Director of Finance – AI & M&A Skills | Insight Assurance in Columbus

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 Director of Finance 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.

Requirements

• 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.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Paid Time Off (Vacation & Public Holidays)
• Training & Development
• Work From Home

Privacy Notice CCPA

• Insight Assurance shares your personal data/information with Greenhouse recruiting because this is the tool we use for the recruitment process.
• Insight Assurance does not sell personal data/information under any circumstances.
• You may exercise your rights under personal data protection legislation by reaching out to us via: [email protected] or submit a request via mail at 400 N Tampa St. 15th Floor Suite 122, Tampa, FL 33602

Privacy Notice GDPR
This notice informs you about the categories of Personal Data/Information and the Purpose and Scope of Processing Activities to be undertaken by Insight Assurance (we, us, our), under its job application and recruitment process.

We resort to Greenhouse.com as the platform that supports our recruitment process, and therefore your Personal Data/Information will be processed on this tool (hosted, shared with, cross-referenced, accessed by our team); we have in place contractual terms and the commitment of Greenhouse.com that ensures the Security and Confidentiality plus Purpose limitation with regards to the Processing of your Personal Data.

When you reply to one of our job postings, you voluntarily and freely submit your Personal Data to us; this, allied with the fact that the Processing by us (and over Greenhouse.com) of that Personal Data has the sole Purpose of validating your application and proceeding with the inherent scrutiny and decision, allows us to argue having Legitimate Interest as the applicable Legal Basis to undertake the Processing of your Personal Data under this scope.

We are a U.S. based company, hence some or all Personal Data pertaining to you will be hosted in the U.S.

The Categories of Personal Data Under Processing Consist Of

• Identification
• Contact
• Education and Professional
• Interview performance
• Evaluation

You may exercise several Rights as determined under applicable Personal Data Protection legislation, in short:

• Right of Access – getting information about the Personal Data under Processing by us, except for the information you already know.
• Right of Erasure – you may ask for us to erase all Personal Data pertaining to you under Processing; this may imply you being excluded from the recruitment process, for without information we cannot proceed with it.
• Right of Opposition or Restriction of Processing – you may ask us to stop some Processing or restrict the Processing of some Personal Data; this may imply you being excluded from the recruitment process, at our sole discretion.
• Rectification – you can rectify your Personal Data at any time.