CFO

Job Description

Job Description We are looking for an accomplished Chief Financial Officer to join a marketplace insurance organization in Miami, Florida. This executive will guide the company’s financial strategy while providing steady leadership during a potential sale process and positioning the business for its next stage of growth. The role combines high-level strategic oversight with day-to-day operational leadership across reporting, compliance, controls, and finance team development.

Responsibilities:
• Direct the financial workstream for a potential company sale, including diligence planning, investor and buyer support, and coordination with external advisory partners.
• Create and refine financial models and supporting analysis that clearly explain business performance, growth drivers, and value creation opportunities.
• Strengthen accounting processes, internal controls, and risk management practices to ensure accurate reporting and audit readiness.
• Oversee compliance across applicable tax and regulatory requirements, including obligations spanning multiple states.
• Improve the speed, consistency, and quality of monthly close activities, management reporting, and performance tracking.
• Partner closely with executive leadership to support strategic planning, decision-making, and long-range financial infrastructure development.
• Lead, mentor, and scale a lean finance function capable of supporting both current operations and future expansion.
• Prepare the organization for a smooth transition under new ownership, including integration readiness and financial documentation standards.• At least 10 years of progressive leadership experience in finance, accounting, or corporate financial management.
• Prior experience serving as a CFO, VP of Finance, or in a comparable senior finance leadership position.
• Demonstrated success leading the finance function through a sell-side merger, acquisition, or similar transaction.
• Strong command of financial modeling, quality of earnings analysis, working capital management, and transaction structures.
• Deep knowledge of U.S. accounting standards, financial controls, and multi-state tax compliance requirements.
• Experience operating effectively in fast-moving, entrepreneurial, or high-growth business environments.
• Preferred background in insurance, fintech, travel insurance, or another regulated industry.
• Preferred familiarity with marketplace, aggregator, or performance-driven business models and external transaction advisors.