Regional Controller

Job Description: Regional Controller

Job Title: Regional Controller

Location: The Hive - Sandy, UT

Reports to: VP of Finance, Ops

Department: Finance / M&A Integration

FLSA Status: Exempt

Job Purpose

The Integrations Controller is responsible for overseeing and executing the financial integration of newly acquired agencies into the organization. This role ensures financial accuracy, compliance, and standardized processes while partnering cross-functionally to support seamless post-acquisition transitions.

Key Responsibilities

1. Financial Accuracy & Compliance

• Ensure financial records are accurate, complete, and compliant with applicable accounting standards and regulatory requirements.
• Perform month-end close activities including reconciliations, journal entries, and preparation of financial statements.
• Monitor trust and operating accounts to ensure reconciliation accuracy and proper posting.

2. Control Implementation & Process Standardization

• Design and implement internal controls, policies, and standardized workflows across acquired entities.
• Ensure consistency in reporting and accounting processes post-acquisition.

3. Cross-Functional Collaboration

• Partner with finance, IT, legal, and operations teams to align integration timelines and deliverables.
• Serve as a key accounting contact for acquired agencies during transition periods.

4. Reporting & Analysis

• Prepare and review monthly financial reports.
• Analyze variances, trends, and key metrics, providing insights and recommendations. 6. Banking & Cash Flow Oversight

5. Leadership & Mentorship

• Train and mentor accounting staff involved in integration activities.
• Promote accuracy, accountability, and continuous improvement.
• Monitor daily banking activity and oversee trust account reconciliations

Qualifications

Education & Experience

• Bachelor’s degree in Accounting, Finance, or related field required; CPA preferred.
• 5+ years of progressive accounting or controlling experience, preferably within M&A or multi-entity environments.
• Public accounting experience preferred.

Knowledge, Skills & Abilities

• Strong knowledge of accounting principles, financial controls, and compliance requirements.
• Experience with agency management or ERP systems such as Applied Epic, AMS360, or HawkSoft.
• Advanced Excel skills and strong analytical capabilities.
• Excellent communication skills and ability to operate in fast-paced integration environments.

Working Conditions

• Primarily office-based with potential travel of up to 10-20% as needed.