Controller: Own Financial Ops & Growth with Equity

Lakeside HR Group; Minneapolis (MN); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Company Stock

Job summary

Lakeside HR Group has been engaged to recruit a Controller for a boutique insurance brokerage in Minnesota. This hands-on role owns all accounting and financial operations, delivering clear financial health insights to leadership.

You will oversee reporting, billing, forecasts, and cash flow while helping build scalable processes for company growth. Collaboration with senior leaders and outside partners is essential.

Qualifications

• 3–5+ years of progressive accounting or financial management experience.
• Strong understanding of accounting principles, reporting, budgeting, forecasting, and financial analysis.
• Ability to independently manage multiple areas of a company’s financial operations.
• Highly organized and detail-oriented, with a strong commitment to accuracy.
• Excellent communication with ownership and senior leadership.

Responsibilities

• Own and manage the company’s day-to-day accounting and financial operations.
• Prepare monthly, quarterly, and annual financial statements and management reporting.
• Manage client billing, carrier and agency billing, accounts receivable, accounts payable, and cash flow tracking.
• Track and reconcile commission and fee revenue.
• Develop and maintain accurate revenue forecasts, budgets, and financial projections.
• Provide leadership with dashboards and reporting on revenue, expenses, profitability, cash flow, and overall financial performance.
• Manage monthly and year-end close processes, maintain the general ledger, and ensure accurate account reconciliations.
• Identify financial trends, discrepancies, opportunities, and areas requiring leadership attention.
• Assist leadership with producer revenue tracking, book-of-business reporting, and financial planning.
• Coordinate with outside accounting, tax, banking, payroll, and financial partners as needed.
• Maintain strong internal financial controls and accounting procedures.
• Improve financial processes and systems and help create scalable financial infrastructure to support continued growth.

Skills

GAAP knowledge

Financial forecasting

Leadership

Financial analysis

Billing & revenue management

Cross-functional collaboration

Attention to detail

Job description

Lakeside HR Group has been engaged to recruit a Controller for a boutique insurance brokerage in Minnesota. This hands-on role owns all accounting and financial operations, delivering clear financial health insights to leadership.

You will oversee reporting, billing, forecasts, and cash flow while helping build scalable processes for company growth. Collaboration with senior leaders and outside partners is essential.