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We are looking for an accomplished Chief Financial Officer to join a marketplace insurance organization in Miami, Florida. This executive will guide the company’s financial strategy while providing steady leadership during a potential sale process and positioning the business for its next stage of growth. The role combines high-level strategic oversight with day-to-day operational leadership across reporting, compliance, controls, and finance team development.
Job Responsibility
Direct the financial workstream for a potential company sale, including diligence planning, investor and buyer support, and coordination with external advisory partners
Create and refine financial models and supporting analysis that clearly explain business performance, growth drivers, and value creation opportunities
Strengthen accounting processes, internal controls, and risk management practices to ensure accurate reporting and audit readiness
Oversee compliance across applicable tax and regulatory requirements, including obligations spanning multiple states
Improve the speed, consistency, and quality of monthly close activities, management reporting, and performance tracking
Partner closely with executive leadership to support strategic planning, decision-making, and long-range financial infrastructure development
Lead, mentor, and scale a lean finance function capable of supporting both current operations and future expansion
Prepare the organization for a smooth transition under new ownership, including integration readiness and financial documentation standards
Requirements
At least 10 years of progressive leadership experience in finance, accounting, or corporate financial management
Prior experience serving as a CFO, VP of Finance, or in a comparable senior finance leadership position
Demonstrated success leading the finance function through a sell-side merger, acquisition, or similar transaction
Strong command of financial modeling, quality of earnings analysis, working capital management, and transaction structures
Deep knowledge of U.S. accounting standards, financial controls, and multi-state tax compliance requirements
Experience operating effectively in fast-moving, entrepreneurial, or high-growth business environments
Nice to have
Background in insurance, fintech, travel insurance, or another regulated industry
Familiarity with marketplace, aggregator, or performance-driven business models and external transaction advisors