• Direct all monthly, quarterly, and annual close activities across multiple entities • Oversee preparation of GAAP financial statements, management reports, and board packages • Maintain and improve accounting policies, procedures, and internal controls • Support budgeting, forecasting, and financial modeling in partnership with FP&A • Provide financial insights to executive leadership to inform strategy • Supervise general ledger, revenue recognition, accounts payable/receivable, and bank reconciliations • Oversee premium accounting, trust account reconciliations, and producer commission processing • Manage team performance, hiring, and ongoing training • Coordinate with external auditors and tax advisors • Ensure compliance with financial covenants, trust account rules, and state-level regulatory requirements • Maintain knowledge of statutory accounting principles (SAP) to support carrier reporting, bordereaux accuracy, and MGA obligations • Contribute to system implementations, automation, and process improvements