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About the Role

SafeLease is hiring a Controller to lead all accounting, financial reporting, and internal controls across the organization — with full ownership spanning our Managing General Agent (MGA) operations and our surplus lines insurance carrier. The role owns dual-track reporting: U.S. GAAP financial statements for SafeLease and its consolidated entities, and statutory financial statements filed with state insurance regulators under NAIC Statutory Accounting Principles. The ideal candidate combines a Big Four audit foundation with hands-on accounting experience inside an insurance carrier, and a track record of building and scaling finance functions in a high-growth environment. This is a high-visibility leadership role reporting to the CEO with direct exposure to senior leadership and strategic decision-making.

Responsibilities

• Oversee all accounting operations for MGA and surplus lines carrier, including general ledger management, close processes, and intercompany accounting.
• Prepare and deliver timely, accurate financial statements per U.S. GAAP and Statutory Accounting Principles (SAP), including NAIC P&C Annual and quarterly statements.
• Manage statutory reporting and regulatory filings, including NAIC Schedules F, P, D, T, Risk-Based Capital (RBC) calculations, IRIS ratios, and state filings.
• Oversee MGA accounting per NAIC Managing General Agents Act, including premium trust accounts and MGA-to-carrier reporting.
• Design, implement, and maintain robust internal controls and financial policies.
• Lead annual statutory and GAAP audits, serving as primary liaison with external auditors, tax advisors, state insurance examiners, and actuaries.
• Build, mentor, and develop a high-performing accounting team, establishing best-in-class processes.
• Manage consolidated financial reporting across SafeLease entities, including intercompany transactions and eliminations.
• Partner with 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, and capital allocation reporting.
• Ensure compliance with federal, state, and local tax requirements, including premium tax filings and surplus lines tax compliance.
• Evaluate and enhance financial systems, tools, and technology infrastructure for scalability and operational efficiency.
• Support fundraising, investor reporting, and due diligence processes.

Requirements

• Insurance carrier experience spanning MGA and a surplus lines (Excess & Surplus / E&S) or admitted carrier.
• Statutory accounting (SAP) and NAIC reporting experience, including preparation or direct oversight of NAIC Annual and quarterly statements.
• Big Four audit or assurance experience (Deloitte, PwC, EY, or KPMG).
• CPA designation.
• 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, including reconciliation bridging entries.
• Demonstrated experience managing accounting functions across multiple legal entities and lines of business.
• Strong technical accounting skills including consolidations, intercompany eliminations, premium accounting, loss reserve accounting, and reinsurance accounting.
• Hands-on familiarity with NAIC Schedules F, P, D, and Risk-Based Capital reporting.
• 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 (Workiva, EagleEye, SunGard EAS, SAP Insurance, or similar) and modern financial planning tools (preferred).
• SOX or SOX-style internal controls implementation experience (preferred).

Skills

• U.S. GAAP
• Statutory Accounting Principles (SAP)
• NAIC reporting
• Big Four audit
• CPA
• Technical accounting
• Consolidations
• Intercompany eliminations
• Premium accounting
• Loss reserve accounting
• Reinsurance accounting
• NAIC Schedules F, P, D
• Risk-Based Capital reporting
• Investment accounting
• Insurance-specific statutory reporting platforms
• Modern financial planning tools
• SOX-style internal controls
• General ledger management
• Month-end/quarter-end/year-end close
• MGA accounting
• Regulatory filings
• Cash management
• Treasury functions
• Capital allocation reporting
• Tax compliance
• Financial systems evaluation and enhancement
• Due diligence
• Financial insights
• Variance analysis
• Strategic recommendations
• Team leadership and development

Experience Level

• Minimum 7 years of progressive accounting and finance experience
• High-visibility leadership role

Education Level

• Bachelor’s degree in Accounting, Finance, or related field
• CPA designation
• Master’s degree in Accounting, Finance, MBA, or a related advanced degree (preferred)

Benefits

• Competitive pay
• Equity
• Unlimited PTO
• Full health benefits
• Flexible work setups

About the Company

• SafeLease is rethinking how P&C insurance is sold in an age of technological change, addressing structural inefficiencies.
• SafeLease is a profitable insurance business that designs, underwrites, and distributes specialty coverage for commercial property owners and their tenants.
• The company backs policies with its own capital, controlling the full stack: product design, tech, and speed.
• End-to-end ownership offers customers real flexibility, saving time and money for over 4,000 properties insured for billions in value nationwide.
• SafeLease is a team of 70, growing over 100% annually, while maintaining profitability and culture.
• Employees receive high discretion and a wide aperture of problems to solve.
• The company embraces newest technologies, moves fast, and operates with the intensity of a small company where every person's work is visible.