Job description
Own the build: CFO role creating a modern finance and accounting function at a PE-backed insurance platform.
This role is about building, not inheriting. You’ll design the finance stack, implement systems, and create reporting and controls that support aggressive growth and M&A – with meaningful equity participation tied to value creation.
Chief Financial Officer (CFO)
Location/Type: Remote/Hybrid (ET/CT) • Travel ~1–2x/month
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 and monthly reporting and board packs
- Drive budget and 2026 planning with the CEO
- Select and implement an ERP (NetSuite, Sage, or similar)
- Migrate from QuickBooks and clean up revenue recognition
- Lead post-close integration across finance, AMS, and HR
- Forecast cash and support debt vs. cash funding decisions
Must-haves
- 7+ years in PE-backed insurance distribution
- Hands-on controllership experience with agency bill know-how
- ERP implementation experience (NetSuite, Sage, or similar)
- M&A diligence and post-close integration experience
- Deep FP&A and cash forecasting capability
- ET/CT time zone alignment and willingness to travel ~1–2x/month
Nice to have
- AMS experience (Applied Epic; commission reconciliation)
- Ownership of board and lender reporting
Perks & pay
- Base salary: $200,000–$250,000
- Bonus: Performance-based
- On-target earnings (OTE): $250,000–$275,000
- Equity: Meaningful upside at exit
- Benefits: Health insurance
- Benefits: Retirement plan
- Tools: Lead ERP and AMS selection and rollout
Schedule & setup
- Full-time; core hours on ET/CT
- Remote or hybrid; Miami, FL preferred
You’ll scale a lean function into a platform finance engine. Your work reduces close time, unlocks clean cash visibility, and eliminates reliance on costly fractional support. You own the roadmap from day one.
