VP of Finance, US

Crest Insurance Group•Tucson, AZ

About The Position

The VP of Finance leads and develops the finance and accounting function for the US full-service platform, working closely with the CFO and executive leadership. The role upgrades and institutionalizes financial operations by introducing rigorous accounting practices, technical GAAP compliance, and internal controls. It transforms Applied Epic production metrics into investor-ready financial reporting and builds a scalable accounting function to support growth and acquisitions. The position oversees modernization of the US financial infrastructure, monthly close and consolidation, insurance trust accounting governance, general ledger optimization, financial reporting and analysis, lender compliance, and the financial integration of acquired agencies. It also partners with Corporate Development on acquisition due diligence and works with the CFO and other leaders on investor and board materials.

Requirements

10–15+ years of progressive corporate finance leadership experience.
Deep familiarity with fiduciary trust accounting.
Proven track record in a private-equity-backed portfolio company or highly leveraged corporate environment undergoing rapid M&A scaling.
Bachelor’s degree in Finance, Accounting, or Economics.
Advanced proficiency with enterprise broker management systems and cloud ERPs.

Nice To Haves

Background in insurance distribution, including retail brokerage, MGA, or carrier operations.
CPA or MBA.
Experience with Applied Epic, AMS360, NetSuite, Workday, or Sage Intacct.

Responsibilities

Modernize US financial infrastructure and accounting practices to create a rigorous, audit-ready function.
Design, implement, and enforce internal controls across US business units to protect assets, prevent fraud, and ensure data integrity.
Own the US month-end close and deliver accurate results for cross-border consolidation.
Govern insurance premium trust accounts and ensure compliance with state insurance department regulations for premium cash flows, carrier payables, and return premiums.
Partner with the US COO and Applied Epic Administrator to optimize financial system modules and align production data with the general ledger.
Track carrier commission statements, validate producer commissions, and recognize national contingency bonuses.
Co-author monthly and quarterly investor and board presentation materials with the EVP & CFO, explaining operational variances and EBITDA.
Conduct monthly budget-versus-actual variance analysis across US lines of business and identify margin or expense issues for the US COO.
Monitor and calculate financial covenants, leverage ratios, and borrowing base certificates required by senior credit facilities.
Support acquisition due diligence by reviewing Quality of Earnings and assessing US retail brokerage targets with Corporate Development.
Lead the financial onboarding of acquired agencies, including migration of general ledgers, producer payrolls, and fiduciary accounts to the centralized US platform.
Lead and develop the finance and accounting function and team.