Urrly

Chief Financial Officer – PE-backed P&C Insurance Agency Platform

Urrly

full-time

Posted on:

Location Type: Hybrid

Location: Columbus • Ohio • United States

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Salary

💰 $200,000 - $250,000 per year

Job Level

Lead

Tech Stack

ERP

About the role

  • Own reporting, cash, and systems to scale the business fast.
  • Build monthly close and cash controls.
  • Stand up weekly and monthly reporting and board packs.
  • Drive budget and 2026 planning with the CEO.
  • Select and implement an ERP (NetSuite, Sage, or similar).
  • Migrate from QuickBooks and clean up revenue recognition.
  • Lead post-close integration across finance, AMS, and HR.
  • Forecast cash and support debt vs. cash funding decisions.

Requirements

  • 7+ years in PE-backed insurance distribution
  • Hands-on controllership experience with agency bill know-how
  • ERP implementation experience (NetSuite, Sage, or similar)
  • M&A diligence and post-close integration experience
  • Deep FP&A and cash forecasting capability
  • ET/CT time zone alignment and willingness to travel ~1–2x/month
Benefits
  • Health insurance
  • Retirement plan
  • Performance-based bonus
  • Meaningful equity upside at exit
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
cash forecastingFP&AM&A diligencepost-close integrationERP implementationrevenue recognitionbudget planningfinancial reportingagency billingfinancial controls
Soft Skills
leadershipcommunicationorganizational skillscollaborationstrategic planning