Senior Director, Deals Desk
DTEX Systems
ERP
Chief Financial Officer – Insurance Agency Roll-Up
Urrly
full-time
Posted on:
Location Type: Hybrid
Location: Columbus • Florida, Ohio • 🇺🇸 United States
Visit company websiteSalary
💰 $200,000 - $250,000 per year
Job Level
Lead
Tech Stack
ERP
About the role
- Own reporting, cash, and systems so the business can scale fast
- Build monthly close and cash controls (fewer surprises)
- Stand up weekly/monthly reporting and board packs
- Drive budget and 2026 planning with CEO
- Pick and implement ERP (NetSuite/Sage) and migrate from QuickBooks; clean revenue recognition
- Lead post-close integration across finance/AMS/HR
- Forecast cash and support debt vs. cash funding decisions
- Scale a lean function into a platform finance engine and reduce reliance on fractional support
- Collaborate on ET/CT windows and travel ~2x/month as needed
Requirements
- 7+ years in PE-backed insurance distribution
- Hands-on controllership; agency bill know-how
- ERP implementation (NetSuite/Sage or similar)
- M&A diligence and integration experience
- FP&A and cash forecasting depth
- ET/CT time zone availability
- Willingness to travel ~2x/month
- Nice to have: AMS experience (Applied Epic; commission reconciliation)
- Nice to have: Board/lender reporting ownership
Benefits
- Pay: $200,000–$250,000 base
- Equity: Meaningful upside at exit
- Health insurance
- Retirement plan
- Remote/hybrid work (Miami/FL preferred)
- Schedule: Full-time; ET/CT collaboration windows
- Tools: Lead ERP/AMS selection and rollout
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
cash forecastingFP&AM&A diligenceERP implementationrevenue recognitioncontrollershipagency billingfinancial reportingbudget planningintegration experience
Soft skills
collaborationleadershiporganizational skillscommunicationstrategic planning
