Position Summary

The Director of Finance will serve as a strategic partner to the CFO and executive team, leading financial planning, budgeting, forecasting, and performance analysis across the organization. This individual will play a pivotal role in scaling the finance function to support the company’s rapid growth and acquisition activity.

The ideal candidate combines strong analytical and technical skills with strategic insight, operational discipline, and a passion for building scalable processes in a dynamic, high-growth environment.

Key Responsibilities

• Lead financial planning and analysis activities, including annual budgeting, quarterly forecasting, and long-term strategic planning across all business units.
• Manage the monthly and quarterly financial review processes, providing timely and actionable analysis to senior leadership.
• Deliver accurate and insightful variance analysis, trend reporting, and recommendations to improve financial performance and operational efficiency.
• Partner with the CFO and business leaders to assess acquisition opportunities, perform financial modeling and due diligence, and support post-acquisition integration and tracking.
• Prepare and present financial reports and dashboards for executive management, investors, and banking partners, including monthly results, quarterly reviews, and annual strategic plans.
• Develop a deep understanding of business drivers, identifying risks and opportunities while translating financial data into business insights.
• Drive automation and standardization across financial processes, enhancing system utilization (NetSuite, Datarails, Power BI, etc.) to improve accuracy and efficiency.
• Collaborate with cross-functional teams (Accounting, Operations, M&A, HR, and Technology) to ensure alignment between financial plans and strategic objectives.
• Support the CFO with presentations, bank reporting packages, and board-level materials.
• Build and mentor a growing finance team while fostering a culture of accountability, accuracy, and collaboration.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred.
• 7-10+ years of progressive experience in finance, strategic planning, or corporate development.
• Experience in insurance, financial services, or multi-entity operations strongly preferred.
• Proven ability to design and scale finance processes in a fast-paced, acquisitive organization.
• Strong technical expertise with ERP and FP&A tools (e.g., NetSuite, Datarails, Power BI) and advanced Excel skills (PowerPivot, VBA).
• Excellent communication and presentation skills, with the ability to convey complex financial insights to non-financial stakeholders.
• Highly analytical and business-minded, capable of balancing strategic vision with hands-on execution.
• Self-starter with exceptional organizational skills and a track record of managing multiple priorities under tight deadlines.

Personal Characteristics

• Strategic and analytical – Understands both the details and the bigger financial picture that drives business growth.
• Entrepreneurial mindset – Thrives in a fast-moving, high-change environment and brings creative solutions to complex problems.
• Collaborative leader – Builds trust and strong partnerships across functions; mentors with empathy and clarity.
• Results-driven – Focused on outcomes, continuous improvement, and value creation.
• Hands-on and proactive – Willing to roll up sleeves to implement and optimize processes.

Benefits

• Medical Insurance
• Dental and Vision Insurance
• Supplemental Insurance
• Paid Time Off (starts accruing immediately)
• 401k up to 4% employer match
• Paid Holidays