CFO

CFO

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 (FP&A)

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 & Ownership 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.

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.

Accountability Measures

• Values Alignment:
Demonstrates and reinforces values (Accountable, Authentic, Curious, Engaged) in decision-making and leadership style.

• Execution of Strategic Priorities:
Consistently sets, aligns, and delivers on annual goals and quarterly priorities; ensures executive team–driven programs are launched on time and achieve defined outcomes.

• Growth & Profitability:
Supports revenue and EBITDA growth targets through disciplined financial planning, pricing/commission insight, and expense management. EOS Leadership:
Actively leads and models EOS disciplines (L10 meetings, scorecards, rocks, issues solving) and ensures the finance team are engaged and accountable within the EOS framework.

• Reporting & Insight:
Ensures accurate, timely financial reporting and forward-looking modeling; provides clear, actionable insights that inform strategic and operational decisions

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