Hybrid Chief Financial Officer – Insurance Agency Roll-Up

Posted last week

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About the role

  • Own reporting, cash, and systems so the business can scale fast
  • Build monthly close and cash controls (fewer surprises)
  • Stand up weekly/monthly reporting and board packs
  • Drive budget and 2026 planning with CEO
  • Pick and implement ERP (NetSuite/Sage) and migrate from QuickBooks; clean revenue recognition
  • Lead post-close integration across finance/AMS/HR
  • Forecast cash and support debt vs. cash funding decisions
  • Scale a lean function into a platform finance engine and reduce reliance on fractional support
  • Collaborate on ET/CT windows and travel ~2x/month as needed

Requirements

  • 7+ years in PE-backed insurance distribution
  • Hands-on controllership; agency bill know-how
  • ERP implementation (NetSuite/Sage or similar)
  • M&A diligence and integration experience
  • FP&A and cash forecasting depth
  • ET/CT time zone availability
  • Willingness to travel ~2x/month
  • Nice to have: AMS experience (Applied Epic; commission reconciliation)
  • Nice to have: Board/lender reporting ownership

Benefits

  • Pay: $200,000–$250,000 base
  • Equity: Meaningful upside at exit
  • Health insurance
  • Retirement plan
  • Remote/hybrid work (Miami/FL preferred)
  • Schedule: Full-time; ET/CT collaboration windows
  • Tools: Lead ERP/AMS selection and rollout

Job title

Chief Financial Officer – Insurance Agency Roll-Up

Job type

Experience level

Lead

Salary

$200,000 - $250,000 per year

Degree requirement

No Education Requirement

Tech skills

Location requirements

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