[Hiring] Director of Finance @Insight Assurance

Role Description

A hands-on, seasoned Controller 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 (HubSpot, 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.

Qualifications

• CPA preferred; bachelor's in Accounting or Finance.
• 8+ years of experience, including 3+ as Controller or Assistant Controller, ideally in professional services.
• Multi-entity consolidation experience, including international subsidiaries and intercompany eliminations.
• Strong accounting software experience, especially NetSuite and QuickBooks Online.
• Strong ASC 606 revenue recognition for services and project-based billing.
• Experience managing external audits; Big Four or national firm background a plus.
• Proven FP&A skills: budgeting, forecasting, variance analysis and advanced Excel modeling.
• AI-fluent: practical, hands-on use of Grok and Claude to improve speed and accuracy.
• M&A diligence or integration exposure, and PE-backed or high-growth experience, a plus.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Paid Time Off (Vacation & Public Holidays)
• Training & Development
• Work From Home