Controller

Prepare financial analysis and reporting for the Chief Accounting Officer, Chief Financial Officer, executive leadership, and other stakeholders, including results, risks, trends, and key business drivers. Provides strategic and operational leadership for the full accounting close cycle, GAAP and statutory accounting, insurance financial reporting, NAIC and association reporting, regulatory filings, internal controls, audit support, cost accounting, and finance transformation.

Director of Financial Reporting and Accounting


Job Summary

Provides strategic and operational leadership for the full accounting close cycle, GAAP and statutory accounting, insurance financial reporting, NAIC and association reporting, regulatory filings, internal controls, audit support, cost accounting, and finance transformation. Leads and develops a high-performing team while establishing priorities, accountability, and succession planning. Partners across Finance, Technology, Data, Compliance, and other functions to deliver accurate, timely, and decision-useful financial results.

Supports continuous improvement, standardization, automation, and the responsible use of artificial intelligence to improve data quality, strengthen controls, reduce manual effort, and accelerate reporting while maintaining human review, data governance, privacy, and regulatory compliance.

Responsibilities

• Provide strategic oversight of monthly, quarterly, and annual accounting close and external reporting activities, including timelines, ownership, review standards, and escalation processes.
• Lead GAAP and statutory close activities and oversee NAIC quarterly and annual financial statements, exhibits, schedules, notes, state-specific filings, and association reporting.
• Apply statutory accounting principles, NAIC reporting instructions, and federal and state insurance regulatory requirements.
• Evaluate changes to GAAP, statutory accounting principles, NAIC guidance, and regulations, including business impact and implementation needs.
• Oversee cost accounting, including allocation methodologies, expense analysis, reconciliations, variance analysis, and management reporting.
• Monitor compliance, conduct regulatory assessments, maintain internal controls, and remediate identified issues.
• Provide guidance to Finance staff regarding accounting, regulatory, policy, and compliance matters.
• Maintain process documentation and controls that reflect regulatory, business, and operational changes.
• Prepare financial analysis and reporting for the Chief Accounting Officer, Chief Financial Officer, executive leadership, and other stakeholders, including results, risks, trends, and key business drivers.
• Coordinate with internal and external auditors, including documentation, audit support, issue resolution, and audit readiness.
• Develop and maintain internal controls that support accurate and reliable financial reporting and mitigate financial risk.
• Assess accounting and reporting risks and evaluate mitigation strategies.
• Collaborate with Finance, Technology, Data, Compliance, and other stakeholders to improve data quality, system integration, reporting timeliness, and process adoption.
• Lead process improvement, automation, and finance transformation initiatives using process mapping, root-cause analysis, performance measures, and stakeholder feedback.
• Evaluate and responsibly deploy AI-enabled solutions for data validation, variance analysis, research, workflow monitoring, and management reporting.
• Lead, coach, and develop a team with varied experience and technical expertise while fostering an inclusive culture of trust, collaboration, and high performance.
• Set clear goals, roles, performance expectations, and development plans;provide timely feedback and hold team members accountable for quality and deadlines.
• Build team capability through cross-training, knowledge sharing, career development, and succession planning.
• Balance workloads, prioritize resources, and maintain team resilience during close, filing, audit, and transformation cycles.
• Champion change and equip employees to adopt new processes, automation, and AI-enabled tools effectively.
• Lead projects and collaborate effectively with other departments and levels of management.

Requirements

• At least 7 years of experience in GAAP, statutory, and NAIC regulatory financial reporting, accounting, and finance transformation, with a focus on financial reporting guidelines and standards.
• Bachelor s degree in accounting or a related field.
• Preferred: At least 10 years of relevant experience in GAAP, statutory, and NAIC regulatory financial reporting, accounting, and finance transformation.
• Preferred: Master s degree in business administration, finance, or a related field, or equivalent experience.
• Preferred: Certified Public Accountant license.
• Experience leading the preparation and review of NAIC quarterly and annual statements, exhibits, schedules, notes, and related state insurance department filings.
• Experience with cost accounting, including allocation methodologies, expense classification, reconciliations, variance analysis, and cost-driver reporting.
• Experience leading cross-functional process improvement, standardization, automation, change management, and measurable operational transformation.
• Experience with internal controls and risk management, including familiarity with SOX, COSO, or comparable frameworks.
• Ability to manage multiple concurrent priorities, work through ambiguity, meet critical deadlines, and sustain performance in a highly regulated environment.
• Experience with banking and HIPAA transaction requirements and the ability to identify and communicate production issues effectively.

Skill

• Proficiency with Oracle ERP, Oracle ARCS, Oracle Task Manager, Clearwater, and Microsoft Office.
• Strong oral, written, interpersonal, executive communication, and influencing skills.
• Ability to work effectively with all levels of management and across functional areas.
• Strong analytical, diagnostic, decision-making, research, and problem-solving skills.
• Ability to interpret financial data, generate reports, and make informed business decisions.
• Strong planning, project management, resource management, and organizational skills.
• Ability to maintain confidentiality and handle sensitive information with discretion.
• Ability to communicate complex accounting, regulatory, and transformation matters clearly.
• Ability to develop methods and processes for disseminating complex information.
• Ability to manage competing priorities and high stakeholder expectations.
• AI literacy and practical experience evaluating or implementing AI-enabled finance solutions with appropriate governance, validation, privacy, security, and human oversight.
• Negotiation and influencing skills with the ability to create mutually beneficial outcomes.
• Ability to identify resource and training needs and promote quality principles.

Summary Qualification

• Senior accounting and financial reporting leader with extensive experience in GAAP, statutory accounting, NAIC reporting, regulatory compliance, and finance transformation.
• Proven ability to lead accounting close, external reporting, audit readiness, internal controls, cost accounting, and regulatory filing activities.
• Demonstrated success leading teams, developing talent, managing performance, resolving conflict, and building succession plans.
• Strong strategic thinker who can assess complex issues, evaluate risk, align resources, and drive timely execution.
• Experienced in process improvement, automation, data quality, system integration, and responsible AI adoption.
• Effective cross-functional partner with the ability to translate complex financial and regulatory matters into clear recommendations.
• Capable of maintaining high performance while managing multiple priorities in a complex and highly regulated environment.

 

Wollborg Michelson Recruiting is an Equal Opportunity Employer and prohibits discrimination of any kind. We ensure job offers are made based of one s employment experience, skills, and qualifications, regardless of race, gender, ethnic origin, or any other classification protected by law. All applicants must furnish proper identification to prove their legal right to work in the US upon a job offer. We participate in E-Verify to confirm one s right to work in the US. Wollborg Michelson Recruiting does not provide sponsorship for an employment-based visa status.