Partner Success Manager
Net at Work
ERP
Salary
💰 $200,000 - $250,000 per year
Job Level
SeniorLead
Tech Stack
ERP
About the role
- 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)
Requirements
- 7+ years of finance leadership experience in a private equity backed insurance brokerage or distribution company
- Strong accounting background and controllership fundamentals
- Track record in M&A transactions and post-merger integrations
- Experience implementing new ERP systems (NetSuite, Sage or similar), particularly in resource-constrained, PE-backed environments
- Familiarity with AMS systems (e.g. Applied Epic) and commission reconciliation processes preferred
- Deep expertise in FP&A, cash flow forecasting, financial modeling and board and lender reporting
- Track record of building scalable finance functions and working with PE-backed companies
- Hands-on experience with HR oversight and third-party HR management
- Preference for Miami area or greater Florida; open to hybrid travel setup
