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SafeLease

Controller

RemoteUnited States only
Published
Role
Finance
Experience
Senior
Employment
Full-time
Company size
Startup
Salary not disclosed
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Open to US only. Set where you work from to check your eligibility.

No BS summary

Controller with 7+ years in accounting/finance, Big Four audit/assurance background, CPA, and insurance carrier experience across MGA and surplus lines/admitted carrier. Must know SAP, NAIC reporting, U.S. GAAP, statutory filings, consolidations, premium/loss reserve/reinsurance accounting.

Optional skills

WorkivaEagleEyeSunGard EASSAP Insurance

What you'll do

  • Own and oversee all accounting operations across the MGA and the surplus lines carrier, including general ledger management, month-end / quarter-end / year-end close, and intercompany accounting between the producer and the underwriter.
  • Prepare and deliver timely, accurate financial statements in accordance with both U.S. GAAP and Statutory Accounting Principles (SAP), including the NAIC P&C Annual Statement, quarterly statements, and audited statutory financial statements.
  • Manage statutory reporting and regulatory filings: NAIC Schedules F (reinsurance), P (loss reserves), D (investments), and T (premium by state); Risk-Based Capital (RBC) calculations; IRIS ratios; and domiciliary and non-admitted / surplus lines state filings.
  • Oversee MGA accounting under the NAIC Managing General Agents Act (Model #225), including premium trust / fiduciary accounts, the MGA-to-carrier reporting cycle, and quarterly accounting packages submitted to the carrier in a form usable for completion of the Annual Statement.
  • Design, implement, and maintain robust internal controls and financial policies that scale with organizational growth (SOX-style frameworks preferred).
  • Lead the annual statutory and GAAP audits and serve as the primary liaison with external auditors, tax advisors, state insurance examiners, and the engaged actuary.
  • Build, mentor, and develop a high-performing accounting team; establish best-in-class processes and a culture of continuous improvement.
  • Manage consolidated financial reporting across SafeLease entities, including intercompany transactions and eliminations between the MGA and the carrier.
  • Partner with the CEO and senior leadership to provide financial insights, variance analysis, and strategic recommendations.
  • Own premium and claims accounting cycles, ceded and assumed reinsurance accounting, deferred acquisition cost (DAC) treatment, and loss reserve accounting.
  • Oversee cash management, treasury functions, investment accounting (including NAIC SVO-rated portfolios), and capital allocation reporting.
  • Ensure compliance with federal, state, and local tax requirements, including premium tax filings and surplus lines tax compliance across multiple jurisdictions.
  • Evaluate and enhance financial systems, tools, and technology infrastructure to support scalability and operational efficiency.
  • Support fundraising, investor reporting, and due diligence processes as needed.

What they require

  • Insurance carrier experience required, with responsibility spanning an MGA and a surplus lines (Excess & Surplus / E&S) or admitted carrier.
  • Statutory accounting (SAP) and NAIC reporting experience required — including preparation or direct oversight of the NAIC Annual Statement and quarterly statements.
  • Big Four background required — audit or assurance experience at Deloitte, PwC, EY, or KPMG.
  • CPA designation required; Bachelor’s degree in Accounting, Finance, or related field.
  • Minimum 7 years of progressive accounting and finance experience.
  • Deep expertise in both U.S. GAAP and SAP, the differences between the two frameworks, and the bridging entries required to reconcile them.
  • Demonstrated experience managing accounting functions across multiple legal entities and lines of business.
  • Strong technical accounting skills including consolidations, intercompany eliminations, premium accounting (written / earned / unearned), loss reserve accounting, and reinsurance accounting (ceded and assumed).
  • Hands-on familiarity with NAIC Schedules F, P, and D, and Risk-Based Capital reporting.
  • Preferred: Master’s degree in Accounting, Finance, MBA, or a related advanced degree.
  • Preferred: Experience inside a high-growth insurtech, specialty insurer, or scale-up environment.
  • Preferred: Prior responsibility for state-by-state premium tax filings and surplus lines tax compliance.
  • Preferred: Experience operating inside an insurance holding structure (HoldCo + carrier + MGA).
  • Preferred: Familiarity with investment accounting under SSAP No. 26R, SSAP No. 30R, and SSAP No. 43R (bonds, equities, structured securities).
  • Preferred: Proficiency with insurance-specific statutory reporting and ERP platforms and modern financial planning tools.
  • Preferred: SOX or SOX-style internal controls implementation experience.
  • Employment at SafeLease is contingent upon a satisfactory verification of a general and criminal background check.

Benefits

  • Competitive pay and equity.
  • Unlimited PTO.
  • Full health benefits.
  • Flexible work setups.

SafeLease is a profitable insurance business that designs, underwrites, and distributes specialty coverage for commercial property owners and their tenants.

InsuranceStartup
Salary not disclosed