Chief Financial Officer

Job Description

Position Overview

As a key member of the executive leadership team the Chief Financial Officer will report to the President and assume a strategic role in the overall management of the Agency. The CFO will lead financial strategy planning and execution across the organization with a particular focus on scaling this high-growth insurance broker executing M&A and optimizing capital structure to support long-term value creation for shareholders partners and employees.

Responsibilities

• Strategic Financial Leadership: Partner with the executive team to develop and execute financial strategies (including cash and working capital management) that support organic and inorganic growth profitability and long-term value creation. Provide insight into revenue quality commission/fee mix producer compensation and EBITDA performance across the portfolio.
• Scaling & Infrastructure: Build and mature financial processes systems and internal controls to support a rapidly growing data-driven organization. Lead the evolution of the finance function from foundational to scalable including reporting analytics integrations of acquired business and standardized policies across the organization.
• M&A and Capital Strategy: Help shape and execute the non-organic growth strategy through M&A including financial diligence valuation and deal modeling capital structuring and post-close integration (systems reporting and compensation alignment). Lead banking and capital provider relationships and manage capital strategies (including debt and equity) to fund acquisitions while maintaining appropriate leverage and liquidity.
• Financial Planning & Analysis: Own timely and accurate budgeting forecasting and long-term financial modeling to inform strategic decision-making. Implement scenario planning around growth M&A and capital structure to help the executive team make trade-off decisions on investments acquisitions and perpetuation initiatives.
• Perpetuation Program: Lead the perpetuation and ownership program including valuation processes capital modeling and the design of clear attractive pathways to ownership for employees. Ensure the program supports retention succession planning and long-term firm independence/value realization.
• Reporting & Compliance: Oversee financial reporting audit and regulatory compliance to ensure accuracy timeliness and transparency. Maintain strong relationships with key partners lenders and other stakeholders; ensure that financial practices meet all relevant insurance financial and tax regulations.

Skills and Qualifications

• Bachelors degree in Accounting Finance or related field; CPA and/or MBA preferred.
• 10 years of progressive finance leadership experience in a high-growth and/or M&A-intensive environment strongly preferred.
• Proven track record scaling financial operations teams and systems to support organizational growth including experience with debt financing and capital provider relationships.
• Demonstrated experience leading or supporting M&A transactions (from diligence and valuation through integration).
• Excellent communication leadership and stakeholder management skills with the ability to influence at the executive and board levels.
• Entrepreneurial hands-on and analytical mindset with the ability to balance strategic vision and deep operational execution.

Ideal CFO Profile:

• Seeking a candidate of strong character someone who is committed to personal and family values with strong ties in the Atlanta community.
• An individual who is proactive assertive and enjoys thinking ahead and building program plans.
• A process-oriented person with strong analytical skills. An expert problem solver and one who is enthusiastic about growing changing environments. The right candidate has the perfect balance of process management and people leadership. Someone who is passionate about the data and exact nature of the finance department-but not at the expense of leadership principles aligned to the Agency culture and commitment to personal growth.
• A strong attention to detail-with careful consideration of consequences and communicates expertly through data analytics.

Salary/Compensation

• Salary: Commensurate with experience bonus
• Comprehensive benefits package to support your health and well-being.
• 401(k) retirement plan
• Hybrid remote work option

Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.

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