Director of Finance and Accounting

Job type: Full Time (Exempt)

Location: 3131 Camino del Rio N, Ste 650, San Diego, CA 92108

Schedule: In office full time for the first 6 months, then three (or more) days in office per week.

Role Summary:

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.

What you will do:

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