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