Pacific Crest Services is a rapidly growing insurance alliance headquartered in Eagle, Idaho, with operations in 36 states. We empower independent insurance professionals nationwide through carrier access, business services, and technology support. As we expand, we’re seeking a seasoned Chief Financial Officer (CFO) to help lead our next phase of growth.

Position Overview

The CFO will serve as a strategic partner to the CEO and Board, overseeing all financial and accounting operations of the organization. This role requires a highly analytical, results-driven leader with deep experience in high-growth, multi-entity environments—ideally within insurance, financial services, or related industries.

The ideal candidate brings a strong track record in financial leadership, including managing audited financial statements, leading mergers and acquisitions, building scalable financial systems, and aligning financial operations with long-term organizational goals.

Key Responsibilities

· Serve as a key advisor to the CEO, executive leadership team, and Board of Directors on financial planning, strategy, and long-term capital structure

· Develop and manage forecasting, budgeting, and cash flow strategies across multiple business units

· Lead financial reporting and accounting operations, ensuring timely and accurate monthly closes and preparation of financial statements to be audited by independent CPA

· Drive M&A activity, including deal structuring, financial due diligence, and post-acquisition integration

· Partner with department heads to create data-driven strategies that optimize profitability and resource allocation

· Lead risk management and compliance functions, including oversight of tax, legal, insurance, and regulatory reporting

· Evaluate and implement financial systems and technology to support growth and operational scale

· Represent the company in discussions with external stakeholders including auditors, tax accountants, legal counsel, financial institutions, and investors

· Lead, mentor, and scale a high-performing finance and accounting team

· Support strategic initiatives such as capital raises, joint ventures, or private equity transactions

Required Qualifications

· A minimum of 7 years of documented experience as CFO or senior financial executive, ideally in a private-equity-backed and high-growth enterprise

· Strategic mindset with a hands-on approach; comfortable operating in both boardroom and tactical settings

· Strong background in corporate finance, FP&A, budgeting, tax strategy, and treasury operations

· Demonstrated experience with mergers and acquisitions, including financial modeling, due diligence, and integration

· Direct experience producing and managing audited financials, overseeing GAAP compliance, and building internal controls

· Excellent leadership, communication, and cross-functional collaboration skills

· 2+ years experience in the Insurance industry is highly preferred

· CPA is a plus

Compensation & Benefits

· Competitive salary commensurate with experience

· Performance-based bonuses tied to company milestones and individual KPIs

· Equity participation aligned with long-term value creation and exit strategy

· Comprehensive benefits package including medical, 401(k) and supplemental insurance

Why Join Pacific Crest Services?

This is more than a financial leadership role—it's a unique opportunity to shape the future of a national company in a high-growth industry. At Pacific Crest Services, we’re building a scalable platform that empowers independent agents to thrive. We believe in investing in people, rewarding innovation, and creating a culture where financial leadership is integrated into strategic decision-making. If you're a high-performing CFO ready to lead with vision and discipline, we want to hear from you.

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Flexible spending account
Health insurance
Paid time off

Schedule:

Monday to Friday

Work Location: In person

PACIFIC CREST SERVICES

New Jobs

Chief Financial Officer (CFO)