Career Opportunities

What’s It Like To Be A Part of Palmer & Cay?

Our people combined with a culture where the client is at the center of everything we do, allows us to create extraordinary results and provide exceptional service for prospective clients, clients, carrier partners, and each other.

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Current Opportunities

Director of Finance and Accounting (Retail Brokerage Division)

Reports to: CEO
Location: Atlanta, Georgia

Purpose

We are seeking a hands-on, experienced Director of Finance & Accounting to lead the financial operations of our growing retail insurance brokerage division. This role blends strategic finance leadership with day-to-day controller responsibilities in a fast-paced, growth-oriented environment.

As the senior finance partner to the retail business, you will oversee accounting operations, financial reporting, and build forward-looking financial insights.

This role is ideal for someone who has a deep understanding of insurance brokerage accounting and commission-based revenue models.

Essential Duties

Financial Close & Reporting

  • Lead monthly close and deliver accurate, timely financial statements
  • Own balance sheet integrity, including:
    • Commission receivables (agency/CRM systems)
      Direct bill reconciliations
    • Ensure proper revenue recognition across commissions and fees
    • Support audits and maintain strong documentation and controls
    • Coordinate with HQ finance on consolidation and reporting

Accounting Operations

  • Oversee and support day-to-day accounting:
    • Cash application
    • Accounts receivable follow-up
    • Carrier and broker payables
  • Manage commission reconciliation processes between systems and financials
  • Identify and mitigate risks related to revenue leakage and timing gaps
  • Build scalable processes and infrastructure as the business grows

Financial Planning & Analysis

  • Develop budgets and financial forecasts
  • Deliver KPI reporting and performance insights, including:
    • Revenue growth and commission trends
    • Producer/book performance
  • Partner with leadership on sales pipeline and revenue forecasting
  • Translate financial results into actionable business insights

Business Partnership

  • Serve as a trusted financial partner to retail leadership and producers
  • Support commission structures, deal economics, and compensation tracking
  • Collaborate on operational improvements and system integrations

Required Qualifications

  • 7–12+ years of progressive accounting/finance experience
  • Insurance brokerage experience
  • Controller or senior accounting leadership experience
  • Strong understanding of financial close, reconciliations, and controls
  • Experience with agency management systems (e.g., EPIC, Applied, AMS360) preferred
  • Advanced Excel and financial modeling skills

 Benefits

  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
  • Paid Company Holidays + Floating Holidays
  • Volunteer Time Off
  • Hybrid Schedule
  • Uncapped career development and exposure to senior leadership
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Comitted To Diversity

Palmer & Cay strives to create an inclusive culture. We understand that individual differences drive innovative solutions. We believe in embracing different viewpoints, thoughts and ideas in order to ultimately create a diverse workforce and an inclusive workplace. Coming together with unique perspectives to make a collective impact for our team members, clients and the communities that we serve is at the heart of who we are and the workplace we strive to create.

Community Involvement

Our team members are passionate about giving back to the communities in which we serve with hopes of inspiring others and impacting change for those in need. We are truly humbled each and every time we have the opportunity to volunteer and we are proud to continue developing community relationships.