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Summit Search Group is assisting a family-owned insurance brokerage in finding a Senior Finance leader to own the accounting function and modernize controls, reporting, systems, and processes. You will direct the accounting team, oversee payroll for 100+ employees across six locations, and deliver insights and recommendations to the executive team.
The ideal candidate holds a CPA (or near completion) and has 2+ years of progressive accounting experience in insurance or financial services, with
Our client is a family-owned insurance brokerage.
This is the senior finance seat in a growing, owner-led business. You'll report directly to the Director - IT, Admin and Finance and be the person leadership relies on to understand the numbers behind their growth. You'll own the accounting function, and you'll have real room to modernize how they do it: controls, reporting, systems, and process.
Financial leadership and controls
Reporting, budgeting, and insight
Compliance and operations
AI will not be used in the recruitment process.
This is a new position.
We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.