San Diego, California, United States · Hybrid
$150k–$175k/yr
Job type: Full Time (Exempt) Location: 3131 Camino del Rio N, Ste 650, San Diego, CA 92108 Schedule: In office full time for the first 6 months, then three (or more) days in office per week. Role Summary: Team Risk Manag…
Skills: Financial Modeling, Forecasting, Budgeting, Accounting Operations, Financial Reporting
San Diego, California, United States • Hybrid
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Oversee the company's full financial function, including accounting operations, financial planning, analysis, and compliance. Lead budgeting and forecasting processes while providing data-driven strategic recommendations to the executive team.
Requires a Bachelor's degree in Accounting or Finance and over 7 years of progressive experience, including at least 3 years in leadership. Proficiency in advanced Excel, ERP systems, and experience with service-based or recurring revenue models is highly preferred.
Job type: Full Time (Exempt)
Location: 3131 Camino del Rio N, Ste 650, San Diego, CA 92108
Schedule: In office full time for the first 6 months, then three (or more) days in office per week.
Role Summary:
Team Risk Management Strategies is looking for a strategic and hands-on leader responsible for overseeing the company’s full financial function, including accounting operations, financial planning & analysis, reporting, compliance and internal controls. The role plays a critical part in driving financial performance, and supporting executive decision making. The Director of Finance and Accounting will report to the COO. This individual will be a central point of contact for leadership, understanding financial implications of strategic decisions, building scalable financial/accounting infrastructure and translating complex financial data into actionable and clear insights.
What you will do:
● Lead the company’s annual budgeting, forecasting, and long-range financial planning processes.
● Develop and maintain robust financial models to support strategic initiatives, and profitability analysis.
● Deliver monthly and quarterly financial reporting packages, including variance analysis and actionable insights.
● Partner with executive leadership to provide data-driven recommendations on growth, cost optimization, and operational efficiency.
● Analyze key services metrics such as ARR/MRR, client retention, unit economics, gross margin, etc.
● Build dashboards and KPIs to monitor financial and operational performance.
● Serve as a trusted advisor to the executive team on financial strategy and business performance.
● Partner cross-functionally with Client Partnership, Operations, and HR to align financial goals with business objectives.
● Provide financial oversight on pricing strategies, contract structuring, and client profitability.
● Lead and mentor a high-performing finance & accounting team, fostering a culture of accountability and continuous improvement.
● Drive financial discipline and scalability to support rapid growth and evolving business needs.
● Maintain and enhance internal controls, policies, and procedures to ensure audit readiness and risk mitigation.
● Manage external audits, tax filings, and regulatory reporting requirements.
● Oversee multi-entity and multi-state compliance, including license renewals and financial regulations.
● Drive automation and system optimization across accounting processes
What we are looking for:
● Bachelor’s degree in Accounting, Finance, or related field
● 7+ years of progressive experience in finance and accounting, with at least 3 years in a leadership role.
● Experience in a Payroll, HR Services, PEO, or services-based company is highly preferred.
● Advanced financial modeling and forecasting capabilities in Excel.
● Strong understanding of service-based and recurring revenue business models.
● Ability to translate complex financial data into clear insights and strategic recommendations
● Experience with ERP systems (e.g., NetSuite), BI Tools (e.g. Power BI), payroll platforms and other systems
● Proven ability to lead, scale, and develop finance teams in a high-growth environment.
● Strong executive presence with the ability to influence and communicate across all levels.
● High attention to detail with a strategic mindset.
● Ability to balance hands-on execution with big-picture thinking.
Company-sponsored medical, dental, and vision plan for employees and their dependents, 401(k) participation and match after 1 month of continuous service, wellness program, learning development program, life insurance, long-term disability coverage, charitable contribution matching, volunteer time off, and employee assistance program. In addition to accrued vacation time and sick time, TEAM recognizes 12 paid federal holidays. For team members based in the San Diego office, we provide daily catered meals, weekly massages, an onsite fitness center, a fully stocked pantry, happy hours, free parking, and much more.
