Urrly · 4 days ago
Chief Financial Officer (CFO) – PE-backed P&C Insurance Agency Platform
United States
Full-time
Remote
Director/Executive
$200K/yr - $250K/yr
7+ years expUrrly is a PE-backed insurance platform seeking a Chief Financial Officer (CFO) to build a modern finance and accounting function. The role involves designing the finance stack, implementing systems, and creating reporting and controls to support aggressive growth and M&A.
Artificial Intelligence (AI)Business DevelopmentInformation TechnologySales
Hiring Manager
Kyle James
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