Senior Controller - Insurance & Regulatory Reporting Lead

Beech Valley Solutions; Chicago (IL); On-site; USD 140,000 - 190,000; Full time

Job summary

Beech Valley Solutions in Chicago, IL seeks an experienced Controller to lead accounting, financial reporting, and compliance operations for a mission-driven fraternal benefit organization. This on-site role oversees payroll, investment accounting, and audit readiness in a highly regulated environment, ensuring SAP, GAAP, and IDOI reporting accuracy and timeliness.

The ideal candidate has a CPA and 7–10+ years of progressive accounting experience, with leadership experience and strong systems

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA strongly preferred.
• 7–10+ years of progressive accounting experience, including leadership.
• Strong understanding of SAP and GAAP.
• Experience with insurance organizations or regulated financial entities.
• Familiarity with Illinois Department of Insurance regulations.
• Proven experience managing audits, financial reporting, and internal controls.

Responsibilities

• Oversee all accounting operations, financial reporting, and general ledger activity.
• Prepare and review monthly, quarterly, and annual financial statements and reconciliations.
• Ensure compliance with SAP, GAAP, and IDOI reporting requirements.
• Manage audits, internal controls, and financial documentation to support compliance and audit readiness.
• Oversee payroll processing, payroll reconciliations, and related reporting activities.
• Monitor cash positions, bank activity, investment transactions, and annuity-related accounting.
• Prepare journal entries, trial balances, account reconciliations, and supporting financial schedules.
• Coordinate budgeting, forecasting, and investment accounting processes across multiple financial institutions.
• Review and maintain financial records, invoices, tax-related reporting, and supporting documentation.
• Support claims, annuity, pension, and tax-related financial reporting processes.
• Lead and mentor accounting staff while partnering with internal teams and external vendors.

Skills

Leadership

Regulatory reporting

GAAP

SAP

Audit management

Insurance industry

Illinois regulations

Budgeting & forecasting

CPA

Education

Bachelor's degree in Accounting/Finance

CPA certification

Tools

Sage

Sovos

Job description

Beech Valley Solutions in Chicago, IL seeks an experienced Controller to lead accounting, financial reporting, and compliance operations for a mission-driven fraternal benefit organization. This on-site role oversees payroll, investment accounting, and audit readiness in a highly regulated environment, ensuring SAP, GAAP, and IDOI reporting accuracy and timeliness.

The ideal candidate has a CPA and 7–10+ years of progressive accounting experience, with leadership experience and strong systems