Director of Finance and Accounting

Job type: Full Time (Exempt) Location: 3131 Camino del Rio N, Ste 650, San Diego, CA 92108 Schedule: In office full time for the first 6 months, then three (or more) days in office per week. Role Summary Team Risk Management Strategies is looking for a strategic and hands‑on leader responsible for overseeing the company’s full financial function, including accounting operations, financial planning & analysis, reporting, compliance and internal controls. The role plays a critical part in driving financial performance and supporting executive decision making. The Director of Finance and Accounting will report to the COO and serve as a central point of contact for leadership, translating complex financial data into actionable insights. Responsibilities Lead the company’s annual budgeting, forecasting, and long‑range financial planning processes. Develop and maintain robust financial models to support strategic initiatives and profitability analysis. Deliver monthly and quarterly financial reporting packages, including variance analysis and actionable insights. Partner with executive leadership to provide data‑driven recommendations on growth, cost optimization, and operational efficiency. Analyze key services metrics such as ARR/MRR, client retention, unit economics, and gross margin. Build dashboards and KPIs to monitor financial and operational performance. Serve as a trusted advisor to the executive team on financial strategy and business performance. Partner cross‑functionally with Client Partnership, Operations, and HR to align financial goals with business objectives. Provide financial oversight on pricing strategies, contract structuring, and client profitability. Lead and mentor a high‑performing finance & accounting team, fostering a culture of accountability and continuous improvement. Drive financial discipline and scalability to support rapid growth and evolving business needs. Maintain and enhance internal controls, policies, and procedures to ensure audit readiness and risk mitigation. Manage external audits, tax filings, and regulatory reporting requirements. Oversee multi‑entity and multi‑state compliance, including license renewals and financial regulations. Drive automation and system optimization across accounting processes. Qualifications Bachelor’s degree in Accounting, Finance, or related field. 7+ years of progressive experience in finance and accounting, with at least 3 years in a leadership role. Experience in a payroll, HR services, PEO, or services‑based company is highly preferred. Advanced financial modeling and forecasting capabilities in Excel. Strong understanding of service‑based and recurring revenue business models. Ability to translate complex financial data into clear insights and strategic recommendations. Experience with ERP systems (e.g., NetSuite), BI tools (e.g., Power BI), payroll platforms and other systems. Proven ability to lead, scale, and develop finance teams in a high‑growth environment. Strong executive presence with the ability to influence and communicate across all levels. High attention to detail with a strategic mindset. Ability to balance hands‑on execution with big‑picture thinking. Benefits and Compensation Compensation: $150,000 – $175,000 annually (California pay range). Additional factors may apply. Benefits include company‑sponsored medical, dental, and vision plans for employees and dependents, 401(k) participation with match after 1 month of service, wellness program, learning development program, life insurance, long‑term disability coverage, charitable contribution matching, volunteer time off, and employee assistance program. Accrued vacation and sick time, 12 paid federal holidays, daily catered meals, weekly massages, onsite fitness center, fully stocked pantry, free parking, and more for on‑site team members. Note: This role is based in California. Equal Employment Opportunity TEAM Risk Management Strategies, LLC is an equal‑opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation, or any other protected characteristic under local, state, or federal law. #J-18808-Ljbffr TEAM Risk Management Strategies