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.
Apply today to own the build, work hybrid-remote, and earn meaningful equity upside.
