Chief Financial Officer (Tamarac)
Insure Stack, Fort Lauderdale, FL, United States
Position Summary:
A privately held, growth-oriented tech company is seeking a seasoned Chief Financial Officer to lead its corporate accounting function. The CFO is responsible for overseeing all of the companies in the conglomerate’s accounting functions to ensure timely, accurate, and compliant reporting. This role manages the accounting team responsible for the accounting life cycle from end to end and is also responsible for implementing financial audit procedures. The CFO works closely with operations, finance, and external vendors to optimize the financial reporting and accounting processes. The ideal candidate will bring a blend of technical accounting expertise, operational leadership, and a proactive mindset.
Key Responsibilities:
·
Develop and oversee the Accounting Department, including setting structure, goals, and performance standards.
·
Lead and manage all accounting operations including billing, AR/AP, payroll, inventory, and general ledger
·
Support budgeting, forecasting, and strategic financial planning
·
Ensure compliance with federal, state, local, and insurance regulatory bodies tax requirements
·
Ensure the timely payment of all invoices and bills
·
Oversee the monthly, quarterly, and year-end financial reports and closing of the books
·
Prepare financial statements on a regular basis and ad-hoc as needed for business reasons
·
Build, train, and mentor a team of Accountants and Bookkeepers
·
Act as a liaison with IT for finance system optimization
·
Design audit processes to ensure payments are accurately made and no over or under payments occur
·
Collaborate with other division/business unit leaders to analyze their cost activities and identify opportunities for efficiency
·
Support budgeting, forecasting, and strategic financial planning
Qualifications:
Required:
·
12-15 years of progressive accounting experience (preferably in technology or insurance).
·
With at least 3 years of experience as a controller and in leading a team
·
In-depth understanding of financial reporting, insurance accounting, and GAAP requirements
·
Strong leadership, mentoring, and organizational skills.
·
CPA License Required
·
Automation focus and experience in automating processes
·
Bachelor’s or Master’s degree in Accounting, Finance, or Business Administration
Preferred:
·
Experience in accounting for tech companies or insurance operations ideally trucking insurance operations or public accounting experience with franchise accounting experience
·
Familiarity with agency management systems (Salesforce, Now Certs, or Similar)
·
Familiarity with Accounting Systems (Quick Books, Sage, Salesforce, or similar)
Key Competencies:
·
Strategic and operational leadership.
·
Strong business and financial acumen.
·
Analytical and problem-solving skills.
·
Ability to manage cross-functional teams.
·
High level of integrity and accountability.
·
High Degree of Confidentiality
·
Exceptional organizational and time-management skills.
Working Conditions:
·
Office-based with standard business hours.
·
Occasional extended hours during audits, month/quarterly/year end, or operational rollouts.
·
Limited travel required for vendor, carrier, or regulatory meetings.
What we offer:
·
Competitive Base Salary & Full Benefits Package.
·
Robust Bonus Plan.
·
High Visibility to Leadership.
·
Strong Opportunity for Growth and Advancement.
·
Ability to make a true impact and high autonomy to build the accounting department your way.
A privately held, growth-oriented tech company is seeking a seasoned Chief Financial Officer to lead its corporate accounting function. The CFO is responsible for overseeing all of the companies in the conglomerate’s accounting functions to ensure timely, accurate, and compliant reporting. This role manages the accounting team responsible for the accounting life cycle from end to end and is also responsible for implementing financial audit procedures. The CFO works closely with operations, finance, and external vendors to optimize the financial reporting and accounting processes. The ideal candidate will bring a blend of technical accounting expertise, operational leadership, and a proactive mindset.
Key Responsibilities:
·
Develop and oversee the Accounting Department, including setting structure, goals, and performance standards.
·
Lead and manage all accounting operations including billing, AR/AP, payroll, inventory, and general ledger
·
Support budgeting, forecasting, and strategic financial planning
·
Ensure compliance with federal, state, local, and insurance regulatory bodies tax requirements
·
Ensure the timely payment of all invoices and bills
·
Oversee the monthly, quarterly, and year-end financial reports and closing of the books
·
Prepare financial statements on a regular basis and ad-hoc as needed for business reasons
·
Build, train, and mentor a team of Accountants and Bookkeepers
·
Act as a liaison with IT for finance system optimization
·
Design audit processes to ensure payments are accurately made and no over or under payments occur
·
Collaborate with other division/business unit leaders to analyze their cost activities and identify opportunities for efficiency
·
Support budgeting, forecasting, and strategic financial planning
Qualifications:
Required:
·
12-15 years of progressive accounting experience (preferably in technology or insurance).
·
With at least 3 years of experience as a controller and in leading a team
·
In-depth understanding of financial reporting, insurance accounting, and GAAP requirements
·
Strong leadership, mentoring, and organizational skills.
·
CPA License Required
·
Automation focus and experience in automating processes
·
Bachelor’s or Master’s degree in Accounting, Finance, or Business Administration
Preferred:
·
Experience in accounting for tech companies or insurance operations ideally trucking insurance operations or public accounting experience with franchise accounting experience
·
Familiarity with agency management systems (Salesforce, Now Certs, or Similar)
·
Familiarity with Accounting Systems (Quick Books, Sage, Salesforce, or similar)
Key Competencies:
·
Strategic and operational leadership.
·
Strong business and financial acumen.
·
Analytical and problem-solving skills.
·
Ability to manage cross-functional teams.
·
High level of integrity and accountability.
·
High Degree of Confidentiality
·
Exceptional organizational and time-management skills.
Working Conditions:
·
Office-based with standard business hours.
·
Occasional extended hours during audits, month/quarterly/year end, or operational rollouts.
·
Limited travel required for vendor, carrier, or regulatory meetings.
What we offer:
·
Competitive Base Salary & Full Benefits Package.
·
Robust Bonus Plan.
·
High Visibility to Leadership.
·
Strong Opportunity for Growth and Advancement.
·
Ability to make a true impact and high autonomy to build the accounting department your way.