Vice President Finance

Overview

As Vice President of Finance, you will provide strategic financial leadership, trusted partnership, and operational oversight across The Hauser Group, family ownership entities and affiliated entities. This role is responsible for ensuring financial integrity, accuracy, and transparency while aligning financial strategy with the firm’s mission, goals, and long-term objectives.

Your role involves serving as a proactive business partner to the Chairman, COO/Co-Managing Partner and leadership team, setting clear financial priorities, strengthening accounting and reporting systems, and fostering a culture of accountability, excellence, and informed decision-making. You will drive financial performance through disciplined planning, insightful analysis, effective risk management, and strong team leadership to support sustainable growth and organizational success.

• Partner with the Chairman, COO/Co-Managing Partner and executive leadership to deliver timely, accurate financial reporting, insights, and analysis that support strategic and operational decision-making.
• Lead all accounting and financial operations, ensuring the integrity of systems, data, and controls, including transaction processing, reconciliations, and close processes.
• Oversee budgeting, forecasting, cash flow management, and financial planning, providing clear visibility into performance, risks, and opportunities.
• Drive continuous improvement in financial systems, processes, and reporting to enhance efficiency, transparency, and scalability.
• Provide proactive financial analysis and tools to support day-to-day operations and long-term business decisions.
• Lead and develop a high-performing team, fostering accountability, collaboration, and a strong service-oriented mindset.
• Manage relationships with external partners, including auditors, bankers, legal counsel, insurance providers, and third-party vendors.
• Ensure compliance with all legal, regulatory, and audit requirements, maintaining strong internal controls and risk management practices.
• Oversee administration of AP/AR, and contract and lease obligations.
• Support the financial and accounting needs of the family ownership group and affiliated entities including cash management, expense oversight, investments, performance reporting, and coordination with external advisors.
• Ensure tax filings are timely and compliant in conjunction with external tax accountants.

• Enterprise Leadership & Influence: Demonstrates strong executive presence and credibility; partners effectively with the leadership team to shape strategy, influence outcomes, and drive organizational alignment beyond direct authority.
• Strategic Judgment & Financial Insight: Applies rigorous analytical thinking to complex financial, operational, and risk-related matters; evaluates trade-offs and delivers clear, actionable guidance to support business performance.
• Courageous Communication: Provides direct, transparent counsel and constructive challenge when analysis indicates an alternative course of action, fostering sound decision-making and accountability.
• Operational Ownership & Execution: Leads with a hands-on mindset; drives results through disciplined execution, resource alignment, and clear accountability across teams and processes.
• Proactive Risk Management & Continuous Improvement: Anticipates risks and opportunities; strengthens controls, improves systems, and advances scalable, efficient operating practices.
• Integrity, Trust & Ethical Leadership: Upholds the highest ethical standards; builds trust through consistency, discretion, and principled decision-making across the organization.

• Bachelor’s degree in accounting required; advanced degree or CPA preferred.
• 10 years of progressive finance experience, including prior VP of Finance roles with proven success in insurance, insurance brokerage, financial services, or related industries; experience working with family-owned businesses preferred.
• Demonstrated success in preparing, analyzing, and presenting financial reports, budgets, forecasts, and strategic recommendations to executive leadership and boards.
• Strong record of improving operational effectiveness through policy and process enhancements, systems implementations, and financial planning initiatives; hands-on experience with accounting software and financial systems (including Allied Epic and Power BI preferred).
• Expertise in cash flow management, credit facility negotiation, accounts payable/receivable, payroll, benefits administration, and high-volume transaction oversight.
• Experience managing vendor relationships, third-party contracts, and vendor selection to optimize business outcomes.
• Proven leadership in developing and managing accounting teams, mentoring others in business planning and financial decision-making, and driving organizational alignment through strategic insight and operational oversight.