Director of Finance and Accounting
About The Position
Team Risk Management Strategies is looking for a strategic and hands-on leader responsible for overseeing the company’s full financial function, including accounting operations, financial planning & analysis, reporting, compliance and internal controls. The role plays a critical part in driving financial performance, and supporting executive decision making. The Director of Finance and Accounting will report to the COO. This individual will be a central point of contact for leadership, understanding financial implications of strategic decisions, building scalable financial/accounting infrastructure and translating complex financial data into actionable and clear insights.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field
- 7+ years of progressive experience in finance and accounting, with at least 3 years in a leadership role.
- Experience in a Payroll, HR Services, PEO, or services-based company is highly preferred.
- Advanced financial modeling and forecasting capabilities in Excel.
- Strong understanding of service-based and recurring revenue business models.
- Ability to translate complex financial data into clear insights and strategic recommendations
- Experience with ERP systems (e.g., NetSuite), BI Tools (e.g. Power BI), payroll platforms and other systems
- Proven ability to lead, scale, and develop finance teams in a high-growth environment.
- Strong executive presence with the ability to influence and communicate across all levels.
- High attention to detail with a strategic mindset.
- Ability to balance hands-on execution with big-picture thinking.
Responsibilities
- Lead the company’s annual budgeting, forecasting, and long-range financial planning processes.
- Develop and maintain robust financial models to support strategic initiatives, and profitability analysis.
- Deliver monthly and quarterly financial reporting packages, including variance analysis and actionable insights.
- Partner with executive leadership to provide data-driven recommendations on growth, cost optimization, and operational efficiency.
- Analyze key services metrics such as ARR/MRR, client retention, unit economics, gross margin, etc.
- Build dashboards and KPIs to monitor financial and operational performance.
- Serve as a trusted advisor to the executive team on financial strategy and business performance.
- Partner cross-functionally with Client Partnership, Operations, and HR to align financial goals with business objectives.
- Provide financial oversight on pricing strategies, contract structuring, and client profitability.
- Lead and mentor a high-performing finance & accounting team, fostering a culture of accountability and continuous improvement.
- Drive financial discipline and scalability to support rapid growth and evolving business needs.
- Maintain and enhance internal controls, policies, and procedures to ensure audit readiness and risk mitigation.
- Manage external audits, tax filings, and regulatory reporting requirements.
- Oversee multi-entity and multi-state compliance, including license renewals and financial regulations.
- Drive automation and system optimization across accounting processes
Benefits
- Company-sponsored medical, dental, and vision plan for employees and their dependents
- 401(k) participation and match after 1 month of continuous service
- Wellness program
- Learning development program
- Life insurance
- Long-term disability coverage
- Charitable contribution matching
- Volunteer time off
- Employee assistance program
- Accrued vacation time
- Sick time
- 12 paid federal holidays
- Daily catered meals (San Diego office)
- Weekly massages (San Diego office)
- Onsite fitness center (San Diego office)
- Fully stocked pantry (San Diego office)
- Happy hours
- Free parking (San Diego office)
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What This Job Offers
Job Type
Full-time
Career Level
Director
