Director of Finance – AI & M&A Skills

Director of Finance – AI & M&A Skills | Insight Assurance — Remote

This is a high-impact, high-visibility Director of Finance role at an Inc. 5000 fast-growth audit firm — a compelling opportunity for a finance professional ready to step into a CFO-track position. You'll own the full finance function solo initially, with the mandate to build a team over time.

Compensation context: No salary is listed, but Director of Finance roles in US professional services at high-growth, PE-adjacent companies typically range $130,000–$180,000 base
, sometimes with equity or bonuses. The lack of a disclosed range is a minor yellow flag — worth clarifying early in the process.

• AI-augmented finance operations (Grok, Claude) — a genuinely differentiated and future-proof skillset
• Multi-entity consolidation with international FX and transfer pricing (Panama subsidiary)
• M&A diligence and integration accounting — high-value for PE-backed career paths
• Net Suite ownership and systems architecture at scale

Green flags: Founded by Big 4 alumni, strong brand recognition (Inc. 5000), explicit AI-first culture, global client base, and a mandate to build a team signals real career runway. The role touches board-level reporting — excellent executive visibility.

Potential red flags: This is a sole contributor role initially — expect a heavy workload during scale-up. No salary transparency. The role combines Controller and FP&A Director duties, which at some companies signals under-resourcing. Candidates should probe headcount plans and CFO accessibility during interviews.

Insight Assurance is a global audit firm on a mission to transform how organizations achieve cybersecurity and compliance. Founded by former Big 4 (EY) professionals, we deliver next-generation audit services across SOC 2, ISO 27001, PCI DSS (QSA), HITRUST, CMMC (C3

PAO), and FedRAMP (3

PAO) frameworks.

We're not your traditional audit firm — we're tech-enabled, leveraging compliance automation and advanced collaboration tools to make audits faster, smarter, and more impactful for our clients.

Recognized on the Inc. 5000 and Fast 50 lists, Insight Assurance is one of the fastest-growing global audit firms, with 170+ professionals supporting nearly 2,000 clients across the Americas, EMEA, and APAC.

The Role

A hands‑on, seasoned Director of Finance who owns accounting, consolidated reporting and FP&A execution, manages our external auditors, and uses AI to build a modern, efficient finance function.

What You Will Do

Accounting & Reporting

• Own the monthly close, delivering accurate, review‑ready GAAP financials.
• Own revenue recognition, invoicing, AR/AP, payroll accounting and departmental allocations.
• Prepare consolidated financial statements, including our Panama entity: intercompany eliminations, FX and transfer pricing support.
• Manage the annual external audit: PBC lists, auditor relationship, and timely, clean opinions.
• Coordinate tax support with outside CPAs and maintain strong internal controls.

FP&A

• Build and own the annual budget and rolling forecast models.
• Deliver monthly variance analysis (budget vs. actual) and KPI dashboards (margin, utilization, revenue by service line).
• Prepare board and investor reporting packages for CFO review.
• Support pricing, hiring and cash flow planning with clear financial analysis.

Systems, AI & M&A

• Own our accounting systems and integrations (Hub Spot, Ramp, Deel), and continuously improve finance processes.
• Use AI tools (Grok, Claude) to automate the close, reconciliations, reporting and analysis, and champion AI adoption in finance.
• Support M&A diligence, integration and post‑close accounting.
• Build scalable processes and, over time, a small finance team.

Requirements

• CPA preferred; bachelor's in Accounting or Finance.
• 8+ years of…