How Risch Results Helped a Family-Owned Insurance Business Hire a Controller to Lead Growth

Executive Summary

A growing insurance company with multiple entities needed to hire a Controller/CPA with ERP migration experience, the ability to lead process improvements, and the expertise to build an accounting team from scratch. Risch Results successfully identified and placed a candidate who met all these criteria and had the potential to become the company’s future CFO.

About the Client

Our client is a family-owned insurance business managing multiple entities within their portfolio. Focused on growth and improving financial processes, they required a strategic hire to lead their accounting function through expansion. The company sought a financial leader who could manage day-to-day accounting responsibilities while also scaling with the organization.

The Recruiting Challenge

The client faced three key challenges in finding the right Controller:

1. Specialized Experience Required – The company needed a CPA with hands-on ERP migration experience to support their technology transformation.
2. Multi-Entity & Process Improvement Expertise – The role required someone skilled in managing multiple entities, implementing process improvements, and building an accounting team from the ground up.
3. Leadership & Long-Term Growth – The ideal candidate needed to be willing to “get in the weeds” initially while demonstrating leadership potential to eventually grow into a CFO role.The Risch Results Solution

To meet these challenges, Risch Results implemented a strategic and targeted recruitment approach:

• Understanding Business Needs – We met with the leadership team to understand both their immediate hiring requirements and long-term goals, including the CFO growth trajectory.
• Customized Recruiting Strategy – We targeted candidates with CPA certifications, ERP migration experience, and a track record of scaling accounting teams within multi-entity environments.
• Advanced Sourcing & Outreach – Leveraging our extensive network and sourcing tools, we identified candidates who combined technical skills with leadership potential.
• Thorough Screening & Selection – Our team conducted in-depth interviews to assess technical expertise, cultural fit, and long-term leadership capabilities.
• Consultative Compensation Support – We advised the client on competitive compensation strategies to attract and secure top talent in this highly specialized role.

The Outcome & Results

Risch Results successfully placed a Controller who:

1. Held CPA certification with extensive ERP migration experience.
2. Had a proven track record of managing multi-entity accounting processes and driving process improvements.
3. Was equipped to build an accounting team and demonstrated strong leadership skills for future CFO potential.

The client was thrilled with the candidate’s ability to adapt quickly, improve processes, and align with their company culture. This strategic hire has been instrumental in stabilizing the accounting function and positioning the company for continued growth.

Why It Matters for Other Companies

For family-owned businesses navigating growth and financial complexity, finding talent that blends technical expertise with leadership potential is critical. Risch Results understands the unique challenges these companies face and can identify candidates equipped to meet both immediate needs and future leadership demands.

Need to Hire Top Finance Talent?

If your company is facing similar hiring challenges, let Risch Results help you find the right talent to build your leadership pipeline. Contact us today to learn more!