifepath - (2020)
• Inc. Best Workplaces - (2021 - Present)
• Lehigh Valley Business Fastest Growing Companies - (2014 - Present)
• Who's Who in Business - (2021 - Present)
• Inc. 5000 Fastest Growing Privately Held Company - (2020 & 2021)
• Lehigh Valley Business Best Benefits Consulting Firm - (2017 - Present)

What We Offer You

BSI engages in an employee-first approach as part of our team-oriented and supportive culture. We offer a variety of benefits and perks, including:

• Comprehensive medical, dental, and vision benefits
• Employer-paid STD, LTD, and life insurance; voluntary supplemental life and AD&D insurance options provided
• Telemedicine and employee wellness program
• 401k plan with a generous company match
• Profit-sharing plan
• Tuition assistance and student loan repayment benefits
• Generous PTO plan and paid holidays (including your birthday!)
• Hybrid work model
• Free coffee/tea at the local coffee shop located near our office
• Healthy snacks in the office
• Summer Flex Fridays
• Fun, team-spirited work environment with company events, cultural activities, and team bonding

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We continually celebrate the diverse community that different individuals cultivate. As an equal opportunity employer, we stay true to that by ensuring our workplace is anyone's workplace.