Director of Finance and Controller

Responsibilities: Manage daily accounting operations for the organization, including general ledger activities, accounts payable and receivable, journal entries, cash receipts, and reconciliations. Oversee accurate accounting for cash, investments, premiums, expenses, commissions, and payroll-related activities. Monitor cash balances and maintain audit-ready financial records. Develop, implement, and oversee accounting policies, procedures, and internal controls. Prepare monthly and annual financial statements, including reconciliations, schedules, and supporting documents. Partner with finance teams on month-end and year-end closing processes to ensure timely and accurate reporting. Conduct financial analysis to compare performance against budgets, forecasts, and prior periods, identifying trends, risks, and opportunities. Support the development of budgets, forecasts, financial models, and business case analyses. Create financial dashboards, KPIs, and management reports for leadership and board review. Prepare and present concise financial reports and presentations for executive leadership and the Boards of Directors. Collaborate with external auditors and tax professionals, providing schedule and documentation support for audits and tax filings. Assist with insurance regulatory reporting and examinations as needed. Manage banking relationships, monitor cash positions, and support treasury and investments activities. Serve as the internal finance owner for QuickBooks, Bill.com, and related financial technology systems. Lead process improvements, automation, and system upgrades to increase efficiency and scalability. Support infrastructure growth initiatives, especially related to new insurance products and organizational expansion.