The Brydon Group
CFO - Bay Road Insurance Partners - Brydon Portfolio Company
The Brydon Group, Miami, Florida, us, 33222
About Bay Road Insurance Partners
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 from day one, 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 operator—balancing 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 Qualifications and Experience 7+ years of finance leadership experience in a private equity backed insurance brokerage or distribution company Strong accounting background and controllership fundamentals Track record in M&A transactions and post-merger integrations Experience implementing new ERP systems (NetSuite, Sage or similar), particularly in resource-constrained, PE-backed environments Familiarity with AMS systems (e.g. Applied Epic) and commission reconciliation processes preferred Deep expertise in FP&A, cash flow forecasting, financial modeling and board and lender reporting Track record of building scalable finance functions and working with PE-backed companies Hands-on experience with HR oversight and third-party HR management Location We are open to considering experienced candidates who would be interested in a hybrid set up with very regular travel - the business is based in the Miami, FL area. This is a full-time position where salary and equity will be based on experience; compensation with range from $200,000 to $250,000 per year The Company offers employees a comprehensive benefits package including health insurance and a retirement plan
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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 from day one, 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 operator—balancing 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 Qualifications and Experience 7+ years of finance leadership experience in a private equity backed insurance brokerage or distribution company Strong accounting background and controllership fundamentals Track record in M&A transactions and post-merger integrations Experience implementing new ERP systems (NetSuite, Sage or similar), particularly in resource-constrained, PE-backed environments Familiarity with AMS systems (e.g. Applied Epic) and commission reconciliation processes preferred Deep expertise in FP&A, cash flow forecasting, financial modeling and board and lender reporting Track record of building scalable finance functions and working with PE-backed companies Hands-on experience with HR oversight and third-party HR management Location We are open to considering experienced candidates who would be interested in a hybrid set up with very regular travel - the business is based in the Miami, FL area. This is a full-time position where salary and equity will be based on experience; compensation with range from $200,000 to $250,000 per year The Company offers employees a comprehensive benefits package including health insurance and a retirement plan
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