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