Certified Management Accountant

CoVerica•Dallas, TX

15h•$80,000 - $83,000•Hybrid

About The Position

CoVerica is a premier, employee-owned independent insurance agency with over 40 years of history, and we're actively expanding across the Dallas-Fort Worth market. This role is designed as the next-in-line position for Controller, with a clear development path rather than an open-ended promise. The role involves overseeing accounting and financial reporting, agency operations accounting, budgeting, forecasting & analysis, audit, tax & compliance, and team leadership & process improvement. The company offers a hybrid schedule depending on proximity to the office.

Requirements

Bachelor's degree in Accounting or Finance required
5-8 years of progressive accounting experience, including at least 2 years in a senior or supervisory role.
Strong working knowledge of GAAP, month-end close, and financial statement preparation.
Proficiency with accounting software and Excel
Leadership presence and a genuine interest in becoming Controller.
Excellent communication skills, sound judgment, and attention to detail.

Nice To Haves

CPA or active pursuit of CPA strongly preferred.
Insurance agency or brokerage accounting experience strongly preferred, including agency-bill and premium trust accounting.
Experience with AMS360 or a comparable agency management system is a plus.

Responsibilities

Oversee the month-end and year-end close, including journal entries, accruals, and balance sheet reconciliations.
Prepare and review monthly, quarterly, and annual financial statements and present results to leadership.
Maintain the general ledger and ensure compliance with GAAP and internal controls.
Manage commissions, carrier payables and receivables, premium trust and fiduciary accounts, and agency-bill and direct-bill reconciliations.
Oversee carrier remittances and collections, and resolve discrepancies between the agency management system and the general ledger.
Track producer commission and bonus calculations in partnership with sales leadership.
Lead the annual budget and rolling forecasts, and analyze revenue, retention, and profitability by line of business and producer.
Provide clear financial insight that supports growth, hiring, and acquisition decisions.
Coordinate with outside CPAs on audits, tax filings, and employee-owned (ESOP) reporting requirements as applicable.
Maintain fiduciary account compliance and support insurance regulatory and carrier audits.
Supervise and develop accounting staff, including accounts payable, accounts receivable, and payroll support.
Document and improve finance processes and make better use of AMS360 and accounting software.

Benefits

401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Wellness resources
Medical, dental, vision, life, and long-term disability insurance added at no cost to you, plus 401(k).
Paid time off, gym/fitness facility access, college loan repayment and tuition reimbursement programs, and team-building activities.
Opportunity for investment in company stock as part of our employee-owned model.