Controller

Controller / Bookkeeper The Controller/Bookkeeper will oversee the company's core financial functions — including premium accounting, commission remittance, payroll, and bill management — while also handling internal HR administration (employee benefits), co. insurances and communicate with our state third-party insurance licensing vendor. This is a remote position; however, the candidate must be based in or near Daly City/San Francisco to allow for occasional in-person coordination.

Track and resolve discrepancies in premium and commission payments, produce financial documents as requested/needed. Accounting & Bookkeeping Manage day-to-day bookkeeping using accounting software Process and pay internal company bills and vendor invoices Maintain the general ledger, reconcile bank and credit card accounts Prepare monthly/quarterly financial statements and reports for management Assist with budgeting, cash flow monitoring, and year-end close Coordinate with outside CPA/tax preparer, carrier and TPA audits as needed. Payroll Process payroll for W-2 employees and payments for 1099 contractors through our third party vendor Paychex. Ensure accurate and timely tax withholdings, filings, and payments Maintain payroll records and respond to employee payroll inquiries Human Resources Administration Administer internal employee benefits, including health, dental, and retirement plans Maintain HR files, and manage internal insurances (i.e. E&O, Cyber Insurance). Ensure compliance with applicable regulations Licensing Coordination Manage producer/agency licensing requirements in coordination with the company's third-party licensing vendor Ensure timely submission of licensing paperwork and compliance documentation