Fractional CFO (Contract – On-Site | San Carlos, CA | Insurance/Small Business Focus)

Nadler Insurance, Inc.; San Carlos (CA); Hybrid; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a Fractional CFO to modernize financial operations and drive growth. This contract position offers an exciting opportunity to work closely with leadership, transitioning from traditional bookkeeping to digital systems. You'll play a crucial role in managing finances, providing strategic advice, and supporting decision-making processes. With flexible working options and a focus on collaboration, this role is perfect for a finance professional eager to make a significant impact in a supportive environment. Join a company that values trust and personal service while investing in its future.

Benefits

Monthly health stipend

Hybrid flexibility after onboarding

Qualifications

• Experience as a CFO, Controller, or Senior Accountant in small business or insurance.
• Self-starter who enjoys building structure and improving workflows.

Responsibilities

• Lead transition from paper-based to digital accounting systems.
• Prepare monthly reporting and cash forecasts for agency leadership.

Skills

Trust Accounting

Small Business Finance

Digital Accounting Systems

Financial Reporting

Cash Flow Management

M&A Planning

Strategic Advising

Workflow Improvement

Education

CPA

MBA

Tools

QuickBooks Online

Job description

Fractional CFO (Contract – On-Site | San Carlos, CA | Insurance/Small Business Focus)

Fractional CFO (Contract – On-Site | San Carlos, CA | Insurance/Small Business Focus)

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About the Role

Nadler Insurance, a fourth-generation independent insurance agency based in San Carlos, CA, is seeking a detail-driven, strategic, and collaborative Fractional CFO to help modernize our financial operations and guide long-term business growth.

This is a contractor position, working primarily on-site in San Carlos with the potential for hybrid flexibility after onboarding. You'll work directly with our leadership team — including father-son duo Paul and Zach Nadler — to bring paper-based bookkeeping into the digital age, establish efficient systems, and ensure financial visibility as we grow.

Key Responsibilities

• Lead the agency’s transition from paper-based to digital accounting systems (e.g., QuickBooks Online)
• Manage trust accounting, cash flow tracking, premium finance oversight, and carrier commission reconciliations
• Prepare and present monthly reporting, cash forecasts, and profit analysis to agency leadership
• Collaborate with Paul and Zach to support decision-making, M&A planning, and operational improvements
• Serve as a strategic advisor while still engaging in the hands-on work that drives results
• A finance professional with experience as a CFO, Controller, or Senior Accountant in a small business or insurance/financial services environment
• A self-starter who enjoys building structure, improving workflows, and partnering directly with owners
• Someone comfortable working on-site, building relationships, and helping legacy operations evolve
• Expertise in trust accounting, small business finance, and transitioning legacy processes into modern, digital systems
• CPA or MBA a plus, but not required

Compensation

• Contract hourly rate: $80–$120/hr, based on experience
• Estimated workload: 10–24 hours/week to start, with room to scale
• Monthly health stipend available after onboarding
• Hybrid flexibility available once core systems and routines are established

Why Work With Us?

• Nadler Insurance has been helping families and businesses grow through generations since 1927. We're proud of our long-standing reputation for trust, advocacy, and personal service. As we expand, we’re investing in systems and people to support the future — while staying rooted in the values that got us here. This is a rare chance to make a real impact in a role that blends strategy, autonomy, and meaningful partnership.

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Contract

Job function

• Job function

  Finance and Sales

• Industries

  Insurance

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