Controller
About The Position
TheGuarantors is seeking a technical, hands-on Controller to serve as the CFO’s primary partner for accounting, reporting, and finance operations. Reporting directly to the CFO and working closely with the CEO, the Controller will own the accounting function end to end, including close, reporting, audit, technical accounting, and investor reporting. The role is expected to rebuild finance processes using AI and modern tools to improve close, reconciliation, and reporting operations while enabling the team to scale efficiently. This hybrid position is based in the company’s New York City office, with an expectation of working in the office 3–4 days per week. It is suited to a licensed CPA with strong technical accounting skills, insurance industry experience, sound judgment, and a builder’s mindset.
Requirements
- Active CPA license.
- Bachelor’s degree in Accounting or Finance.
- At least 8 years of relevant experience, including experience at a public accounting firm.
- Insurance industry experience at a carrier, MGA, or brokerage, including familiarity with premium accounting and carrier reconciliations.
- Deep command of U.S. GAAP and ability to research, document, and defend accounting positions.
- Demonstrated proficiency using AI tools in finance work, with examples of processes rebuilt or automated and their results.
- Track record of building or scaling internal controls and audit readiness.
- Excellent communication skills and ability to partner with the CFO, CEO, board, and auditors.
- Self-starter with a builder’s mindset who thrives in a fast-paced environment.
Nice To Haves
- Master’s degree.
- Big 4 or national public accounting firm experience.
- Private equity–backed company experience, including investor reporting, lender covenants, and transaction support.
- Experience with NetSuite.
- Comfort evaluating and implementing new finance systems.
Responsibilities
- Serve as the CFO’s primary partner on accounting, reporting, and finance operations, and lead priorities as needed.
- Own the monthly, quarterly, and year-end close, including review of journal entries, reconciliations, and variance analysis.
- Lead technical accounting for complex and non-routine transactions.
- Redesign finance processes using AI and automation; evaluate, implement, and scale tools that shorten the close, reduce manual work, and strengthen controls.
- Oversee premium accounting, including monthly premium remittances, reconciliations with insurance carrier partners, and fiduciary/trust account management.
- Design and maintain a scalable internal control environment appropriate for a growing, investor-backed company.
- Lead the annual audit and serve as the primary contact for external auditors.
- Prepare financial statements, board materials, and investor and lender reporting, including covenant compliance.
- Oversee regulatory filings and tax compliance in partnership with outside advisors.
- Collaborate with FP&A, Legal, Operations, and Product to support accurate reporting and turn financial data into actionable insight.
- Build, mentor, and develop the accounting team, including the Assistant Controller.
Benefits
- Medical, dental, and vision insurance beginning day one.
- Health savings account with employer contribution.
- Flexible spending accounts for healthcare, dependent care, and commuting.
- 401(k).
- Generous PTO and paid holidays.
- In-office lunch perk.
- Flexible working hours.
- Paid parental leave.
- Company-sponsored short- and long-term disability insurance.
- Opportunities to make an impact within a fast-growing company.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
