Job Description

Are you a CPA with a strong background in public accounting looking for a leadership role that blends financial modeling, planning, and process improvement? This is a high-impact opportunity to manage financial planning and reporting for a growing organization specializing in risk financing and alternative insurance solutions.

Why Apply

• Strategic leadership role managing financial planning and analysis for 50+ entities.
• Broad scope of responsibilities, including revenue modeling, client evaluation, and financial reporting.
• Opportunity to drive process improvements and implement new financial reporting technologies.
• Work alongside top professionals in finance, underwriting, and risk management.
• Competitive compensation: $125k-$150k base + 20% bonus with room for growth.

Key Responsibilities

• Collaborate with sales teams to model revenue and profitability for new clients.
• Oversee financial planning, forecasting, and performance reporting.
• Manage financial reporting systems and ensure compliance with GAAP, IRS, and state regulations.
• Supervise 1-2 staff as leadership responsibilities expand.
• Support external audits and regulatory reviews.

Location: Hybrid (In-office for first six months, then one day remote per week)

This role offers the chance to drive financial strategy, optimize processes, and be a key player in a growing organization.

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