Director of Strategic Finance

Intercare Holdings Insurance Services

Director of Strategic Finance at AvonRisk, overseeing M&A diligence and strategic finance function building. Engaging across business units to drive financial insights and strategic planning.

Posted 5/8/2026full-timeRemote • 🇺🇸 United StatesLead💰 $165,000 - $185,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as AvonRisk’s lead finance executive on all M&A transactions, owning the end-to-end financial due diligence process from initial screening through close.
Build and maintain acquisition valuation models including DCF, comparable company analysis, and precedent transaction analysis tailored to the TPA and specialty insurance services sector.
Lead financial, operational, and commercial due diligence workstreams, coordinating with legal, outside advisors, and target management teams.
Prepare and present investment memoranda, deal summaries, and board-ready materials for each acquisition opportunity.
Develop post-acquisition integration financial frameworks, including Day 1 reporting, synergy tracking, and financial performance benchmarks.
Maintain an active pipeline model and screening criteria for prospective acquisition targets, including financial health assessment and strategic fit scoring.
Manage relationships with investment bankers, outside legal counsel, and other deal-side advisors across active and prospective transactions.
Own the annual budgeting and long-range planning (LRP) process, working directly with the CFO and business unit leaders to build a consolidated 3- to 5-year financial plan.
Develop and maintain integrated financial models covering AvonRisk’s fee-based TPA revenue structure, operating expenses, and margin profile.
Build scenario and sensitivity models to support major strategic decisions, including new program launches, geographic expansion, and capital allocation.
Prepare executive and board-level financial presentations, translating complex data into clear strategic narrative.
Lead program-level profitability analysis, including margin attribution by client, line of business, and claims program.
Partner with Claims and Operations leadership to identify cost drivers, efficiency opportunities, and levers to improve program margins.
Support pricing and contract negotiations with rigorous financial analysis of program economics and risk-adjusted returns.
Develop proforma financial models for new business opportunities, assessing revenue potential, cost structure, and investment requirements.
Design and own AvonRisk’s management reporting framework, including monthly financial packages for the CFO and CEO covering revenue, margins, and operational KPIs.
Lead monthly variance analysis against budget and prior period, with executive-ready commentary on drivers and forward-looking outlook.
Build and maintain KPI dashboards that provide real-time visibility into business performance across service lines and client programs.
Partner with Accounting to ensure alignment between management reporting and GAAP financials.
Serve as a trusted finance partner to the CEO, COO, Head of Claims, and other senior leaders, providing financial support and analytical rigor for key decisions.
Champion the adoption of financial planning tools, reporting automation, and data infrastructure to build a scalable finance function.
Represent Finance in cross-functional initiatives including technology implementations, client onboarding, and organizational development projects.

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.
8+ years of progressive finance experience, with a strong track record in M&A, investment banking, private equity, or corporate development.
Demonstrated experience leading or co-leading financial due diligence on acquisitions, including building valuation models, managing diligence workstreams, and presenting to executive stakeholders.
Expertise in financial modeling, scenario analysis, and long-range planning.
Highly self-sufficient and comfortable operating as an individual contributor in a lean, entrepreneurial environment.
Strong executive presence with the ability to communicate complex financial analyses clearly to C-suite audiences and board members.
Excellent project management and organizational skills, with the ability to manage multiple active deals and planning cycles simultaneously.
Advanced Excel proficiency; comfort with financial planning tools and data visualization platforms.
MBA or CFA designation preferred.

Benefits

Comp & perks

Competitive base salary commensurate with experience, plus annual performance bonus tied to individual and company results.
Comprehensive benefits package including medical, dental, vision, and life insurance.
401(k) with company match.
Generous paid time off, including company holidays.
Hybrid work flexibility following onboarding period.
Direct access to executive leadership and a seat at the table on AvonRisk’s most consequential strategic decisions.
A high-growth, entrepreneurial environment where your work has immediate and visible impact on the direction of the business.

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Hard Skills & Tools

financial due diligencevaluation modelsDCFcomparable company analysisprecedent transaction analysisfinancial modelingscenario analysislong-range planningprofitability analysisfinancial performance benchmarks

Soft Skills

executive presencecommunicationproject managementorganizational skillsanalytical rigorself-sufficiencyleadershipcollaborationstrategic thinkingpresentation skills

Certifications

Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsMBACFA