TEAM Risk Management Strategies

Financial Planning and Analysis

• 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, gross margin, etc.
• 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

Director of Finance and Accounting