Shepherd Insurance · 17 hours ago
Financial Controller, Part-Time
Carmel, IN
Part-time
Onsite
Senior Level, Lead/Staff
10+ years expShepherd Insurance is a privately-owned insurance agency that has been delivering risk management solutions since 1977. They are seeking a part-time Financial Controller to oversee all financial aspects of the agency, ensuring accurate reporting and supporting strategic growth initiatives.
Financial ServicesInsurance
Responsibilities
Prepare and review monthly, quarterly, and annual financial statements
Own and manage the General Ledger working with the team to ensure accuracy
Lead and engage with the team to ensure revenue and related entries are posted by EOD BD 2
Support existing write-off processes and improvement, when warranted
Research variances to ensure proper entries are made to ensure accuracy
Serve as a back-up for acquisition onboarding
Ensure all acquisition entries are posted accurately and timely
Provide detailed financial analysis to support agency performance including, but not limited to, a monthly fluctuation analysis
Review and distribute the Director Financial Packet by EOD BD 6
Communicate and collaborate with Leadership team as requested
Review and distribute branch financials to Leadership
Research and work across departments to optimize our expenses/investments
Prepare monthly trend analysis for Leadership by EOD BD 6
Complete ad hoc projects
Coordinate with auditors during examinations and audits
Oversee direct and agency bill process/management
Implement and maintain strong internal controls to safeguard agency assets
Identify financial risks and recommend mitigation strategies
Develop, inspire and supervise operations accounting team and foster a culture of accuracy and accountability
Provide guidance and leadership to team members to ensure objectives are being met
Perform other related duties as assigned
Qualification
Required
Exceptional leadership development experience
Strong people management skills to cultivate and grow the team
Ability to manage multiple priorities in a fast-paced environment
Familiar with a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), and the agency management system (AMS 360)
Ability to travel to acquired organizations and offices as needed
Education requirement: Bachelor's degree in accounting, Finance or related degree
10+ years of progressive accounting/finance experience, in insurance, financial services or related field
Accounting experience
Preferred
Exceptional leadership development experience
Strong people management skills to cultivate and grow the team
Ability to manage multiple priorities in a fast-paced environment
Familiar with a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), and the agency management system (AMS 360)
Ability to travel to acquired organizations and offices as needed
Education requirement: Bachelor's degree in accounting, Finance or related degree
10+ years of progressive accounting/finance experience, in insurance, financial services or related field
Accounting experience
Company
Shepherd Insurance
A privately-owned independent insurance agency.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Kweder
President
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