Senior Accountant - A

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).