The Controller is responsible for overseeing all financial operations related to client health and welfare plans within the Government Contracting Practice. This role manages premium administration, banking arrangements, cash reconciliation, financial reporting, and compliance with applicable accounting standards and regulations. The Controller partners with senior leadership to develop and execute financial strategies that support client benefit plans and the practice’s goals.

Essential Functions and Primary Duties

• Financial Reporting and Analysis

• Prepare and review monthly, quarterly, and annual financial statements.

• Ensure accuracy, completeness, and timely maintenance of financial records.

• Conduct financial analysis to inform management decisions and performance insights.

• Present financial results and recommendations to senior management and key stakeholders.

Budgeting and Forecasting

• Develop and manage the division’s annual budget.

• Monitor performance, explain variances, and recommend corrective actions.

• Prepare rolling forecasts and projections.

• Collaborate with department leaders to align resources with financial goals.

Compliance and Risk Management

• Oversee preparation and filing of required DOL and IRS filings for client plans (e.g., Form 5500), in coordination with stakeholders.

• Ensure compliance with US GAAP and other relevant standards; exposure to Cost Accounting Standards and Federal Acquisition Regulations a plus.

• Lead and support internal and external audits.

• Design, implement, and monitor internal controls to safeguard assets and data integrity.

• Identify, assess, and mitigate financial and operational risks.

Operational Efficiency

• Streamline and document financial processes to improve accuracy, speed, and controls.

• Lead financial systems and ERP enhancements and adoption.

• Ensure timely and accurate transaction processing, reconciliations, and close activities.

Team Leadership and Development

• Supervise, coach, and develop finance team members.

• Set objectives, conduct performance evaluations, and support professional growth.

• Foster a collaborative, accountable, and high-performance culture.

Strategic Planning

• Contribute financial insights to strategic planning and business development initiatives.

• Build models and business cases to support growth opportunities.

• Assist in evaluating potential mergers, acquisitions, partnerships, and vendor arrangements.

Preferred Qualifications 

• Bachelor’s degree in Accounting, Finance, or a related field.

• 5–10 years of progressive accounting/finance experience, including 3–5 years in a supervisory or managerial capacity.

• Strong knowledge of US GAAP and financial regulations; solid audit and internal control experience. 

• Proficiency with financial software and ERP systems; advanced Excel skills.

• Excellent analytical, problem-solving, and quantitative skills.

• Effective verbal and written communication skills; ability to influence across levels and functions.

• Demonstrated ability to prioritize, work under pressure, and meet deadlines with high accuracy.

• CPA, CMA, MAcc, or MBA.

• Experience in insurance or employee benefits, including health and welfare plan administration and related DOL/IRS filings.

• Background in government contracting or adjacent fields; familiarity with FAR, CAS, and SCA/Davis-Bacon fringe benefit requirements.

• Experience leading system implementations or upgrades and driving process improvement.
   

Minimum Qualifications

• HS diploma or GED required; Bachelor's degree in Business, Economics, Statistics or relevant field preferred
• 3 years of relevant experience
• Must possess analytical skills
• Must be able to comprehend, manipulate and interpret statistical data
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.