Coterie

Controller

Coterie

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $180,000 - $220,000 per year

Job Level

SeniorLead

Tech Stack

Tableau

About the role

  • Oversee all financial operations related to accounting, including revenue recognition, producer commissions, accounts payable/receivable, and month-end close Own the financial audit process at a level of sophistication befitting a Big 4 PCAOB audit Ensure accurate and timely GAAP-compliant financial reporting Partner with Growth Enablement and Technology teams to align financial processes with operational realities of insurance distribution Manage and improve commission tracking, reconciliation, and payments, ensuring clarity for agents and partners Lead and execute budgeting, forecasting, and variance analysis with executive leadership Maintain and improve internal controls, policies, and procedures tailored to agency operations Own and enhance accounting systems and processes, including integration with CRM, policy admin, and other operational tools Oversee external audits, tax filings, and compliance activities as they pertain to agency activity Collaborate with cross-functional stakeholders to support growth initiatives, vendor agreements, and financial planning Hire, manage, and develop a growing finance team, including staff accountants or analysts

Requirements

  • 12+ years of progressive accounting experience, including at least 5+ years in insurance agency, brokerage, or MGA operations Experience leading or playing a key support role in PCAOB audits Strong command of agency-specific accounting practices, including commission structures, trust accounting, and revenue cycles CPA designation strongly preferred Proven leadership experience managing financial teams and scaling operations in growth-stage environments Hands-on experience with accounting systems (e.g., Sage Intacct, QuickBooks Online, NetSuite) and operational tools common to the agency space Strong understanding of GAAP, internal controls, and audit-readiness High attention to detail, accuracy, and process rigor Excellent communication skills and ability to work cross-functionally across teams Prior experience in insurtech, SaaS-enabled distribution, or multi-entity environments a strong plus Work Authorization: Applicants must have authorization to work in the United States without the need for sponsorship now or in the future.