Controller

Trident; Town of Texas (WI); On-site; USD 140,000 - 180,000; Full time

Job summary

Trident in Austin, TX is seeking a seasoned Controller to own month-end close, multi-entity reporting, and system migration from QuickBooks to Sage Intacct. This hands-on leadership role requires deep GAAP knowledge, strong Excel, and the ability to build scalable close processes while mentoring a small accounting team.

Experience in insurance/TPA or self-funded health plans is highly preferred. CPA and a strong background in financial reporting are desired for success in this role.

Qualifications

• Bachelor's degree in Accounting or Finance; CPA strongly preferred.
• 10+ years of progressive accounting experience, with at least 2+ years in a Controller role managing a full-cycle, multi-entity close.
• Strong command of GAAP, accrual accounting, revenue recognition, and intercompany eliminations; Advanced Excel required.
• Experience migrating or implementing accounting systems; Sage Intacct experience is a plus.
• Industry experience in insurance, TPA, or self-funded health plans is highly preferred.

Responsibilities

• Own the monthly close across three entities and deliver accurate financial statements within the close calendar.
• Build, document, and manage a detailed close process; write SOPs for consistent execution.
• Partner with leadership to clean up historical records and fix misclassified entries.
• Own the Sage Intacct migration: define COA, validate migrated data, and develop new workflows.
• Perform monthly bank reconciliations; reconcile billing and vendor payments to member counts using PEPM formulas.
• Manage reporting for about 60 self-funded employer groups; ensure claims disbursement is recorded and reconciled.
• Lead and mentor the accounting team; oversee AP/AR and provide executive-level variance analysis.

Skills

GAAP

Accrual accounting

Revenue recognition

Intercompany eliminations

Advanced Excel

Team leadership

Financial reporting

Education

Bachelor's degree in Accounting or Finance

CPA preferred

Tools

Sage Intacct

QuickBooks

Job description

Controller

Location: Austin, TX (Full-Time / Exempt) Department: Finance & Accounting Reports To: Chief Operating Officer (COO) & Chief Financial Officer (CFO)

About the Role

Trident is partnering with a high-growth insurance agency and Third-Party Administrator (TPA) in Austin, TX, to find an experienced Controller.

This is a hands-on, high-ownership role suited for a financial leader who brings both technical accounting depth and a builder's mindset. You will take direct ownership of the month-end close, multi-entity financial reporting, complex vendor reconciliations, and an upcoming system migration from QuickBooks to Sage Intacct. If you excel at bringing financial discipline, cleaning up historical data, and building scalable infrastructure from the ground up, this is the opportunity for you.

What You’ll Do

• Accounting Operations & Month-End Close: Own the monthly financial close across three entities. Prepare accurate financial statements (income statement, balance sheet, cash flow) and ensure they are delivered within a defined close calendar.
• Process Building & SOPs: Build, document, and manage a detailed step-by-step close process. Write clear Accounting Standard Operating Procedures (SOPs) to ensure consistent execution.
• Historical Remediation: Partner with executive leadership to clean up historical records. Identify and correct misclassified entries, missing accruals, and unsupported balances while building bulletproof supporting schedules.
• System Migration (Sage Intacct): Serve as the primary accounting owner for the transition from QuickBooks to Sage Intacct. Define the chart of accounts, validate migrated data, and develop new system workflows.
• Complex Reconciliations: Perform monthly bank reconciliations across all accounts. Reconcile billing and vendor payments based on Per Employee Per Month (PEPM) formulas against enrolled member counts.
• TPA & Self-Funded Group Support: Manage financial reporting and reconciliation for approximately 60 self-funded employer groups. Ensure claims disbursement activity is accurately recorded and reconciled to plan trust accounts.
• Leadership: Manage and mentor a growing accounting team, currently including a Staff Accountant and a Bookkeeper/Analyst. Oversee AP/AR functions and provide executive-level financial analysis and variance commentary.

• Education: Bachelor's degree in Accounting or Finance; CPA is strongly preferred.
• Experience: 10+ years of progressive accounting experience, with at least 2+ years in a Controller (or equivalent) role managing a full-cycle, multi-entity close.
• Clean-up & Building Skills: Demonstrated experience correcting and cleaning up historical accounting records, as well as building SOPs from scratch.
• Technical Knowledge: Strong command of GAAP, accrual accounting, revenue recognition, and intercompany eliminations. Advanced Excel skills are a must.
• System Implementation: Proven experience migrating or implementing accounting systems. Prior experience with Sage Intacct is a massive plus.
• Industry Bonus: Experience in insurance, Third-Party Administration (TPA), managed care, or employee benefits (especially self-funded health plans) is highly preferred.