Financial Controller – Insurance

The Rogan Group The Rogan Group

Risk & Insurance Management Recruiting

Financial Controller – Remote

Our client a Global MGA is seeking a Financial Controller.

Company Profile:

  • 95+ employees globally with additional operations in Canada, UK, EU and ANZ
  • Backed by Venture Capital
  • One-stop shop for tech, underwriting and 24/7 services (claims assistance and customer service)

Position Outline:

  • Manage P&L, from forecasting and budgeting to month-end close.
  • Communicate financial results to the leadership team on a monthly basis and have the opportunity to influence decisions and future strategies.
  • Data analysis is key, so this hybrid finance and accounting role will be responsible for building and maintaining critical reports used to dissect the business.
  • Lead and optimize month-end close, payroll, and AP/AR processes for the US businesses
  • Continuously build, refine, and streamline accounting and financial reporting processes
  • Support the development of P&L and cash flow forecasts and other financial projections
  • Lead the company’s annual audit process including the preparatory process, overseeing the audit engagement, answering all the auditor questions, and providing the requested information necessary to complete the audit
  • Ensure the company is compliant with all relevant regulations and ensure financial and tax filings are completed in a timely manner
  • Manage all tax planning and compliance with all required federal, state, local, payroll, property and other applicable taxes
  • Oversee the maintenance of the general ledger in accordance with GAAP and assures compliance with internal control policies and procedures
  • Lead relationship management with US banking and insurance carrier finance partners


  • 3-5 years of experience in finance and / or accounting in the insurance industry
  • Bachelor’s degree in Finance or Accounting, CPA a plus
  • High attention to detail coupled with analytical and auditing skills
  • Strong technical skills, experience with Microsoft Dynamics 365 a plus
  • Excellent communication skills, with the ability to analyze data and summarize key information
  • Comfortable with environment of change and rapid decision making
  • Startup experience a plus

For additional information contact Cindy Carr, or call 410-707-8107.

The Rogan Group, Inc. – is an Executive Search firm that specializes in the Insurance Industry. With our headquarters in Maryland and remote recruiters around the country we are able to conduct projects on a Local, Regional & National basis. Projects come from all areas of the industry, but we do place an emphasis on the Insurance Distribution sector with Production and Management openings being our focus. This work covers both the P&C and L&H sides of the business. To review all of our insurance job openings, please visit our website at

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