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Chief Financial Officer (CFO) – Insurance Agency Roll-Up | PE-Backed
Chief Financial Officer (CFO) – Insurance Agency Roll-Up | PE-BackedUrrly • Columbus, OH, United States
Chief Financial Officer (CFO) – Insurance Agency Roll-Up | PE-Backed

Chief Financial Officer (CFO) – Insurance Agency Roll-Up | PE-Backed

Urrly • Columbus, OH, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Earn $200k–$250k + equity while building finance from scratch.

Chief Financial Officer (CFO)

  • Location / Type : Miami / FL preferred
  • Remote / Hybrid (ET / CT)
  • Travel ~2x / month
  • Pay : $200,000–$250,000 base + equity
  • Schedule : Full-time; ET / CT collaboration windows
  • Impact : Own reporting, cash, and systems so the business can scale fast.

What you’ll do

  • Build monthly close and cash controls (fewer surprises)
  • Stand up weekly / monthly reporting and board packs
  • Drive budget and 2026 planning with CEO
  • Pick and implement ERP (NetSuite / Sage)
  • Migrate from QuickBooks; clean revenue recognition
  • Lead post-close integration across finance / AMS / HR
  • Forecast cash; support debt vs. cash funding decisions

    • Must-haves

  • 7+ years in PE-backed insurance distribution
  • Hands-on controllership; agency bill know-how
  • ERP implementation (NetSuite / Sage or similar)
  • M&A diligence and integration reps
  • FP&A and cash forecasting depth
  • ET / CT time zone; willing to travel ~2x / month

    • Nice to have

  • AMS experience (Applied Epic; commission reconciliation)
  • Board / lender reporting ownership

    • Perks & pay

  • Pay : $200,000–$250,000 base
  • Equity : Meaningful upside at exit
  • Benefits : Health insurance
  • Benefits : Retirement plan
  • Tools : Lead ERP / AMS selection and rollout

    • Schedule & setup

  • Full-time; core hours on ET / CT
  • Remote / hybrid; Miami / FL preferred
  • Travel every other week as needed

    • You’ll scale a lean function into a platform finance engine. Your work reduces close time, unlocks clean cash views, and cuts reliance on costly fractional support. Own the roadmap day one.

    You like pace and ownership. You start, finish, follow through.

    At Urrly, fairness matters. We use AI to review every application against the same clear requirements for the role. This means every candidate is evaluated on job-related factors like skills, certifications, and experience—not on personal attributes such as gender, race, age, or background. Our goal is to create a more objective, consistent, and equal opportunity hiring process for all applicants.

    Apply Today to own the build, work hybrid-remote, and earn equity upside.

    #J-18808-Ljbffr

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    Chief Financial Officer Cfo • Columbus, OH, United States

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