A growing, privately held professional services organization is seeking an experienced, hands-on Controller / Director of Finance to manage financial operations, reporting, budgeting, forecasting, and revenue management across the business.

The organization operates across multiple business lines, including employee benefits, retirement and wealth management, payroll, and human resources. This role will help bring those areas together financially, giving the CFO, COO, and leadership team a clear and accurate view of revenue, expenses, profitability, cash flow, sales performance, and future growth.

This is an ideal opportunity for someone who enjoys both the details and the bigger picture. The right candidate will be comfortable reconciling accounts and commissions, managing billing and receivables, developing budgets and forecasts, analyzing profitability, and turning financial data into practical business insights. This position will report to and work closely with the CFO and COO.

Key Responsibilities

Financial Management & Reporting

• Manage day-to-day financial operations and accounting processes.
• Prepare monthly, quarterly, and annual financial reporting.
• Develop profit and loss reporting by business segment, including Benefits, Retirement and Wealth Management, Payroll, and HR.
• Develop client-level and business-line profitability reporting.
• Reconcile operating and other company bank accounts and maintain appropriate financial controls.
• Manage accounts payable, cash flow, and company financial obligations.

Billing & Accounts Receivable

• Oversee client billing across all service lines.
• Ensure recurring billing and subscriptions are established and maintained accurately.
• Monitor accounts receivable and follow up on outstanding client balances.
• Reconcile contracted client services against actual billing to identify missed or incorrect revenue.

Commissions & Revenue Reconciliation

• Manage commission reconciliation across insurance brokerage, broker-dealer, and investment advisory operations.
• Track expected commissions against amounts received and research discrepancies.
• Coordinate commission allocations and representative/producer payouts as applicable.
• Develop reporting by client, producer, carrier, product, and business line.

Sales Tracking & Forecasting

• Partner with leadership and sales teams to ensure new sales are properly recorded and tracked.
• Reconcile closed sales against revenue and commissions received.
• Maintain sales pipeline and revenue forecasting.
• Develop reporting that connects the full revenue cycle from pipeline and closed sale through billing, cash received, and profitability.

Budgeting & Financial Planning

• Support the senior leadership team in the annual budgeting process.
• Develop budgets and forecasts by business segment.
• Maintain rolling revenue, expense, and cash flow forecasts.
• Analyze actual results against budget and identify trends, risks, and opportunities.
• Assist leadership with financial modeling for staffing, pricing, new services, technology investments, and other strategic initiatives.

Payroll Financial Operations

• Reconcile payroll-related bank accounts, including payroll tax funding and tax disbursements.
• Reconcile client tax liabilities and other payroll-related pass-through funds.
• Maintain appropriate controls and separation between client payroll funds and company operating funds.
• Work with Payroll Operations to research and resolve financial discrepancies.

What We're Looking For

• Bachelor's degree in Accounting, Finance, Business, or related field.
• 7+ years of progressive accounting or financial management experience.
• Controller, Assistant Controller, Director of Finance, Finance Manager, or similar experience preferred.
• Strong accounting, reconciliation, budgeting, forecasting, and financial analysis skills.
• Advanced Excel skills and experience working with multiple financial data sources.
• Experience with QuickBooks or similar accounting platforms.
• Ability to build meaningful management reporting and translate financial information into clear business recommendations.
• Experience with insurance, financial services, payroll, professional services, commission-based businesses, or recurring revenue models is a strong plus.