What You’ll Do (Key Responsibilities)

• Lead  monthly/quarterly/year-end close, financial statement preparation, and management reporting (P&L, balance sheet, cash flow).
• Own  budgeting, forecasting, and KPI reporting; provide variance analysis and actionable recommendations.
• Oversee  cash flow planning, working capital, banking relationships, and (if applicable) debt covenants.
• Ensure strong  internal controls, accounting policies, and compliance (GAAP; tax coordination; audits/reviews).
• Manage core accounting operations (AP/AR/payroll coordination, GL integrity, revenue recognition where relevant).
• Partner with leadership on  strategic planning, pricing/margin analysis, investments, and growth initiatives 
• Improve processes and systems (ERP/accounting tools, automation, dashboards).

What We’re Looking For (Qualifications)

• Progressive finance/accounting leadership experience (typically  8+ years, including people leadership).
• Strong command of  GAAP, financial reporting, and close management.
• Proven experience building budgets/forecasts and advising leaders with data-driven insights.
• Experience with  audit/tax coordination  and working with external partners (CPA firm, banking, legal).
• Systems strength (ERP/accounting platforms; Excel/Sheets mastery; reporting/BI is a plus).
• Clear communicator who can operate at both  hands-on  and  strategic  levels.

Preferred

• CPA  and/or MBA.
• Experience in insurance
• M&A, integration, multi-entity, or multi-state complexity.

Success Looks Like

• Close is timely and accurate; leadership has reporting they trust.
• Forecasts are predictable and tied to real operating drivers.
• Cash is actively managed; risks are surfaced early.
• Finance is a partner to the business—not just “accounting.”