CFO - Bay Road Insurance Partners - Brydon Portfolio Company

About Bay Road Insurance Partners

Bay Road Insurance Partners is a retail insurance agency platform focused on acquiring, integrating and growing agencies that serve individuals and small businesses in the Southeast. We are quickly becoming a leading acquirer of the 30K insurance agencies under $1.25 million of revenue by maintaining what makes local agencies great – their brand, team and local presence – and combining that with the resources of a larger organization to drive outsized organic growth. We are backed by the Brydon Group, a veteran-led private equity fund based in Washington, DC.

We are seeking an exceptional finance leader to join our C-suite team to build and lead the finance function in a fast growing insurance brokerage platform. As the CFO, you will shape the company’s financial strategy, implement best practices from day one, assist with M&A and post-merger integration and lead the development of a high-performing team. You will be a key operator working closely with our CEO and Board to align financial priorities with strategic growth initiatives. This is a great role for a finance leader at a private equity-backed insurance distribution platform who is excited by a high growth environment and an accelerated path to CFO.

Role Overview

The Chief Financial Officer (CFO) will serve as a key member of the leadership team, reporting directly to the CEO, and will lead the Company’s Finance function. This is a high-impact, high-visibility role responsible for building the financial and operational infrastructure to support programmatic M&A, organic growth, and long-term sustainability.

The CFO will be both a strategic partner and a hands-on operator—balancing near-term execution with long-term value creation as the company continues its expansion.

Role Description

Near term:

Financial Infrastructure & Controls

• Move Bay Road to best practice on controllership and financial management
• Streamline the monthly close process
• Implement rigorous cash flow forecasting and improve internal spend and cash controls

Add-on Acquisition Integration

• Lead and execute the integration of add-on acquisition, including finance systems, AMS, HR and centralized cash management
• Identify & capture synergies post-acquisition and provide pro forma reporting

Reporting & Budgeting

• Develop repeatable financial and operational reporting packages, with a weekly, monthly, and quarterly cadence
• Codify and drive the annual budgeting process including partnering with the CEO to refine the 2026 plan

Financial Systems & Processes

• Review current revenue recognition procedures and implement improved direct and agency bill commission reconciliation processes
• Evaluate migrating existing finance systems to an updated platform to enhance reporting, analysis and scalability

Longer term:

• Advise and execute on organic growth initiatives, add-on acquisitions, and other value creation plays
• Drive the capital allocation strategy to support an ambitious roll-up expansion strategy
• Build a fit-for-purpose finance team that can execute transactions and provide high quality reporting to drive decision making
• Take on additional functions over time, including technology, licensing, and legal

Requirements

Qualifications and Experience

• 7+ years of finance leadership experience in a private equity backed insurance brokerage or distribution company
• Strong accounting background and controllership fundamentals
• Track record in M&A transactions and post-merger integrations
• Experience implementing new ERP systems (NetSuite, Sage or similar), particularly in resource-constrained, PE-backed environments
• Familiarity with AMS systems (e.g. Applied Epic) and commission reconciliation processes preferred
• Deep expertise in FP&A, cash flow forecasting, financial modeling and board and lender reporting
• Track record of building scalable finance functions and working with PE-backed companies
• Hands-on experience with HR oversight and third-party HR management

Location

• We are open to considering experienced candidates who would be interested in a hybrid set up with very regular travel - the business is based in the Miami, FL area.

Benefits

• This is a full-time position where salary and equity will be based on experience; compensation with range from $200,000 to $250,000 per year

• The Company offers employees a comprehensive benefits package including health insurance and a retirement plan