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Curi is committed to helping physicians in medicine, business, and life. Founded in 1975, we were built on a promise: When doctors needed help, we would answer the call. Physicians’ needs have changed over the years, but our dedication to that promise has never wavered. From wealth management to medical malpractice insurance to well-being programs, we remain passionately curious about identifying ways to meet the ever-evolving needs of physicians and those who support them.

The Role

We’re looking for a highly motivated, proactive individual to work in our Finance Department as a Controller. Reporting to the VP of Accounting Operations, you will be responsible for managing financial statement preparation and review, internal control environment, regulatory filings, monthly close, staff management, and other day-to-day financial reporting activities. In addition, you will work closely with third party service providers to manage the Company’s audit, actuarial, and tax accounting, reporting, and compliance matters.


  • Supervise all financial reporting functions/filings, including the monthly general ledger close as well as internal and external monthly, quarterly, and annual financial statement preparation, ensuring timely and accurate delivery
  • Manage complex accounting functional areas and related procedures specific to insurance, investment, and advisory services
  • Prepare and review journal entries, review supporting workpapers and calculations, and review and distribute financial reporting and analysis for multiple operating and reporting entities within the Curi enterprise
  • Maintain and improve the analytical review of monthly/quarterly/annual financial results through variance analysis and budget to actual comparisons
  • Develop processes to identify and report on key financial performance metrics
  • Update and maintain a Policy and Procedures manual, including documenting, testing, and monitoring an effective internal control environment
  • Implement and document new processes and controls to optimize departmental performance as needed
  • Serve as the primary point of contact for the annual audit process for 6 affiliated entities within the Curi enterprise
  • Manage accounting staff; allocate and absorb departmental workload to maximize resources, develop expertise, and establish an appropriate level of redundancy across a growing financial reporting team
  • Serve as a member of the management team and participate in deliberations on Company matters; Engage and interact with all functional departments throughout the organization
  • Provide technical accounting research, guidance, and advice
  • Conduct research for new accounting pronouncements as warranted

 Supervisory Responsibility

  • Manage a team of 3+ financial reporting accountants. Responsibilities include direct oversight of the team’s work product, performance reviews, and coaching/professional development. 


  • Ability to proactively learn, engage, and flourish in a complex, evolving corporate environment
  • Comfortable in role with high visibility; Proficient at communicating financial information accurately and clearly to senior and executive management
  • Comprehensive understanding of and experience with Statutory Accounting Principles and Generally Accepted Accounting Principles
  • Demonstrated ability to identify problems/inefficiencies and devise and implement solutions
  • Project management skills commensurate with role 


Required Education and Experience

  • BA/BS Degree and CPA license
  • 6 years of experience with demonstrated progression of responsibility in audit and/or industry accounting roles
  • Staff management experience

 Preferred Education and Experience

  • Master of Accounting Degree
  • 7-10 years of work-related experience in the area of expertise