Alan Taylor in

Alan Taylor

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Chief Financial Officer - R&W at Inspira Financial
📍 Greater Chicago Area, United States

Alan is the Chief Financial Officer for the Retirement & Wealth division at Inspira Financial, with deep expertise in corporate strategy, FP&A, and audit. A Certified Public Accountant, he focuses on building scalable infrastructure and supporting growth.

He played a key role in Inspira Financials acquisition of First Dollar, a fintech platform aimed at accelerating innovation in health and wealth.

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Experience
15 Years
Current Role
Chief Financial Officer - R&W
Job Level
Leadership
Location
Greater Chicago Area, United States
Personality Overview

How Alan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Alan cares about

Team Building
Actively recruits for his finance, procurement, and FP&A teams at Inspira Financial, frequently posting about new opportunities and highlighting key leaders.
Strategic Acquisitions
Showed excitement for the acquisition of First Dollar, indicating a focus on M&A as a strategy to drive innovation and expand the company's offerings.
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Career

Work history

5-2026
Chief Financial Officer - R&W
Inspira Financial
11-2022 - 5-2023
Chief Accounting Officer and Interim Chief Financial Officer
Inspira Financial
5-2022 - 5-2026
Chief Accounting Officer
Inspira Financial
11-2021
OrionCore Member
Orion3
4-2020 - 5-2022
Chief Financial Officer
HomeX Services Group
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2006 - 2007
Master
Gies College of Business - University of Illinois Urbana-Champaign
2002 - 2006
Bachelors
Gies College of Business - University of Illinois Urbana-Champaign
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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