Financial Planning and Analysis

• Serve as Chief Financial Officer reporting directly to the CEO and lead the Company’s Finance function
• Build financial and operational infrastructure to support programmatic M&A, organic growth, and long-term sustainability
• Implement best-practice controllership and financial management; streamline the monthly close process
• Implement rigorous cash flow forecasting and improve internal spend and cash controls
• Lead and execute integration of add-on acquisitions, including finance systems, AMS, HR and centralized cash management
• Identify and capture synergies post-acquisition and provide pro forma reporting
• Develop repeatable financial and operational reporting packages with weekly, monthly, and quarterly cadence
• Codify and drive the annual budgeting process and partner with the CEO to refine the 2026 plan
• Review revenue recognition procedures and improve direct and agency bill commission reconciliation processes
• Evaluate migrating existing finance systems to an updated platform to enhance reporting, analysis and scalability
• Advise and execute on organic growth initiatives, add-on acquisitions, and capital allocation strategy
• Build a fit-for-purpose finance team and potentially take on additional functions over time (technology, licensing, legal)

CFO

Financial Solutions Advisor

Quantitative Finance Analyst

Senior Quantitative Finance Analyst – Scenario & Enterprise Risk Analytics

Financial Planning and Analysis Manager

Finance Manager