Company Description: TEAM Risk Management Strategies (www.teamemployer.com) is the national leader in the outsourced household employment market. Founded in 2003, we provide payroll, outsourced human resources, and risk management solutions, enabling individuals to choose and effectively manage their own in-home service providers. Beyond payroll and risk management, we specialize in fanatical customer service and partner with many of the nation’s largest blue-chip banks and financial institutions.
We are a high-performing team pursuing aggressive growth targets. We’re proud of our 93% client NPS, 15% organic revenue CAGR, and 99% revenue retention. We like to win, but we also have fun doing it: we have a close-knit family culture and keep things light with our regular team celebrations, games, and events. TEAM is also recognized as a winner of the San Diego Top Workplace award in 2022, 2023, 2024, and 2025!
Our Mission: To bring peace of mind and simplicity to household employment.
Our Vision: To be the top provider for household employment in the US.
Our Values:
● We care deeply. We act with kindness and a deep sense of responsibility towards our clients, our employees, each other, and all.
● We are thoughtful and thorough. We think through unasked questions because we know that the small things matter.
● We see challenges as opportunities. We approach adversity with optimism, and embrace even the toughest obstacles for the growth and wisdom they provide.
● We hold the bar high. We want to be the very best at what we do, we hold ourselves and each other to a high standard, and we will run through walls to achieve our goals.
● We serve with humility. There is no job too small. Great ideas can come from anyone.
● We celebrate our success and each other. Knowing how hard we work on all the above, we recognize the importance of celebrating each other and our wins along the journey.
This role is based in California. The California pay range for this position is $150,000 - $175,000 annually. Compensation is based on several factors including but not limited to the applicant’s skills, work experience, knowledge, abilities, education, etc. Note that this range may not apply to employees based outside of California.
Note:
TEAM Risk Management Strategies, LLC is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation, or any other protected characteristic under local, state, or federal law.
All-in-one payroll & HR solution custom-built for household employees
TEAM Risk Management Strategies is the nation’s leading provider of comprehensive, outsourced payroll and human resources services for fiduciaries and advisors whose clients have household staff. We replace patchwork solutions with a holistic, white-glove offering that manages all aspects of household employment including payroll, taxes, insurance, benefits, and employer liability. Our unique model allows clients the flexibility to select and manage the individuals working in their home, while outsourcing the administrative hassles of collecting timecards, processing payroll, filing taxes, and managing human resources as well as the considerable risk of being an employer. To ensure that your clients and their assets are fully protected, TEAM provides comprehensive workplace insurance and liability coverage, as well as compliance with ever-changing employment law. Since 2003, TEAM has served more than 450 of the nation’s most prominent banks and financial institutions and employs more than 6,000 service providers in all 50 states.
Offices: 3131 Camino del Rio North, Suite 650, San Diego, CA 92108, US
All-in-one payroll & HR solution custom-built for household employees
TEAM Risk Management Strategies is the nation’s leading provider of comprehensive, outsourced payroll and human resources services for fiduciaries and advisors whose clients have household staff. We replace patchwork solutions with a holistic, white-glove offering that manages all aspects of household employment including payroll, taxes, insurance, benefits, and employer liability. Our unique model allows clients the flexibility to select and manage the individuals working in their home, while outsourcing the administrative hassles of collecting timecards, processing payroll, filing taxes, and managing human resources as well as the considerable risk of being an employer. To ensure that your clients and their assets are fully protected, TEAM provides comprehensive workplace insurance and liability coverage, as well as compliance with ever-changing employment law. Since 2003, TEAM has served more than 450 of the nation’s most prominent banks and financial institutions and employs more than 6,000 service providers in all 50 states.
Offices: 3131 Camino del Rio North, Suite 650, San Diego, CA 92108, US
