Director of Accounting and Finance

Director of Accounting & Finance

Location:

Atlanta, GA (Hybrid - 3 days onsite) Office:
North Park Town Center, 1200 Abernathy Rd NE, Suite 900, Building 600, Atlanta, GA 30328

Our client is a well-established insurance brokerage platform undergoing significant growth following a recent private equity investment. The business has a long-standing reputation in the insurance market and is entering an exciting phase of expansion through both organic growth and strategic acquisitions.

Current revenue is approximately $20M, with a target of reaching $50M by the end of 2026 and a longer-term goal of scaling to $150M within five years. As the business grows, significant investment is being made in infrastructure, systems, and talent to build a scalable, integrated finance function.

The organization offers an entrepreneurial, growth-oriented environment with strong leadership and a collaborative culture.

This is a highly visible finance leadership role with significant exposure to executive leadership and private equity stakeholders. Reporting into senior finance leadership, the Director of Accounting & Finance will play a critical role in supporting the business through rapid growth, operational scaling, and acquisition integration.

This role combines hands‑on operational finance leadership with strategic oversight. The successful candidate will be deeply involved in day‑to‑day finance operations while also helping shape the long‑term financial infrastructure of the business.

The role carries a strong focus on:

• FP&A
• Budgeting & forecasting
• Financial reporting
• Operational finance
• M&A integration
• Process improvement

This position is ideal for a strong Controller or finance leader ready to step into a broader, more strategic leadership role.

• Lead all core accounting and finance operations, including financial reporting, budgeting, forecasting, and cash flow management
• Drive FP&A activities to support business performance, strategic decision‑making, and leadership reporting
• Partner with executive leadership to provide financial insights and operational recommendations
• Build scalable financial processes, reporting infrastructure, and controls to support rapid growth
• Support acquisition onboarding, integration, and financial consolidation efforts
• Lead process improvement initiatives across finance and accounting operations
• Oversee financial systems, reporting tools, and data integrity across the organization
• Manage and develop the finance team as the business continues to expand
• Partner with corporate leadership and private equity stakeholders on strategic initiatives

• Currently operating at Controller, Director of Accounting, or Director of Finance level
• Experience working in an Insurance carrier or broker
• Strong accounting and finance leadership experience within an insurance brokerage or related environment strongly preferred
• Experience working in high-growth, acquisitive, or private equity-backed businesses
• Strong background in FP&A, budgeting, forecasting, and operational finance
• Experience supporting acquisitions, integrations, and business scaling initiatives
• Experience with agency management systems highly desirable

For a confidential discussion or to learn more, please contact Matt Labriola at Oliver James via  For this opportunity, we are happy to consider both local candidates to the Atlanta region, or relocators from across the US.