QuoteWell

Controller

• Own the month-end and quarter-end close process end-to-end
• Manage accounts payable, accounts receivable, and general ledger reconciliations
• Maintain accurate books across our entities in QuickBooks
• Process payroll in coordination with HR and ensure accurate benefit and equity accounting
• Manage banking relationships, wire approvals, and cash flow visibility
• Produce monthly financial statements and supporting management reports
• Build and maintain an internal control environment appropriate for a growth-stage company
• Prepare board-ready financial packages in coordination with leadership
• Ensure compliance with revenue recognition standards relevant to our revenue streams
• Monitor and report on venture debt covenants
• Serve as the primary internal point of contact for our first financial audit (targeted Q4 of this year)
• Select and manage the external audit firm relationship
• Prepare audit-ready workpapers, schedules, and supporting documentation
• Identify and remediate any gaps in documentation, controls, or accounting treatment ahead of fieldwork
• Coordinate with legal and the fractional CFO on any technical accounting questions
• Serve as the financial operations partner to department heads on budget-to-actual questions
• Coordinate with the fractional FP&A analyst on forecast inputs and actuals variance analysis
• Support the fractional CFO on financing events, board materials, and strategic planning

Operations

• Collaborate with leadership and brokerage teams to develop compelling marketing collateral, case studies, and email campaigns
• Work alongside producers and underwriters throughout the quote‑bind‑issue lifecycle
• Participate in client communication, help manage relationships, and ensure agents receive a white‑glove experience
• Use proprietary AI systems to extract data, analyze risks, and streamline workflows
• Observe how risks are classified, evaluated, and routed
• Conduct light research on industries, carriers, and risk classes to support producer decision‑making and marketing initiatives

Controller

Insurance Operations Intern