Insight Assurance

Financial Planning and Analysis

• Own the monthly close and deliver accurate, review-ready GAAP financials
• Own revenue recognition, invoicing, AR/AP, payroll accounting and departmental allocations
• Prepare consolidated financial statements, including the Panama entity, intercompany eliminations, FX and transfer pricing support
• Manage the annual external audit, including PBC lists, auditor relationship and timely, clean opinions
• Coordinate tax support with outside CPAs and maintain strong internal controls
• Build and own annual budget and rolling forecast models
• Deliver monthly budget-versus-actual variance analysis and KPI dashboards
• Prepare board and investor reporting packages for CFO review
• Support pricing, hiring and cash flow planning with financial analysis
• Own accounting systems and integrations, including HubSpot, Ramp and Deel
• Use Grok and Claude to automate 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

Explore Director of Finance at Insight Assurance. Review requirements and application details.

Director of Finance

Auditor

• Perform day-to-day activities of IT audit engagements for SOC 1, SOC 2, and HIPAA assessments under management direction
• Conduct readiness assessments and external audits of security and privacy frameworks and standards
• Evaluate the design and effectiveness of technology controls
• Identify and communicate IT audit findings to management
• Identify performance improvement opportunities for assigned clients
• Communicate with clients and team members
• Lead client meetings and foster client relationships through proactive communication
• Provide weekly status reports to management
• Proactively communicate potential issues to management

Explore SOC 2 Staff Auditor at Insight Assurance. Review requirements and application details.

Open roles

Director of Finance

SOC 2 Staff Auditor