| Location | Waco, TX |
The Controller / Accountant will manage day-to-day accounting, financial reporting, premium trust accounting, carrier commission reconciliation, payroll, and key financial reporting functions. This role works closely with agency leadership to provide accurate financial information, track performance indicators, and support informed business decision
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Mon-Fri Schedule
Retirement Plan
Responsibilities
Ensure the accurate and timely reconciliation of direct bill and agency bill commissions, including preparation of management reports that track new business activity.
Manage the full cycle of general ledger accounting, including cash control, journal entries, account reconciliations, and month-end close activities.
Calculate, review, and reconcile monthly producer commission statements.
Manage daily deposits, bookkeeping, biweekly payroll processing, and expense reconciliation.
Handle day-to-day accounting for the in-house brokerage firm in accordance with applicable FINRA guidelines, including completion of required regulatory filings.
Collaborate with the Agency Principal to develop annual budgets and cash flow projections, and provide reporting on actual results compared with budget.
Prepare and submit annual industry reports and required filings.
Manage non-resident licenses and related compliance filings.
Oversee accounting operations within AMS360, the agency management system.
35 years of accounting or controller experience; experience in an insurance brokerage or independent agency environment is strongly preferred.
Bachelors degree in Accounting, Finance, or a related field.
Proven experience managing full-cycle general ledger accounting, including journal entries, account reconciliations, month-end close, and financial reporting.
Advanced Excel skills are essential.
Strong analytical skills, attention to detail, and organizational abilities.
Solid understanding of debits and credits, payroll, cash management, forecasting, budgeting, and technical accounting concepts.
Ability to work independently and collaboratively in a fast-paced environment while managing multiple priorities effectively.
Independent thinker with strong problem-solving skills.
Must be available to work full-time, Monday through Friday, at our Waco office, collaborating daily with the on-site team.