ALKEME Insurance · 7 hours ago
M&A Integrations Financial Controller
SLC Metro Area
Full-time
Onsite
Senior Level
5+ years expALKEME Insurance is seeking an M&A Integrations Financial Controller to oversee the financial integration of newly acquired agencies. This role focuses on ensuring financial accuracy and compliance while collaborating cross-functionally to facilitate smooth post-acquisition transitions.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Hiring Manager
Bryan Krajeski
Responsibilities
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
Design and implement internal controls, policies, and standardized workflows across acquired entities
Ensure consistency in reporting and accounting processes post-acquisition
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
Prepare and review monthly financial reports
Analyze variances, trends, and key metrics, providing insights and recommendations
Train and mentor accounting staff involved in integration activities
Promote accuracy, accountability, and continuous improvement
Monitor daily banking activity and oversee trust account reconciliations
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field required
5+ years of progressive accounting or controlling experience, preferably within M&A or multi-entity environments
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
Preferred
CPA preferred
Public accounting experience preferred
Company
ALKEME Insurance
ALKEME is a full-service insurance agency providing businesses and individuals with an extensive array of commercial and personal insurance, employee and executive benefits, retirement and wealth management services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-06-16Private Equity
Leadership Team
Curtis Barton
Chief Executive Officer and Founder
Anton Rosandic
Co-Founder, President and Board Member
Recent News
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