VP of Finance, US Greater Tucson, AZ Area

About Us

We are a growing insurance organization focused on building a strong, integrated platform through strategic growth, operational excellence, and continued investment in our people and business. With an expanding presence in the insurance industry and an active acquisition strategy, we are focused on strengthening our infrastructure, enhancing financial capabilities, and creating a scalable organization positioned for long-term success.

We are seeking a Vice President of Finance who wants to play an important role in that growth. This is an opportunity to work closely with the CFO and executive leadership team, lead and develop the finance and accounting function, and have a meaningful influence on the financial strategy, operational discipline, and continued evolution of the organization.

Position Overview

Role Title: VP of Finance, US

Reports To: Chief Financial Officer

Direct Reports: US Accounting Manager, Senior Financial Analyst (FP&A), Trust Accounting Specialist, Accounts Payable/Receivable Team.

Core Mandate: To upgrade, institutionalize, and lead the finance and accounting function for the US full-service platform. This individual will inject Big 4-level accounting rigor, technical GAAP compliance, and internal controls into the US operations. They will serve as the CFO's execution partner on the ground-transforming raw Applied Epic production metrics into institutional-grade, PE-ready financial statements, while building a scalable accounting engine designed to absorb aggressive M&A roll-ups.

Key Responsibilities

Financial Modernization & Big 4-Level Controls

Upgrade Accounting Architecture: Modernize the US financial infrastructure, transforming legacy accounting practices into a rigorous, audit-ready, institutional-grade function.

Establish Internal Controls: Design, implement, and enforce robust internal control frameworks (SOX-lite standard) across all US business units to protect assets, prevent fraud, and ensure absolute data integrity.

Lead Monthly Close & Consolidation: Own the end-to-end US month-end close process, ensuring rapid, highly accurate delivery of financial results to the EVP & CFO for cross-border consolidation.

Insurance Economics & Trust Accounting Governance

Govern Fiduciary Premium Trust Accounts: Establish ironclad controls over insurance trust accounting, ensuring perfect compliance with state-by-state department of insurance regulations regarding premium cash flows, carrier payables, and return premiums.

Optimize Applied Epic General Ledger (GL): Partner with the US COO and Applied Epic Administrator to optimize the system's financial modules, ensuring real-time alignment between agency management production data and the master general ledger.

Audit Carrier Revenue & Contingencies: Implement automated tracking for carrier commission statements, producer commission validation schedules, and national contingency bonus recognition.

PE-Grade Reporting, FP&A & Board Prep

Build Institutional Financial Packs: Co-author the monthly and quarterly investor and board presentation decks alongside the EVP & CFO, translating complex operational variances into clear EBITDA narratives.

Drive US Variance Analysis: Run granular monthly "Budget vs. Actual" variance analyses across all US Lines of Business (Commercial, Personal, Benefits), highlighting margin leaks or expense overages for the US COO to correct.

Manage Lender Compliance: Monitor and calculate financial covenants, leverage ratios, and borrowing base certificates required by the senior credit facilities funding the M&A pipeline.

M&A Execution & Post-Merge Integration

Due Diligence Support: Partner with the Corporate Development team to review Quality of Earnings (QofE) and assess target US retail brokerages.

Onboarding & Synergy Capture: Lead the financial onboarding of acquired agencies, migrating their general ledgers, producer payrolls, and fiduciary accounts onto the centralized US platform.

Candidate Profile & Qualifications

Experience: 10–15+ years of progressive corporate finance leadership experience.

Industry Expertise: Preferred background in the insurance distribution sector (Retail Brokerage, MGA, or Carrier operations). Deep familiarity with fiduciary trust accounting is non-negotiable.

Ownership Environment: Proven track record in a Private Equity-backed portfolio company or a highly leveraged corporate environment undergoing rapid M&A scaling.

Education & Credentials: Bachelor's degree in Finance, Accounting, or Economics. CPA or MBA preferred.

Systems: Advanced proficiency with enterprise Broker Management Systems (Applied Epic, AMS360) and cloud ERPs (NetSuite, Workday, or Sage Intacct).

Why This Opportunity?

This is an opportunity to take on a highly visible finance leadership role within a growing organization. Working directly with the CFO and executive leadership team, you will have the opportunity to shape financial operations, strengthen accounting infrastructure, lead a talented team, and play an important role in supporting the organization's continued growth and acquisition strategy.

We offer a competitive compensation package.