<!-- canonical: https://deftridge.com/job/annual-budget-build-united-states-dt-5727280/ -->
Source: https://deftridge.com/job/annual-budget-build-united-states-dt-5727280/
Title: Annual Budget Build for Insurance, remote, US | Deftridge
Summary: Annual Budget Build for a director Fractional CFO, remote in the US. $191-$237 an hour, 16 to 30 hours a month. Starts within 7 days.

Bundle Posted Oct 29 · DT-5727280

# Annual Budget Build · Insurance

Director · Fractional CFO · Remote · United States

**$191–$237** / hour About $3,400–$6,400 a month. Set by the company within a range checked against market pay for the role; your recruiter agrees your exact rate with you before anything is sent. Deftridge adds 15% on top and bills it to the company, so **nothing comes out of your rate**.

- **Company** Property and casualty insurer for homeowners · 11–50 employeesCL-73282 · based in San Diego

- **Where** Remote · United States

- **Format** Task bundle

- **Time needed** 16–30 h a month

- **Start** Starts within 7 days

- **Level** Director · 10-15 years

- **When you work** Evenings or weekends

**5** professionals have asked about this task **609** tasks of this type completed on Deftridge

## About this task

This property and casualty insurer for homeowners (11–50 employees) is looking for a director Fractional CFO for a monthly bundle of recurring tasks, 16–30 h a month. Bottom-up budget with department owners, approved by leadership before the year starts.

A named list of recurring items keeps the month predictable for both sides. It is an insurer, so accuracy and an audit trail come before speed.

The work is fully remote. Any location in United States works, with a few hours of overlap with the team's day. Evenings or weekends are fine, as long as the agreed weekly output is there.

## What you deliver

- Run the FY27 budget cycle for six cost centres with owner workshops, a revenue build and a final version for sign-off.

- A month-end summary with hours used against the cap

- The monthly list of items completed, each with a link to the result

- A running log of open questions, reviewed at the start of each week

## What a month looks like

- Week 1: intake call and a list of what is due this month

- Weeks 2 and 3: items completed in short sessions

- Week 4: month-end summary and the list for next month

**Duration:** 12 weeks, with a monthly hours cap. Accepted when the output matches the agreed checklist and the sample check passes; the recruiter confirms by e-mail.

## Tools

Excel Adaptive Planning NetSuite

## Who fits

- 10-15 years of hands-on work as a Fractional CFO, or the equivalent mix of roles

- Comfortable working in Excel, Adaptive Planning and NetSuite

- Your own work history stays private; the company sees a first name, your field and a rate

### Nice to have

- Used to short written handovers

- Has worked with a distributed team across time zones

## Not included

- Anything that needs a signature in your own name unless the brief says so

- Managing other contractors or employees

- On-call availability outside the agreed window

## How you get paid

- The company prepays Deftridge before your first hour, so payment does not depend on a late invoice.

- Deftridge pays you in USD after the company confirms the hours or the deliverable. The payment date is written in your task agreement.

- You work as an independent contractor: you report your own income, and your recruiter sends the statements your accountant needs.

- You never chase the company. Questions about money go to Deftridge.

## What happens after you say you're interested

1. **Within one working day** A recruiter writes to you to confirm your hours and the rate you want.

1. **You agree the rate** You and the recruiter fix an exact rate inside the company's range. You decide whether to go ahead.

1. **With your written OK** The company sees the anonymous profile below. Most companies answer within three working days.

1. **Start** You sign the task agreement and the company's confidentiality terms through Deftridge, and begin on the date above.

## What the company sees about you

First name, field, experience, tools and the hours you offer. Not your surname, your employer or your contact details.

Your profile
**Alex** Director Fractional CFO

- **Experience** 10-15 years in finance & accounting

- **Tools** Excel, Adaptive Planning, NetSuite

- **Offers** 23 hours a month, weekday evenings

- **Rate** $214 an hour, agreed with the recruiter

## How this rate compares

The midpoint of this range, $214 an hour, is **above** the median director Fractional CFO rate in the United States ($200). The shaded band is the 25th to 75th percentile of the market.

Median $200

This task $214

$138 $265

[All Fractional CFO jobs in United States](https://deftridge.com/jobs/fractional-cfo/united-states/) · [Fractional CFO rates in United States](https://deftridge.com/rates/fractional-cfo/united-states/) · [Finance & Accounting jobs](https://deftridge.com/jobs/finance-and-accounting/)

## Questions about pay and privacy

The rules are the same for every task. [Pricing](https://deftridge.com/pricing/) explains the 15% fee, prepayment and when you are paid; [How it works](https://deftridge.com/how-it-works/) covers matching, what the company sees and side work next to a job.

CL-73282 is the Deftridge code for this company. Its name is shared only after you agree to an introduction, and you decide whether to go ahead.

## Interested in this task?

Leave your first name and e-mail. You hear back from a recruiter inside one working day, and nothing reaches the company without your written OK.

- You see and agree the rate before the company hears about you

- Your employer and surname stay private

- E-mail only, no phone calls

Thank you, Annual Budget Build · Insurance is noted. A recruiter writes to you from a @deftridge.com address within one working day; the next steps are listed on this page.

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**$191–$237 / hr** I'm interested
