Description

About Allied American USA

Allied American USA is a nationwide claims adjusting and insurance services company providing catastrophe response, daily claims, TPA services, flood operations, audit and specialty investigations. We are committed to delivering exceptional service to carriers, MGAs/MGUs, and clients through professionalism, integrity, and operational excellence. The Financial Controller plays a critical role in supporting our mission and ensuring the financial strength of the organization.

Position Overview

The Financial Controller is a key member of Allied American USAs leadership team and is responsible for overseeing all accounting operations, financial reporting, internal controls, and fiscal compliance across the organization and its subsidiaries. This role ensures accurate financial management for a nationwide claims adjusting company that operates in catastrophe response, daily claims, TPA programs, flood operations, audits and specialty investigations. The Financial Controller provides strategic financial guidance, supports executive leadership, and maintains the integrity of all financial processes that support our adjusters, managers, clients, and operational divisions.

The Financial Controller reports directly to the President and works closely with the Vice President of HR & Compliance, and division leadership.

Key Responsibilities

Financial Operations & Reporting

•       Oversee all accounting functions including general ledger, accounts payable, accounts receivable, payroll & payroll reconciliation, and month end and year end close.
•       Prepare accurate and timely financial statements, management reports, and operational analyses
•       Maintain compliance with and ensure financial reporting meets internal and external requirements
•       Manage revenue recognition processes for multiple business lines including catastrophe deployments, daily claims, TPA programs, and Transportation Services commission structures

TPA Financial Trust Management & Compliance

•       Maintain strict oversight of client owned Claims Trust Accounts used for claims payouts, ensuring zero co-mingling of corporate funds
•       Partner with operational teams to uphold SOC 1 Type 2 and SOC 2 Type 2 financial and security compliance controls
•       Lead financial reporting requirements for carriers, including internal analysis, risk reviews, and transaction logging including Bordereaux and Lloyds of London financial reporting systems

Internal Controls & Compliance

•       Develop, implement, and monitor internal control systems to safeguard company assets and ensure financial accuracy
•       Support SOC aligned processes and audit readiness across all financial operations
•       Coordinate with external auditors, tax preparers, and regulatory agencies as needed
•       Ensure compliance with federal, state, and industry specific financial regulations applicable to insurance adjusting and TPA operations.

Budgeting, Forecasting & Analysis

•       Lead annual budgeting and forecasting processes in collaboration with executive leadership
•       Provide financial modeling, cost analysis, and scenario planning to support strategic decision making
•       Monitor financial performance, identify trends, and recommend corrective actions or operational improvements

Cash Management & Treasury

•       Oversee cash flow, banking relationships, and treasury functions
•       Ensure timely and accurate processing of client billing, adjuster payments, commission settlements, and vendor payments
•       Maintain financial systems that support high volume, multistate operations

Systems, Processes & Technology

•       Collaborate with IT leadership to budget and fund proprietary software suites such as the Claims Information Management System (CIMS)
•       Evaluate ROI on technology investments related to automation, estimating software integrations, and remote desk adjusting efficiency
•       Oversight of technology partnerships such as MSP, AI, and other vendors

Leadership & Collaboration

•       Lead and mentor the accounting team, establishing clear expectations and performance standards
•       Collaborate with operational leaders to support business unit profitability and financial transparency
•       Provide financial guidance to executive leadership and participate in strategic planning initiatives

Client, Carrier & Vendor Engagement

•       Cultivate strong relationships with carriers, MGAs/MGUs, clients, and strategic partners.
•       Support client on-boarding and integration, ensuring financial readiness and alignment with client expectations.
•       Represent the financial function in executive level discussions and strategic initiatives

 This is a hybrid role, with travel to Tampa, FL, three days per month.

Requirements

Required Qualifications

• Bachelors degree in Accounting, Finance, or a related field
• Minimum of 57 years of progressive accounting experience.
• Demonstrated experience managing accounting operations, financial reporting, and internal controls
• Strong knowledge of accounting principles and financial compliance requirements
• Proficiency with accounting systems and financial reporting tools
• Excellent analytical, organizational, and communication skills

Preferred Qualifications

• Certified Public Accountant (CPA)
• Prior experience in the insurance adjusting, claims administration, TPA, catastrophe response, or related industry
• Experience supporting multistate operations and complex revenue structures
• Experience working with SOC aligned processes or audit frameworks
• Prior experience with Lloyds of London