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Description

The interim Controller will lead the accounting operations of a growing insurance wholesaler with an active acquisition strategy. This role oversees all aspects of general and transactional accounting, brokerage-specific financial operations, and acquisition support. The ideal candidate will bring strong technical accounting expertise, exceptional systems knowledge, and outstanding communication skills to serve internal sales teams, & external brokers. This is a 6-month contract position working onsite in Dallas, Texas.

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Key Responsibilities

General Accounting

• Oversee the monthly, quarterly, and annual close processes ensuring accuracy, timeliness, and compliance with GAAP and internal policies.

• Maintain the general ledger and ensure appropriate reconciliations of all balance sheet accounts.

• Ensure proper recording of intercompany transactions across business units.

• Develop and implement accounting policies and procedures to support a growing and acquisitive organization.

Transactional Accounting

• Supervise customer billing, ensuring accuracy and timely invoicing to retail brokers and agency partners.

• Oversee insurance operations accounts payable processes

• Establish strong internal controls to ensure the integrity of all transactional processes.

Brokerage Accounting & Commissions

• Oversee brokerage accounting functions, including tracking of premiums, fees, and commissions.

• Manage the calculation, recording, and payment of producer commissions with accuracy and transparency.

• Work closely with the sales and operations teams to resolve brokerage accounting issues and inquiries from internal and external stakeholders.

Financial Reporting & Analysis

• Prepare and review monthly financial statements and management reports for executive leadership.

• Aid financial planning and analysis in developing dashboards and KPIs to monitor operational and financial performance.

• Provide variance analysis and actionable insights to support strategic decision-making.

Staff Supervision & Leadership

Systems Support

• Assist in onboarding and integrating accounting systems, processes, and staff from acquired entities.

• Lead or support systems integration and data conversion efforts related to acquisitions and system upgrades.

Requirements

Bachelor’s degree in Accounting, Finance, or related field (CPA preferred).

• Strong systems acumen, with experience in mid-sized to large ERP or accounting systems (AIM/Vertefore preferred).

• Proven experience in systems integrations and conversions.

• Exceptional proficiency in Microsoft Excel (advanced functions, pivot tables, data analysis) and familiarity with data visualization tools a plus.

• Experience in the insurance industry (wholesale, brokerage, or carrier) strongly preferred.

• Strong knowledge of GAAP and familiarity with insurance operations accounting practices.

• Leadership, organizational, and communication skills with a proven ability to build relationships across functions and with external partners.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available including medical, vision, dental, life and disability insurance. Employees hired for our FTEP Program are also eligible to enroll in our company’s 401(k) or deferred compensation plan (if eligible). FTEP employees also earn paid time off for vacation, personal needs, and sick time and paid holidays. The amount of Choice Time Off (CTO) received varies based on years of service and is pro-rated based on the hours worked per week. A new FTEP employee earns up to 13 days of CTO and up to 10 paid holidays per calendar year. Learn more at roberthalfbenefits.com/Resources.

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