Controller

Lakeside HR Group has been engaged by our client to recruit for a Controller to join their growing team. Our client is a boutique insurance brokerage that values collaboration, relationships, accessibility, and company culture. This is a highly visible, hands‑on role with ownership of the company’s accounting and financial operations. The Controller will be responsible for accurate financial reporting, billing and revenue management, forecasting, and providing leadership with a clear picture of the financial health of the business. This is a great opportunity to work directly with leadership and help build scalable financial processes as the organization continues to grow. Key Responsibilities: Own and manage the company’s day‑to‑day accounting and financial operations. Prepare monthly, quarterly, and annual financial statements and management reporting. Manage client billing, carrier and agency billing, accounts receivable, accounts payable, and cash flow tracking. Track and reconcile commission and fee revenue. Develop and maintain accurate revenue forecasts, budgets, and financial projections. Provide leadership with dashboards and reporting on revenue, expenses, profitability, cash flow, and overall financial performance. Manage monthly and year-end close processes, maintain the general ledger, and ensure accurate account reconciliations. Identify financial trends, discrepancies, opportunities, and areas requiring leadership attention. Assist leadership with producer revenue tracking, book‑of‑business reporting, and financial planning. Coordinate with outside accounting, tax, banking, payroll, and financial partners as needed. Maintain strong internal financial controls and accounting procedures. Improve financial processes and systems and help create scalable financial infrastructure to support continued growth. Required Skills: 3-5+ years of progressive accounting or financial management experience. Strong understanding of accounting principles, financial reporting, budgeting, forecasting, and financial analysis. Demonstrated ability to independently manage multiple areas of a company’s financial operations. Highly organized and detail-oriented, with a strong commitment to accuracy. Strong analytical and problem-solving skills, including the ability to investigate inconsistencies and question the numbers. Comfortable working directly with ownership and senior leadership and translating financial information into clear, useful business insights. Proactive, accountable, dependable, and comfortable taking ownership of the financial function. Able to operate effectively in a growing, entrepreneurial organization where responsibilities may evolve. Collaborative and comfortable working closely with a highly engaged leadership team. Medical insurance Vision insurance 401(k) Company Stock About Lakeside HR Group: At Lakeside HR Group, we understand that finding the right job is essential for your career success. We are a boutique‑style human resources consulting and recruiting firm dedicated to providing personalized, tailored solutions. When you partner with us, you are not just getting a recruiter; you are getting the entire Lakeside team working together to support your career goals. Partner with us at Lakeside HR Group, where we are more than just a recruiting firm; we are your partners in achieving your career aspirations. #J-18808-Ljbffr