Controller, Financial Services

World Insurance Associates LLC

Controller overseeing day-to-day accounting cycles for World Investment Advisors. Managing accounting processes, financial reporting, budget preparation, and ensuring compliance with GAAP standards.

Posted 5/1/2026full-timeRemote • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

Manage all accounting processes from implementation and reviews.
Oversight of A/P cycle completeness, ensuring timely payments to vendors, assisting in vendor dispute resolution when escalated, and ensuring the overall relationship with vendors are in good standing.
Oversight of 1099 preparation at year-end.
Verification of A/R cycle completeness, ensuring timely completion and submittal of invoices, regular payment collection, and that overall relationship with clients’ customers remains in good standing.
Management of cash balances, ensuring cash on hand is appropriate for upcoming financial commitments (i.e. A/P, payroll, etc.) and anticipating short- and long-term cash needs.
Prepares reports which summarize and forecast company business activity and financial position based on past, present, and expected operations.
Directs preparation of budgets and reviews budget proposals.
Provides management with reviews of the organization's financial status and progress in its various initiatives.
Coordinates information for audits of company's accounts, drafting audit schedules, and financial statements.
Prepares and/or reviews reports required by regulatory agencies, tax returns, etc.
Analyzing financial data including reviewing and correcting potential errors in the entries into the company’s software platform, to ensure the accuracy of financial reports.
Ensuring team compliance with GAAP, internal control processes, and segregation of duties.
Other projects and tasks as assigned.

Requirements

What you’ll need

Strong accounting background (experience and education) with solid knowledge and understanding of GAAP accounting.
Excellent verbal and written communication skills, as well as a professional demeanor.
Ability to multi-task and manage time efficiently and effectively to meet critical and aggressive internal and external deadlines.
M&A and acquisition accounting experience is highly preferred.
Great attention to detail, problem-solving and critical thinking skills.
Able to work independently, as well as collaboratively to achieve individual and team goals.
Proactive and self-motivated attitude with the drive to take ownership of responsibilities assigned.
Familiarity with advanced accounting software.
Experience in GL management.
Knowledge of tax law, current GAAP requirements, audit standards.
Advanced user of Microsoft Excel.
7-10 years (minimum) relevant accounting experience.
Experience with M&A/acquisition accounting.
Experience in Netsuite or similar financial software.
API Software familiarity (Boomi, Workato, etc.) a plus.

Benefits

Comp & perks

Full benefits package (Medical, Dental, Vision, Life, Retirement Match, FSA)
Flexible schedule and work environment
Bonus incentives

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

GAAP accountingM&A accountingGL managementfinancial reportingbudget preparationcash managementtax law knowledgeaudit standardsfinancial data analysisadvanced accounting software

Soft Skills

communication skillstime managementattention to detailproblem-solvingcritical thinkingindependent workcollaborationproactive attitudeself-motivationownership of responsibilities