Job description
We are looking for an experienced CPA with fractional CFO expertise to support financial strategy, compliance, and reporting within a company specializing in trust management and health insurance services. This role is ideal for a finance professional with extensive experience in complex financial structures, regulatory compliance, and strategic planning, but who is seeking to contribute at a cost-effective, fractional level. The successful candidate will bring expertise in trust accounting and health insurance finance, along with a deep understanding of regulatory and financial oversight.
Key Responsibilities:
• Provide strategic financial oversight tailored to trust management and health insurance operations.
• Oversee budgeting, forecasting, and financial modeling to ensure profitability and regulatory compliance.
• Manage financial reporting, audits, and tax filings related to trusts and healthcare entities.
• Assist in cash flow management, investment strategies, and risk assessment.
• Advise leadership on regulatory compliance and requirements specific to trust management and health insurance.
• Collaborate with cross-functional teams to optimize financial processes and achieve cost efficiencies.
• Reconcile financial data to ensure accuracy and timely reporting.
• Support tax planning, filings, and ensure compliance with relevant tax laws.
• CPA designation required.
• Proven experience as a Fractional CFO, Controller, or Senior Financial Consultant.
• Experience in trust accounting, health insurance finance, or related industries.
• Strong understanding of GAAP, regulatory compliance, and risk management.
• Ability to work remotely with cross-functional teams.
• Bilingual (English/Spanish) required.
• Strong proficiency in C-suite financial tools and systems.
• Excellent communication skills and strong personality for leadership and collaboration.
Preferred Experience:
• Experience working with PEO firms, insurance providers, or financial trusts.
• Knowledge of ERP systems and financial automation tools.
• Background in multiple employer trusts, especially those formed under IRS Section 419A (health insurance trusts).
