Strategic CFO | Automation-Focused, High-Visibility Leader

Insure Stack; Florida; On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Competitive Base Salary

Full Benefits Package

Robust Bonus Plan

High Visibility to Leadership

Growth and Advancement

Autonomy to shape department

Job summary

Insure Stack, a privately held growth-oriented tech/insurance conglomerate, seeks a seasoned Chief Financial Officer to lead the corporate accounting function across the group. The CFO will oversee end-to-end accounting, drive audit procedures, and partner with operations, finance, and external vendors to optimize reporting and processes.

The ideal candidate has 12–15 years of progressive accounting experience, CPA, strong leadership, and a proven automation focus to improve efficiency.

Qualifications

• 12-15 years of progressive accounting experience
• CPA license required
• Experience leading a team of accountants
• GAAP and insurance accounting knowledge
• Automation focus in accounting processes

Responsibilities

• Develop and oversee the Accounting Department structure, goals and performance standards.
• Lead 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 regulations.
• Oversee monthly, quarterly and year-end financial reports and closing of books.
• Build, train, and mentor a team of accountants and bookkeepers.
• Collaborate with IT for finance system optimization.
• Design audit processes to ensure accurate payments and prevent discrepancies.
• Analyze cost activities and identify efficiency opportunities.

Skills

Leadership

Mentoring

Strategic thinking

Analytical skills

Cross-functional collaboration

Education

Bachelor's or Master's degree in Accounting, Finance, or Business Administration

Tools

QuickBooks

Sage

Salesforce

Job description

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, automation focus, 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.