Our client is seeking a dynamic, detail-oriented CFO to provide outstanding customer service and virtual financial guidance services to their clients.

 

The ideal candidate will be comfortable with Zoom/Teams Calls and client-facing activities. This position will work with numerous independent insurance agencies across the country as their virtual, fractional Chief Financial Officer. 

 

The Ideal Candidate:

Confidentiality, high integrity and strong communication skills are a definite requirement. In addition, this person must be energetic, enthusiastic, engaging, detail-oriented, flexible, knowledgeable and timely.

Someone who is able to adapt to changing priorities, show high initiative and be able to work independently and with a team. 

 

Essential Duties and Responsibilities:

Client Tasks and Customer Relations

• You will assist in providing input on current client deliverables, new innovations and the development of future business strategies.

• Provide financial training and direction to clients so as to implement financial best practices within clients.

• You will interpret the clients results, develop recommendations, and offer strategic financial guidance.

• Adapt to ever changing conditions (client requirements, time sensitivity, special projects etc.) to see that assignments are completed to customer satisfaction and in the best interest of the company.

• Acts as point of contact for assigned clients on an ongoing basis and responds to client communications and requests.

 

Administrative Items

• Track weekly/monthly/annual goals and objectives for the role.

• Use Microsoft Outlook Calendar and video conferencing software for all internal and external interactions.

• Manage SOP’s through documentation of processes through video capture and written procedures.

 

Requirements:

• Minimum Bachelor’s degree in Accounting, Finance or similar field of study

• Must have a minimum of 5 years as a CFO, Director of Finance/Controller or similar position - preferably in an independent insurance agency

• A self-starter with the ability to prioritize tasks and work independently

• Strong work ethic, intense drive and initiative for quality and customer service

• Must be able to work nights, weekends and travel as needed

• Must have your own reliable vehicle and valid driver’s license

• Possess clean driving record, background check

 

Position Reports To: Company President

Currently, this is a full-time, exempt position.

Competitive Salary and Benefits