Position Overview

As a key member of the executive leadership team, the Chief Financial Officer will report to the President and assume a strategic role in the overall management of the Agency. The CFO will lead financial strategy, planning, and execution across the organization, with a particular focus on scaling this high-growth insurance broker, executing M&A, and optimizing capital structure to support long-term value creation for shareholders, partners, and employees.

Responsibilities

• Strategic Financial Leadership: Partner with the executive team to develop and execute financial strategies (including cash and working capital management) that support organic and inorganic growth, profitability, and long-term value creation. Provide insight into revenue quality, commission/fee mix, producer compensation, and EBITDA performance across the portfolio.
• Scaling & Infrastructure: Build and mature financial processes, systems, and internal controls to support a rapidly growing, data-driven organization. Lead the evolution of the finance function from foundational to scalable — including reporting, analytics, integrations of acquired business, and standardized policies across the organization.
• M&A and Capital Strategy: Help shape and execute the non-organic growth strategy through M&A — including financial diligence, valuation and deal modeling, capital structuring, and post-close integration (systems, reporting, and compensation alignment). Lead banking and capital provider relationships and manage capital strategies (including debt and equity) to fund acquisitions while maintaining appropriate leverage and liquidity.
• Financial Planning & Analysis: Own timely and accurate budgeting, forecasting, and long-term financial modeling to inform strategic decision-making. Implement scenario planning around growth, M&A, and capital structure to help the executive team make trade-off decisions on investments, acquisitions, and perpetuation initiatives.
• Perpetuation Program: Lead the perpetuation and ownership program, including valuation processes, capital modeling, and the design of clear, attractive pathways to ownership for employees. Ensure the program supports retention, succession planning, and long-term firm independence/value realization.
• Reporting & Compliance: Oversee financial reporting, audit, and regulatory compliance to ensure accuracy, timeliness, and transparency. Maintain strong relationships with key partners, lenders, and other stakeholders; ensure that financial practices meet all relevant insurance, financial, and tax regulations.

Skills and Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA and/or MBA preferred.
• 10+ years of progressive finance leadership experience in a high-growth and/or M&A-intensive environment strongly preferred.
• Proven track record scaling financial operations, teams, and systems to support organizational growth, including experience with debt financing and capital provider relationships.
• Demonstrated experience leading or supporting M&A transactions (from diligence and valuation through integration).
• Excellent communication, leadership, and stakeholder management skills, with the ability to influence at the executive and board levels.
• Entrepreneurial, hands-on, and analytical mindset with the ability to balance strategic vision and deep operational execution.

Ideal CFO Profile:

• Seeking a candidate of strong character, someone who is committed to personal and family values with strong ties in the Atlanta community. 
• An individual who is proactive, assertive and enjoys thinking ahead and building program plans.
• A process-oriented person with strong analytical skills.  An expert problem solver and one who is enthusiastic about growing, changing environments. The right candidate has the perfect balance of process management and people leadership. Someone who is passionate about the data and exact nature of the finance department-but not at the expense of leadership principles aligned to the Agency culture and commitment to personal growth.
• A strong attention to detail-with careful consideration of consequences and communicates expertly through data analytics.

Salary/Compensation

• Salary: Commensurate with experience+ bonus 
• Comprehensive benefits package to support your health and well-being.
• 401(k) retirement plan
• Hybrid remote work option 

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

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We are seeking a seasoned accounting leader with 7–10 years of experience, ideally within the insurance industry. The ideal candidate has hands-on expertise with AMS360 and a proven ability to manage the full accounting function of an insurance agency, including commissions, carrier reconciliations, and constant reserving. This role requires someone who is both strategic and willing to dive into the details — able to handle the books themselves while also providing financial leadership and long-term vision.

You will oversee a small, capable team (one Accounting Manager and one part-time Accounting Assistant), while coordinating with outside AMS consultants and other vendors. Beyond day-to-day operations like payroll (ADP), month-to-month reporting, and QuickBooks management, you’ll provide the leadership and strategic insights needed to support growth across sister companies.

This position is ideal for someone who is aspirational toward a CFO track, capable of managing relationships with banks, credit unions, and external stakeholders, and motivated to bring structure and scalability to an agency’s financial operations.

Key Experience & Skills:

• 7+ years of accounting/finance experience, with a strong background in the insurance sector

• Hands-on expertise in AMS360 and QuickBooks

• Leadership ability to manage and mentor small teams while also rolling up sleeves when needed

• Experience managing commissions, carrier payments, and insurance-specific reconciliations

• Strong month-to-month accounting and financial reporting skills

• Familiarity with payroll systems (ADP)

• Strategic mindset with aspirations to move into a CFO-level role

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