Chief Financial Officer

MSI

Chief Financial Officer responsible for financial oversight and performance at MSI, a leading MGA. Overseeing fiscal functions and driving business results through strategic financial planning.

Posted 6/4/2026full-timeRemote • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Oversee the organization's fiscal function and performance at all levels
Publish monthly, quarterly, and annual financial reports, including income statements, balance sheets, cash flow statements, and various other ad-hoc reports as needed
Oversee preparation of the Firm's regular federal, state, and local tax returns
Actively manage the balance sheet, ensuring all operational and strategic decisions are made after careful consideration of the short-term, medium-term, and long-term financial health of the business
Prepare budgets and forecasts and develop appropriate analytical tools to help proactively drive business results
Prepare the monthly Partner reporting package, including financial statements and forecasts, performance against plan, and management discussion and analysis
Ensure 100% credit agreement/covenant compliance; prepare all required lender reporting
Work with the operating company and business unit leadership team to develop key performance indicators, and create an operational dashboard to report on KPIs
Optimize the handling of banking relationships and monitor strategies to enhance cash position and maintain flexibility
Lead contracted IT staff and manage third-party vendors to support the Firm's technology needs
Provide direction and ultimate oversight of the annual review process by the Firm's third-party auditors
Evaluate, manage, and motivate direct reports with a strong emphasis on planning, organization, preparation, follow-up, and internal communication
Analyze M&A opportunities including the development of acquisition modeling, due diligence, and overall investment opportunity assessment
Partner with operating company leadership to provide ongoing strategic insight and planning around financial performance, growth, and overall success

Requirements

What you’ll need

5 years’ experience in senior finance leadership roles required
5+ years’ experience in senior finance leadership roles preferred
Demonstrated track record in one of the following: Private Equity, Investment Banking, Public Accounting, or as a Chief Financial Officer in a middle market professional services company with $15+ million of revenue
Background in working with professional services businesses
Experience with analyzing M&A transactions, including financial modeling, transaction execution, and diligence vendor management
Strong leadership skills with the ability to make complex decisions
Excellent financial skills, with the ability to detect trends from financial statements and provide analysis to senior leadership and managers to improve their decision-making ability
Well-developed problem-solving skills, with an emphasis on innovative and creative solutions that result in higher profitability
A self-starter who needs little direction; is highly self-motivated
Excellent communication skills, both oral and written
Results oriented and achievement motivated
Operates with high integrity, builds trust, quickly wins and sustains credibility in relationships with others
Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

Benefits

Comp & perks

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Hard Skills & Tools

financial reportingbudgetingforecastingfinancial analysisM&A analysisfinancial modelingtax preparationcredit agreement complianceperformance indicatorscash flow management

Soft Skills

leadershipproblem-solvingcommunicationdecision-makingself-motivationresults-orientedintegritytrust-buildingorganizational skillscollaboration