Senior Accountant - Fractional CFO - Remote

Overview

We are looking for an experienced CPA with fractional CFO expertise to support financial strategy, compliance, and reporting within a company specializing in trust management and health insurance services.

In Short

• Provide strategic financial oversight tailored to trust management and health insurance operations.
• Oversee budgeting, forecasting, and financial modeling to ensure profitability and regulatory compliance.
• Manage financial reporting, audits, and tax filings related to trusts and healthcare entities.
• Assist in cash flow management, investment strategies, and risk assessment.
• Advise leadership on regulatory compliance and requirements specific to trust management and health insurance.
• Collaborate with cross-functional teams to optimize financial processes and achieve cost efficiencies.
• Reconcile financial data to ensure accuracy and timely reporting.
• Support tax planning, filings, and ensure compliance with relevant tax laws.

Requirements

• Extensive experience in complex financial structures.
• Deep understanding of regulatory and financial oversight.
• Experience in trust accounting and health insurance finance.
• Strong analytical and problem-solving skills.
• Ability to collaborate with cross-functional teams.
• Excellent communication skills.
• Proficiency in financial software and tools.

Benefits

• Flexible working hours.
• Opportunity to work with a specialized team.
• Competitive compensation package.
• Professional development opportunities.