Senior Accountant

Summary

Join our team as an experienced CPA with fractional CFO expertise to support financial strategy, compliance, and reporting in trust management and health insurance. This role is perfect for a finance professional with experience in complex financial structures, regulatory compliance, and strategic planning, seeking a cost-effective fractional contribution. You will provide strategic financial oversight, manage financial reporting and audits, and advise leadership on regulatory compliance. The ideal candidate possesses expertise in trust accounting and health insurance finance, along with a deep understanding of regulatory and financial oversight. This position offers the opportunity to work remotely and collaborate with cross-functional teams.

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

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

Preferred Qualifications

• 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)