Offer summary

Qualifications:

CPA designation required., Proven experience as a Fractional CFO, Controller, or Senior Financial Consultant., Strong understanding of GAAP, regulatory compliance, and risk management., Bilingual (English/Spanish) required..

Key responsabilities:

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.

Advise leadership on regulatory compliance and requirements specific to trust management and health insurance.

Job description

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. This role is ideal for a finance professional with extensive experience in complex financial structures, regulatory compliance, and strategic planning, but who is seeking to contribute at a cost-effective, fractional level. The successful candidate will bring expertise in trust accounting and health insurance finance, along with a deep understanding of regulatory and financial oversight.

Key Responsibilities:
• 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

• CPA designation required.
• Proven experience as a Fractional CFO, Controller, or Senior Financial Consultant.
• Experience in trust accounting, health insurance finance, or related industries.
• Strong understanding of GAAP, regulatory compliance, and risk management.
• Ability to work remotely with cross-functional teams.
• Bilingual (English/Spanish) required.
• Strong proficiency in C-suite financial tools and systems.
• Excellent communication skills and strong personality for leadership and collaboration.

Preferred Experience:
• Experience working with PEO firms, insurance providers, or financial trusts.
• Knowledge of ERP systems and financial automation tools.
• Background in multiple employer trusts, especially those formed under IRS Section 419A (health insurance trusts).