Vice President, Finance

Join to apply for the Vice President, Finance role at AgentSync .

AgentSync is a powerful, easy‑to‑use Compliance as a Service solution, directly integrating regulatory database sources of truth (NIPR, FINRA) with core business systems (Salesforce) so we can automate the critical business processes associated with these compliance requirements.

We’re a new‑school solution tackling an age‑old, ubiquitous problem with smart technology and automation in a market full of inefficient, high‑cost solution options—spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.

Overview

AgentSync is seeking a strategic, execution‑oriented finance leader to serve as our top financial executive, reporting directly to the CEO, with responsibility for building and optimizing the financial foundation that supports both operational excellence and long‑term strategic goals. As S / VP of Finance, you will own all aspects of financial strategy, operations and reporting, and strategy execution to ensure the company’s continued growth, scalability, and fiscal health.

Responsibilities

• Own the development and execution of AgentSync’s financial strategy in alignment with company goals.
• Serve as a core member of the executive team and strategic advisor to the CEO.
• Lead long‑range planning, scenario modeling and capital efficiency efforts across the business.
• Evaluate growth initiatives, pricing strategies, and investment opportunities through a financial lens.
• Lead forecasting, budgeting and financial modeling processes to support key strategic decisions.
• Deliver clear, actionable financial insights and OKRs to the CEO, board and leadership team.
• Evaluate and model the financial impact of new initiatives, product investments and market expansion.
• Provide strategic direction to the accounting function; oversee month‑end close, revenue recognition and compliance.
• Support the Controller in managing day‑to‑day accounting operations, including payroll, AP / AR, and GL functions.
• Ensure timely, accurate, GAAP‑compliant financial reporting and support audit readiness.
• Implement scalable financial controls, processes and systems to support company growth.
• Oversee cash flow management and capital planning.
• Lead the development and enhancement of financial systems, tools, and internal control frameworks.
• Ensure timely, accurate financial reporting and compliance with all relevant regulatory and tax requirements.
• Partner cross‑functionally to optimize unit economics, pricing strategies and align financial resources with strategic priorities.
• Develop KPIs, dashboards, and reporting tools that translate financial data into actionable insights.
• Collaborate cross‑functionally to drive margin improvement, cost optimization, and revenue acceleration.
• Foster financial discipline and literacy throughout the organization to inform better decision‑making.
• Build and scale a high‑performing finance and accounting team.
• Foster a culture of ownership, accountability and financial literacy across the company.
• Champion transparency, integrity, and accountability across all financial practices.

Ideal Candidate Profile

About Us

AgentSync is a powerful, easy‑to‑use Compliance as a Service solution, directly integrating regulatory database sources of truth (NIPR, FINRA) with core business systems (Salesforce) so we can automate the critical business processes associated with these compliance requirements.

We’re a new‑school solution tackling an age‑old, ubiquitous problem with smart technology and automation in a market full of inefficient, high‑cost solution options—spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.

Location

This is a hybrid position and is open to candidates living within 25 miles of our office in RiNo. Candidates for this role will work on our hybrid schedule Tu, Wed., Th. in office, and M, F work from home.

Total Compensation

The following represents AgentSync’s reasonable estimate of the range of possible compensation for this role.

Other Benefits

We are not able to consider candidates who require a work visa now or in the future.

Referrals increase your chances of interviewing at AgentSync by 2x.

Seniority level : Executive—Full‑time—Finance and Sales—Insurance and Software Development.

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