Controller / Director of Finance

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Oversee daily financial operations and accounting activities.

• Generate monthly, quarterly, and annual financial reports.

• Create profit and loss statements segmented by business unit.

• Establish profitability reports at both the client and business-line levels.

• Reconcile corporate bank accounts and uphold financial controls.

• Manage accounts payable, cash flow, and financial liabilities.

• Supervise client billing for all service lines.

• Maintain recurring billing and subscription services.

• Oversee accounts receivable and pursue outstanding payments.

• Reconcile contracted services with invoicing to detect missed or inaccurate revenue.

• Handle commission reconciliation across insurance brokerage, broker-dealer, and investment advisory functions.

• Track anticipated commissions, investigate discrepancies, and facilitate commission distribution.

• Generate reports categorized by client, producer, carrier, product, and business line.

• Collaborate with leadership and sales teams to monitor new sales activities.

• Reconcile finalized sales with revenue and commissions received.

• Maintain the sales pipeline and forecast revenue.

• Integrate pipeline metrics, closed sales, billing, cash inflow, and profitability analysis.

• Assist in annual budgeting and create segment-specific budgets and forecasts.

• Keep rolling forecasts for revenue, expenses, and cash flow.

• Analyze actual performance against budget and identify trends, risks, and opportunities.

• Provide support for financial modeling related to staffing, pricing, new services, technology investments, and strategic initiatives.

• Reconcile payroll-related bank accounts, tax funding, tax disbursements, client tax obligations, and pass-through funds.

• Ensure the separation of client payroll funds from company operating funds.

• Collaborate with Payroll Operations to address financial discrepancies.

• Report directly to and work closely with the CFO and COO.

⛳️ Requirements

• Bachelor's degree in Accounting, Finance, Business, or a related discipline.

• Over 7 years of progressive experience in accounting or financial management.

• Experience as a Controller, Assistant Controller, Director of Finance, Finance Manager, or similar roles is preferred.

• Proficient in accounting, reconciliation, budgeting, forecasting, and financial analysis.

• Advanced skills in Excel and experience with various financial data sources.

• Familiarity with QuickBooks or similar accounting software.

• Ability to create impactful management reports and convert financial data into clear business insights.

• Experience in insurance, financial services, payroll, professional services, commission-based businesses, or recurring revenue models is a significant advantage.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company match.

• Opportunities for professional development and career advancement.

• Flexible work arrangements to support work-life balance.