Job Description

We are seeking a hands-on, strategic VP/SVP of Financial Reporting to join a fast-growing, high-performing insurance distribution firm based in Charlotte, NC. This is a unique opportunity to play a key role in a flat, collaborative organization that values influence, innovation, and ownership. The company is growing rapidly through both natural growth and multiple acquisitions per year, with ambitious plans to double equity value over the next five years.

NOTE: This role is hybrid in Charlotte, NC (3 days onsite/week). Must be willing to relocate if not already local (full relocation package available).

What You’ll Do

As the VP/SVP of Financial Reporting, you will:

• Lead the preparation, review, and presentation of accurate, timely financial statements in accordance with GAAP, IFRS, or other applicable standards.
• Prepare quarterly and annual reports for external stakeholders, including investors, regulators, and the board.
• Ensure compliance with all applicable laws, regulations, and accounting standards.
• Oversee consolidation of financial statements across the organization, ensuring completeness and accuracy.
• Coordinate with external auditors to complete audits efficiently, providing thorough documentation and explanations.
• Contribute to broader finance initiatives beyond reporting, identifying opportunities for process improvement and operational efficiency.
• Mentor and manage a small team, with opportunities to expand the team as the organization grows.

What We’re Looking For

• 10+ years of financial reporting experience, with at least 3 years in a leadership role.
• Public company experience strongly preferred.
• Experience in financial controls, SEC reporting, and familiarity with 144A bond offerings a plus.
• CPA license preferred; Bachelor’s degree in Accounting or Finance required.
• Strong analytical, communication, and leadership skills with a roll-up-your-sleeves, entrepreneurial mentality.
• Track record of progression in roles, demonstrating growth and increasing responsibility.

Why This Role Is Unique

• Be part of a flat, accessible C-suite environment where leadership is collaborative, not hierarchical.
• Work in a fast-growing company experiencing both natural growth and strategic acquisitions, with potential for a public listing in the next 5 years.
• Participate in building out a brand-new headquarters in SouthPark, Charlotte, opening in 2028.
• Competitive compensation in the mid-to-upper $200k range, with bonus and equity opportunities.
• Flexibility in schedule, with preference for in-office collaboration for this strategic leadership role.

If you’re a strategic finance leader who thrives in high-growth, entrepreneurial environments and is ready to influence the next phase of a dynamic organization, we want to hear from you.

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