Senior Controller

About the role

The Senior Controller will drive the creation and implementation of scalable finance systems, internal controls, and processes to support rapid growth. Reporting to senior leadership, you will ensure accurate, timely financial reporting and support acquisition integration.

Key responsibilities

• Plan, organize and implement monthly GAAP accrual financials, cash controls, cash forecasting and lender analysis.
• Maintain internal controls over revenue, costs, receivables, payables and capital expenditures.
• Oversee the general ledger, financial close process and preparation of financial statements.
• Partner with leadership to select and implement a foundational ERP/accounting system.
• Create and monitor KPIs and promote metric‑driven decision making.
• Lead the year‑end audit and provide required information to external auditors.
• Support integration of acquired agencies into the consolidated accounting function.
• Conduct financial due diligence and valuation modeling for potential acquisitions.

Required profile

• 6‑10 years of relevant experience.
• Undergraduate degree in Accounting or Finance; MBA or Masters a plus.
• CPA strongly preferred.
• Experience in insurance brokerage or carrier side preferred.
• Private‑equity exposure and M&A integration experience are advantageous.
• 3+ years in a public accounting firm or 5+ years in a comparable controller role.
• Willingness to work in Chicago, IL or Madison, WI.

Required skills

• Advanced Microsoft Excel and financial modeling.
• ERP/Accounting system implementation.
• GAAP accounting and accrual reporting.
• Cash forecasting and lender analysis.
• Financial due diligence and valuation modeling.

What we offer

• High‑visibility role within a fast‑growing organization backed by Shore Capital Partners.
• Opportunity to shape finance infrastructure and support strategic acquisitions.