Oliver James · 19 hours ago
Agency Controller
Quincy, MA
Full-time
Onsite
Senior Level
5+ years expOliver James is seeking an Agency Controller to oversee all financial operations of the organization, ensuring accuracy and adherence to accounting standards. This role is responsible for accounting operations, financial reporting, budgeting, and internal controls, supporting the agency’s strategic objectives.
Staffing & Recruiting
Responsibilities
Prepare timely and accurate financial statements in compliance with US GAAP and applicable accounting standards
Deliver financial analyses, reporting packages, and insights to support leadership decision-making
Lead the month-end close process and manage all day-to-day agency accounting functions, including:
Accounts Receivable: Direct bill commission downloads, agency bill payments, other income, and deposits
Accounts Payable: Payments to carriers, brokers, vendors, expense processing, and producer/broker commissions
Reconciliations: Direct bill, premiums payable, producer accounts, parent company accounts, and bank reconciliations
General Accounting: Payroll oversight, journal entries, and adjustments with the parent company
Lead the annual budgeting process in partnership with department leaders
Monitor performance, analyze variances, and provide forecasting updates
Develop and maintain strong internal control procedures to safeguard assets and ensure financial data integrity
Evaluate processes regularly to identify opportunities for efficiency and improvement
Ensure compliance with regulatory and reporting requirements
Partner with the parent company and external auditors during annual audits; address audit findings and implement recommendations
Oversee cash flow, liquidity monitoring, and working capital optimization
Develop and implement effective cash management policies and practices
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related discipline
5-10 years of experience in an insurance accounting or finance role
Proficiency with Applied Systems EPIC
Proven success in a fast-paced, high-growth, metrics-driven environment
Strong understanding of accounting principles related to property & casualty insurance
Ability to anticipate needs, mitigate risks, and maintain sound financial controls
High personal accountability and a strong commitment to ethical conduct
Positive attitude with a growth-oriented approach
Adaptable, agile, and comfortable navigating change with an entrepreneurial mindset
Strong problem-solving and analytical capabilities, with the ability to work across large data sets and multiple systems to perform complex reconciliations
Excellent verbal and written communication skills
Company
Oliver James
At Oliver James, we deliver flexible hiring solutions tailored to your business needs across financial services, professional services, commerce & industry.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Alexia Bunker
VP - Client Partnerships
Dominic Reilly
Principal Business Partner
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