Urrly · 4 months ago
Chief Financial Officer (CFO) – Insurance Agency Roll-Up | PE-Backed
Columbus, OH
Full-time
Hybrid
Director/Executive
$200K/yr - $250K/yr
7+ years expUrrly is a company focused on building finance from scratch in the insurance sector, and they are seeking a Chief Financial Officer (CFO) to lead this initiative. The role involves owning financial reporting, cash management, and implementing systems to support rapid business scaling.
Artificial Intelligence (AI)Business DevelopmentInformation TechnologySales
Responsibilities
Build monthly close and cash controls (fewer surprises)
Stand up weekly and monthly reporting and board packs
Drive budget and 2026 planning with the CEO
Select and implement an ERP (NetSuite, Sage, or similar)
Migrate from QuickBooks and clean up revenue recognition
Lead post-close integration across finance, AMS, and HR
Forecast cash and support debt vs. cash funding decisions
Qualification
Required
7+ years in PE-backed insurance distribution
Hands-on controllership experience with agency bill know-how
ERP implementation experience (NetSuite, Sage, or similar)
M&A diligence and post-close integration experience
Deep FP&A and cash forecasting capability
ET/CT time zone alignment and willingness to travel ~1–2x/month
Preferred
AMS experience (Applied Epic; commission reconciliation)
Ownership of board and lender reporting
Benefits
Health insurance
Retirement plan
Company
Urrly
Urrly is an AI-based platform that provides sales leadership and business development solutions to early-stage and seed-stage startups.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Kyle James
Founder & Managing Partner
Company data provided by crunchbase