Director of Finance

Insight Assurance is a global audit firm on a mission to transform how organizations achieve cybersecurity and compliance. Founded by former Big 4 (EY) professionals, we deliver next-generation audit services across SOC 2, ISO 27001, PCI DSS (QSA), HITRUST, CMMC (C3PAO), and FedRAMP (3PAO) frameworks.

We’re not your traditional audit firm — we’re tech-enabled, leveraging compliance automation and advanced collaboration tools to make audits faster, smarter, and more impactful for our clients.

Recognized on the Inc. 5000 and Fast 50 lists, Insight Assurance is one of the fastest-growing global audit firms, with 170+ professionals supporting nearly 2,000 clients across the Americas, EMEA, and APAC.

The Role

A hands-on, seasoned Controller who owns accounting, consolidated reporting and FP&A execution, manages our external auditors, and uses AI to build a modern, efficient finance function.

What You Will Do

Accounting & Reporting

• Own the monthly close, delivering accurate, review-ready GAAP financials.
• Own revenue recognition, invoicing, AR/AP, payroll accounting and departmental allocations.
• Prepare consolidated financial statements, including our Panama entity: intercompany eliminations, FX and transfer pricing support.
• Manage the annual external audit: PBC lists, auditor relationship, and timely, clean opinions.
• Coordinate tax support with outside CPAs and maintain strong internal controls.

FP&A

• Build and own the annual budget and rolling forecast models.
• Deliver monthly variance analysis (budget vs. actual) and KPI dashboards (margin, utilization, revenue by service line).
• Prepare board and investor reporting packages for CFO review.
• Support pricing, hiring and cash flow planning with clear financial analysis.

Systems, AI & M&A

• Own our accounting systems and integrations (HubSpot, Ramp, Deel), and continuously improve finance processes.
• Use AI tools (Grok, Claude) to automate the close, reconciliations, reporting and analysis, and champion AI adoption in finance.
• Support M&A diligence, integration and post-close accounting.
• Build scalable processes and, over time, a small finance team.

Insight Assurance is a global audit firm on a mission to transform how organizations achieve cybersecurity and compliance. Founded by former Big 4 (EY) professionals, we deliver next-generation audit services across SOC 2, ISO 27001, PCI DSS (QSA), HIT...

• CPA preferred; bachelor's in Accounting or Finance.

• 8+ years of experience, including 3+ as Controller or Assistant Controller, ideally in professional services.
• Multi-entity consolidation experience, including international subsidiaries and intercompany eliminations.
• Strong accounting software experience, especially NetSuite and QuickBooks Online.
• Strong ASC 606 revenue recognition for services and project-based billing.
• Experience managing external audits; Big Four or national firm background a plus.
• Proven FP&A skills: budgeting, forecasting, variance analysis and advanced Excel modeling.
• AI-fluent: practical, hands-on use of Grok and Claude to improve speed and accuracy.
• M&A diligence or integration exposure, and PE-backed or high-growth experience, a plus.