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AssuredPartners Controller in Santa Ana, California

AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.


Directs financial activities by performing the following duties personally or through subordinate supervisors.

Essential Duties and Responsibilities:

  • Oversight of financial reporting on a monthly basis. Creates detailed general ledger schedules associated with the assigned profit centers to assist with audits, surveys, and tax return preparations. Meets deadlines associated with the month-end close process of assigned profit centers.

  • Leads annual budget process and the development of forecasts for profit centers throughout the year.

  • Responsible for communicating with customers and vendors to answer questions and resolve discrepancies associated with the profit centers. Serves as the liaison between senior management and producers and the accounting department.

  • Works with senior management including the CFO and others to improve the profitability and growth of the Agency.

  • Partners with other departments assist with evaluating acquisitions and to identify and eliminates non-value added activities within the Agency to improve operations. Acquisition due diligence and subsequent transition into existing operations.

  • Leads annual audit for the Agency financial statements. Arranges for audits of company's accounts. Assists auditors and TPA’s during audits by providing information and answering questions.

Minimum Qualifications, Education and/or Experience:

  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

  • Bachelor's degree in accounting is required

  • Five or more years related experience and/or training; or equivalent combination of education and experience.

  • Supervisory and/or leadership experience

Certificates, Licenses, Registrations:

Certified Public Account license (preferred, not required)

ID: 2020-6857

External Company URL:

Street: 2913 Pullman St