Description

AvonRisk is a specialty insurance Third Party Administrator (TPA) providing expert claims administration, program management, and risk services to carriers, program managers, and self-insured clients. We are an entrepreneurial, growth-oriented business with an active acquisition strategy, and we are building the financial infrastructure to match our ambitions. This role is a direct reflection of that commitment.

Position Summary

The Director of Strategic Finance is a newly created senior role at AvonRisk, designed for a high-caliber finance professional who combines deep analytical skill, strong M&A execution capability, and keen business acumen. We are seeking a highly experienced, self-sufficient operator who can operate with significant autonomy and drive impact independently. This is an individual contributor position, reporting directly to the CFO.

This individual will own two interconnected mandates: leading end-to-end M&A due diligence on all of AvonRisk’s acquisition targets and building the strategic finance function from the ground up — including long-range planning, program profitability analysis, and management reporting. Critically, this role is not purely analytical — the Director will engage directly with business leaders across Claims, Operations, and Business Development to surface opportunities, challenge assumptions, and drive initiatives that meaningfully move the business forward. The right candidate understands how businesses actually work, not just how they report, and uses that instinct to add value well beyond the finance function.

Key Responsibilities

M&A DUE DILIGENCE & TRANSACTION SUPPORT

Serve as AvonRisk’s lead finance executive on all M&A transactions, owning the end-to-end financial due diligence process from initial screening through close.
Build and maintain acquisition valuation models including DCF, comparable company analysis, and precedent transaction analysis tailored to the TPA and specialty insurance services sector.
Lead financial, operational, and commercial due diligence workstreams, coordinating with legal, outside advisors, and target management teams.
Prepare and present investment memoranda, deal summaries, and board-ready materials for each acquisition opportunity.
Develop post-acquisition integration financial frameworks, including Day 1 reporting, synergy tracking, and financial performance benchmarks.
Maintain an active pipeline model and screening criteria for prospective acquisition targets, including financial health assessment and strategic fit scoring.
Manage relationships with investment bankers, outside legal counsel, and other deal-side advisors across active and prospective transactions.

STRATEGIC PLANNING & FINANCIAL FORECASTING

Own the annual budgeting and long-range planning (LRP) process, working directly with the CFO and business unit leaders to build a consolidated 3- to 5-year financial plan.
Develop and maintain integrated financial models covering AvonRisk’s fee-based TPA revenue structure, operating expenses, and margin profile.
Build scenario and sensitivity models to support major strategic decisions, including new program launches, geographic expansion, and capital allocation.
Prepare executive and board-level financial presentations, translating complex data into clear strategic narrative.

PROGRAM & BUSINESS PERFORMANCE ANALYTICS

Lead program-level profitability analysis, including margin attribution by client, line of business, and claims program.
Partner with Claims and Operations leadership to identify cost drivers, efficiency opportunities, and levers to improve program margins.
Support pricing and contract negotiations with rigorous financial analysis of program economics and risk-adjusted returns.
Develop proforma financial models for new business opportunities, assessing revenue potential, cost structure, and investment requirements.

MANAGEMENT REPORTING & PERFORMANCE MANAGEMENT

Design and own AvonRisk’s management reporting framework, including monthly financial packages for the CFO and CEO covering revenue, margins, and operational KPIs.
Lead monthly variance analysis against budget and prior period, with executive-ready commentary on drivers and forward-looking outlook.
Build and maintain KPI dashboards that provide real-time visibility into business performance across service lines and client programs.
Partner with Accounting to ensure alignment between management reporting and GAAP financials.

CROSS-FUNCTIONAL FINANCE PARTNERSHIP

Serve as a trusted finance partner to the CEO, COO, Head of Claims, and other senior leaders, providing financial support and analytical rigor for key decisions.
Champion the adoption of financial planning tools, reporting automation, and data infrastructure to build a scalable finance function.
Represent Finance in cross-functional initiatives including technology implementations, client onboarding, and organizational development projects.

Requirements

Required

Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.
8+ years of progressive finance experience, with a strong track record in M&A, investment banking, private equity, or corporate development.
Demonstrated experience leading or co-leading financial due diligence on acquisitions, including building valuation models, managing diligence workstreams, and presenting to executive stakeholders.
Expertise in financial modeling, scenario analysis, and long-range planning.
Highly self-sufficient and comfortable operating as an individual contributor in a lean, entrepreneurial environment.
Strong executive presence with the ability to communicate complex financial analyses clearly to C-suite audiences and board members.
Excellent project management and organizational skills, with the ability to manage multiple active deals and planning cycles simultaneously.
Advanced Excel proficiency; comfort with financial planning tools and data visualization platforms.

Preferred

MBA or CFA designation preferred.
Prior experience in financial services, insurance, or specialty services sectors is a plus, but not required.
Experience at an investment bank, Big 4 advisory practice, private equity firm, or in a corporate development role.
Familiarity with services business valuation, fee-based revenue models, and recurring revenue dynamics.
Exposure to post-merger integration planning and synergy tracking.
Proficiency with business intelligence or data visualization tools (e.g., Power BI, Tableau).

Core Competencies

M&A Execution

Leads diligence with rigor and speed; builds credible valuation models and manages deal processes end to end.

Financial Modeling

Constructs flexible, auditable models for valuation, scenario planning, and business performance.

Strategic Thinking

Connects financial data to business context; frames trade-offs clearly for executive decision-making.

Executive Communication

Presents complex analyses with confidence and clarity to the CFO, CEO, and board.

Self-Direction

Operates independently, sets priorities without being asked, and delivers high-quality work in lean environments.

Cross-Functional Partnership

Builds trust quickly with senior operators; influences decisions without formal authority.

Salary Range:

$165k-$185k

The salary range listed is an estimate. Actual compensation will be determined based on several factors such as a candidate’s experience, qualifications, skill set, and work location.

What We Offer

Competitive base salary commensurate with experience, plus annual performance bonus tied to individual and company results.
Comprehensive benefits package including medical, dental, vision, and life insurance.
401(k) with company match.
Generous paid time off, including company holidays.
Hybrid work flexibility following onboarding period.
Direct access to executive leadership and a seat at the table on AvonRisk’s most consequential strategic decisions.
A high-growth, entrepreneurial environment where your work has immediate and visible impact on the direction of the business.

Equal Opportunity Employer

AvonRisk is an equal opportunity employer and values diversity in all its forms. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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Director of Strategic Finance