Job Description
Earn $200k–$250k + equity while building finance from scratch.
Chief Financial Officer (CFO)
- Location/Type: Miami/FL preferred • Remote/Hybrid (ET/CT) • Travel ~2x/month
- Pay: $200,000–$250,000 base + equity
- Schedule: Full-time; ET/CT collaboration windows
- Impact: Own reporting, cash, and systems so the business can scale fast.
What you’ll do
Build monthly close and cash controls (fewer surprises)
Stand up weekly/monthly reporting and board packs
Drive budget and 2026 planning with CEO
Pick and implement ERP (NetSuite/Sage)
Migrate from QuickBooks; clean revenue recognition
Lead post-close integration across finance/AMS/HR
Forecast cash; support debt vs. cash funding decisions
Must-haves
7+ years in PE-backed insurance distribution
Hands-on controllership; agency bill know-how
ERP implementation (NetSuite/Sage or similar)
M&A diligence and integration reps
FP&A and cash forecasting depth
ET/CT time zone; willing to travel ~2x/month
Nice to have
AMS experience (Applied Epic; commission reconciliation)
Board/lender reporting ownership
Perks & pay
Pay: $200,000–$250,000 base
Equity: Meaningful upside at exit
Benefits: Health insurance
Benefits: Retirement plan
Tools: Lead ERP/AMS selection and rollout
Schedule & setup
Full-time; core hours on ET/CT
Remote/hybrid; Miami/FL preferred
Travel every other week as needed
You’ll scale a lean function into a platform finance engine. Your work reduces close time, unlocks clean cash views, and cuts reliance on costly fractional support. Own the roadmap day one.
You like pace and ownership. You start, finish, follow through.
At Urrly, fairness matters. We use AI to review every application against the same clear requirements for the role. This means every candidate is evaluated on job-related factors like skills, certifications, and experience—not on personal attributes such as gender, race, age, or background. Our goal is to create a more objective, consistent, and equal opportunity hiring process for all applicants.
