Accounting Manager – Controller
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Job Description
Accounting Manager responsible for managing accounting operations at a Dallas-based insurance brokerage. Focus on process improvement and financial reporting while working remotely.
Responsibilities:
- Own day-to-day accounting operations and maintain a clear, accurate view of cash, receivables, payables, commissions, and other financial activity
- Perform regular reconciliations and improve visibility across the company's accounting workflows
- Review, organize, and manage financial transactions across accounting and agency management systems
- Support month-end close, reporting, and financial review processes
- Maintain accurate books in accordance with US GAAP principles
- Identify issues, discrepancies, gaps, or inefficiencies in existing accounting workflows and fix them
- Help transition appropriate work away from outside firms and non-accounting team members into a centralized internal function
- Prepare financial reports and run numbers for leadership as needed
- Provide timely, accurate reporting to support business decision-making
- Help leadership understand financial trends, variances, and key business drivers
- Assist with basic budgeting, margin tracking, and performance visibility
- Respond to ad hoc and last-minute reporting requests with professionalism and accuracy
- Learn the company's accounting workflows and internal systems including Applied Epic if needed
- Document, organize, and standardize accounting processes
- Create better controls, checks, and visibility around money movement
- Remove accounting tasks from non-accounting team members so they can focus on their core roles
- Support certain payroll-related functions and coordination
- Work with the company's HR professional and help ensure HR administration runs smoothly
- Help track onboarding, offboarding, payroll coordination, and related administrative workflows
- Coordinate with banking partners, outside accounting firms, and internal stakeholders
- Maintain clean books and reliable reporting to support company banking relationships
- Handle sensitive financial and client-related information securely and professionally
Requirements:
- 5+ years of accounting, controllership, senior bookkeeping, or accounting management experience
- Insurance brokerage, insurance agency, or insurance accounting experience strongly preferred
- Strong understanding of US GAAP and experience supporting US-based businesses
- Strong reconciliation experience with the ability to own accounting workflows from start to finish
- Comfortable learning accounting systems, agency management systems, or other industry-specific platforms
- Strong Excel and Google Sheets skills
- Clear written and verbal English communication skills
- Ability to work US Central Time business hours
- High attention to detail, strong follow-through, and the ability to work independently
- Trustworthy and reliable with sensitive financial information
- Nice to Have: CPA or equivalent accounting credential
- Applied Epic experience
- Experience with insurance commissions, carrier payables and receivables, agency billing, or trust account reconciliation
- Prior Controller or Accounting Manager experience in a small or mid-sized company
- Experience coordinating with outside accounting firms or bookkeeping partners
- Experience with basic forecasting, budgeting, and management reporting
- Experience supporting payroll and HR administration
- Experience working remotely for a US-based company
Benefits:
- Paid Time Off in accordance with company policy
- Observance of Holidays per company guidelines
- 100% remote setup so you can work wherever you're most productive
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