Senior Controller: Multi‑Entity Close & Sage Intacct Lead

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

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.