Vice President – Finance & Treasury – Dallas Area

Our client, an industry leading tech-enabled compliance platform serving the insurance and real estate markets is seeking a Vice President – Finance and Treasury for a newly defined role.  Reporting directly to the Chief Financial Officer, the VP of Finance and Treasury will play a critical role in overseeing the financial operations and treasury functions of the company. The successful candidate will provide strategic leadership and guidance to optimize financial performance, manage risk, and drive sustainable growth.


  1. Financial Strategy and Planning:
    • Collaborate with the CFO and executive team to develop and execute financial strategies aligned with business objectives.
    • Lead the annual budgeting and forecasting process, providing insights and recommendations to enhance financial performance.
    • Conduct financial analysis to evaluate opportunities for revenue growth, cost optimization, and efficiency improvements.
  2. Treasury Management:
    • Manage cash flow, liquidity, and working capital to ensure the company’s financial stability and resilience.
    • Develop and implement treasury policies and procedures to mitigate risks and maximize returns on investments.
    • Oversee banking relationships, negotiate terms, and optimize banking services to support operational needs.
  3. Risk Management:
    • Identify, assess, and mitigate financial risks through proactive risk management practices.
    • Monitor market trends, regulatory changes, and economic indicators to anticipate potential risks and opportunities.
    • Implement strategies to hedge against currency, interest rate, and other financial risks.
  4. Financial Reporting and Compliance:
    • Ensure timely and accurate financial reporting in accordance with GAAP and regulatory requirements.
    • Prepare financial statements, board presentations, and management reports to communicate financial performance and trends.
    • Collaborate with internal and external auditors to facilitate audits and ensure compliance with audit requirements.
  5. Team Leadership and Development:
    • Build and lead a high-performing finance and treasury team, fostering a culture of collaboration, innovation, and excellence.
    • Provide mentorship, coaching, and professional development opportunities to develop talent and drive employee engagement.


  • Bachelor’s degree in Finance, Accounting, or related field; MBA or CPA preferred.
  • Proven track record of 10+ years of progressive experience in finance and treasury roles, preferably in the fintech or financial services industry.
  • Strong understanding of financial markets, products, and instruments, with expertise in treasury management and risk mitigation strategies.
  • Demonstrated leadership skills with the ability to inspire and motivate teams to achieve strategic objectives.
  • Excellent analytical, problem-solving, and decision-making abilities, with a focus on driving results and continuous improvement.
  • Effective communication and interpersonal skills, with the ability to collaborate cross-functionally and build strong relationships at all levels of the organization.
  • Strategic thinker with a proactive mindset and the ability to thrive in a fast-paced, dynamic environment.

Join Our Team:

Torrey & Gray specializes in placing accounting and finance professionals in industries including manufacturing and retail, financial services, SaaS and professional services. As one of the top Chicago area based recruiting firms for Chief Financial Officers, Controllers, Accounting and Finance Managers and other related positions, we serve clients throughout North America.

For immediate consideration, email your resume to