Director of Finance and Accounting

TEAM Risk Management Strategies

Director of Finance and Accounting overseeing financial operations at TEAM Risk Management Strategies. Leading budgeting, forecasting, and strategic financial planning for a high-growth company.

Posted 6/12/2026full-timeSan Diego • California • 🇺🇸 United StatesLead💰 $150,000 - $175,000 per yearWebsite

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & perks

Company-sponsored medical, dental, and vision plan for employees and their dependents
401(k) participation and match after 1 month of continuous service
Wellness program
Learning development program
Life insurance
Long-term disability coverage
Charitable contribution matching
Volunteer time off
Employee assistance program
Accrued vacation time and sick time
12 paid federal holidays
Daily catered meals for San Diego office team members
Weekly massages
Onsite fitness center
Fully stocked pantry
Happy hours
Free parking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingforecastingvariance analysisdata-driven recommendationsKPI developmentfinancial oversightaudit readinessrisk mitigationcomplianceautomation

Soft Skills

leadershipmentoringstrategic thinkingcommunicationinfluenceattention to detailaccountabilitycontinuous improvementcollaborationproblem-solving

Certifications

Bachelor’s degree in AccountingBachelor’s degree in Financerelated field degree