Hybrid Financial Controller – Insurance Claims & Compliance

IASA; Tampa (FL); Hybrid; USD 120,000 - 170,000; Full time

Job summary

Allied American USA is seeking a Financial Controller to lead accounting operations, financial reporting, internal controls, and compliance for our nationwide claims adjusting and insurance services platform. The role collaborates with senior leadership to provide strategic financial guidance and ensure integrity across multiple business lines, including catastrophe response and TPA programs.

The position reports to the President, with heavy interaction across HR, compliance, and division

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• Minimum of 57 years of progressive accounting experience.
• Demonstrated experience managing accounting operations, financial reporting, and internal controls.
• Strong knowledge of accounting principles and financial compliance requirements.
• Proficiency with accounting systems and financial reporting tools.
• Excellent analytical, organizational, and communication skills.

Responsibilities

• Oversee all accounting functions including general ledger, accounts payable, accounts receivable, payroll & payroll reconciliation, and month end and year end close.
• Prepare accurate and timely financial statements, management reports, and operational analyses.
• Maintain compliance with and ensure financial reporting meets internal and external requirements.
• Manage revenue recognition processes for multiple business lines including catastrophe deployments, daily claims, TPA programs, and Transportation Services commission structures.
• Maintain strict oversight of client owned Claims Trust Accounts used for claims payouts, ensuring zero co-mingling of corporate funds.
• Partner with operational teams to uphold SOC 1 Type 2 and SOC 2 Type 2 financial and security compliance controls.
• Lead financial reporting requirements for carriers, including internal analysis, risk reviews, and transaction logging including Bordereaux and Lloyds of London financial reporting systems.
• Develop, implement, and monitor internal control systems to safeguard company assets and ensure financial accuracy.
• Coordinate with external auditors, tax preparers, and regulatory agencies as needed.
• Ensure compliance with federal, state, and industry specific financial regulations applicable to insurance adjusting and TPA operations.
• Lead annual budgeting and forecasting processes in collaboration with executive leadership.
• Provide financial modeling, cost analysis, and scenario planning to support strategic decision making.
• Monitor financial performance, identify trends, and recommend corrective actions or operational improvements.
• Oversee cash flow, banking relationships, and treasury functions.
• Ensure timely and accurate processing of client billing, adjuster payments, commission settlements, and vendor payments.
• Maintain financial systems that support high volume, multistate operations.
• Collaborate with IT leadership to budget and fund proprietary software suites such as the Claims Information Management System (CIMS).
• Evaluate ROI on technology investments related to automation, estimating software integrations, and remote desk adjusting efficiency.
• Oversight of technology partnerships such as MSP, AI, and other vendors.
• Lead and mentor the accounting team, establishing clear expectations and performance standards.
• Collaborate with operational leaders to support business unit profitability and financial transparency.
• Provide financial guidance to executive leadership and participate in strategic planning initiatives.
• Cultivate strong relationships with carriers, MGAs/MGUs, clients, and strategic partners.
• Support client on-boarding and integration, ensuring financial readiness and alignment with client expectations.
• Represent the financial function in executive level discussions and strategic initiatives.

Skills

Accounting principles

Financial reporting

Internal controls

Communication skills

Analytical skills

Education

Bachelor's degree in Accounting, Finance, or related field

CPA (preferred)

Tools

Accounting systems

Job description

Allied American USA is seeking a Financial Controller to lead accounting operations, financial reporting, internal controls, and compliance for our nationwide claims adjusting and insurance services platform. The role collaborates with senior leadership to provide strategic financial guidance and ensure integrity across multiple business lines, including catastrophe response and TPA programs.

The position reports to the President, with heavy interaction across HR, compliance, and division