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CFO - Bay Road Insurance Partners - Brydon Portfolio Company

CFO - Bay Road Insurance Partners - Brydon Portfolio Company

The Brydon GroupMiami, FL, US
8 days ago
Job type
  • Full-time
Job description

Chief Financial Officer

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, 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 operatorbalancing near-term execution with long-term value creation as the company continues its expansion.

Role Description

Near term :

  • 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
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