Finance Manager

I hope you are doing well! Our client is an insurance and healthcare assistance provider that delivers international travel‑focused coverage for insurance companies, corporate clients, and individuals. We are seeking a Head of Finance / Finance Manager to join the company ($40M in revenue in 2025). This is a predominantly onsite/hybrid position in Bayfront Park in Miami.

The ideal candidate will be a hands-on leader with strong experience in cash management, P&L oversight, balance sheet management, forecasting, automating processes, and financial reporting. This individual will work closely with the CEO, participate in leadership meetings, and ensure the financial health and transparency of the organization. This individual will have 2-3 direct reports.

We are looking for someone who embodies trust and a strong sense of ownership. This can be someone who is ready to step up into a leadership role. If you are interested and open to a new role, please send your resume and availability to connect!

JOB DESCRIPTION

We are seeking a highly skilled and dedicated Finance Manager to lead our financial operations and support executive leadership in driving the company’s strategic goals. The ideal candidate will be a hands-on leader with strong experience in cash management, P&L oversight, balance sheet management, and financial reporting. This individual will work closely with the CEO, participate in leadership meetings, and ensure the financial health and transparency of the organization.

We are looking for someone local to the Miami area who embodies trust, dedication, and a strong sense of ownership.

Key Responsibilities:

- Oversee all day‑to‑day financial operations, including cash management, general accounting, forecasting, and reporting.

- Manage, coach, and develop a small team of 2–3 finance and accounting professionals.

- Prepare, analyze, and present P&L statements, balance sheets, and cash flow reports to executive leadership.

- Lead month‑end and year‑end closing processes to ensure timely and accurate reporting.

- Partner closely with the CEO and leadership team to support strategic decision‑making.

- Maintain and enforce internal controls, ensuring compliance with accounting standards and company policies.

- Participate actively in leadership and operational meetings, providing financial insights and recommendations.

- Work with auditors during internal and external audit cycles.

- Oversee budgeting, forecasting, and long-term financial planning.

- Leverage systems such as Salesforce or QuickBooks to maintain accurate and efficient financial records.