Job Description

Position: Chief Financial Officer

Reports To: CEO

Essential Functions:

The Chief Financial Officer (CFO) is responsible for providing financial leadership, revenue/profitability forecasting, budgeting and financial reporting for the collective organizations of Powers Insurance, Leif Assurance, and VIAA.

Position Summary

The CFO plays a key role in ensuring that Powers, VIAA, and Leif operate with financial discipline, clear systems, and reliable data to guide business decisions. This position leads budgeting, forecasting, accounting, and financial reporting, while also managing cash flow, compliance, and internal controls. This includes the oversight and management of profit-sharing distributions received from our insurance company partners to our VIAA Member agencies. The CFO supports the CEO by providing timely insights, reducing risk, and helping align the financial strategy with the broader goals of each entity. The role is both strategic and hands-on, guiding financial operations at a high level while ensuring smooth day-to-day execution. The CFO ensures that the financial foundation supports day-to-day operations while positioning the organization for continued long-term growth.

Financial Oversight & Strategy

Oversee the full financial operations of Powers, VIAA, and Leif
Manage and oversee distribution of profit-sharing revenue from insurance carriers to VIAA Members, ensuring timeliness and accuracy
Develop and manage company-wide budgets and forecasts
Ability to develop and assign corresponding department-level budgets and forecasts
Monitor cash flow, capital planning, and financial risk
Deliver timely reports with actionable data to guide executive and departmental decisions
Ensure tax filings, audits, and financial compliance are completed accurately and on time
Provide financial insight and recommendations on agency performance, vendor contracts, and strategic growth
Provide expert guidance and related strategy supporting agency acquisitions, including with respect to the timing and tax implications of such acquisitions
Work with CEO, and outside accounting resources, if applicable, to maximize company-wide tax strategy
Develop or coordinate development and continuous improvement of all financial and accounting related policies and procedures for Powers, VIAA and Leif

Training & Development

Coach department leaders on financial responsibilities, tools, and reporting
Build and develop a finance team that is collaborative, capable, and future-ready
Foster a learning culture around financial literacy across all companies

Operational Systems and Integration

Align financial systems and tools across Powers, VIAA, and Leif
Standardize and enforce processes for reporting, reconciliation, billing, and expense tracking
Ensure department responds daily to payment requests, billing, and other financial transactions or obligations that may be outstanding
Collaborate with technology and operations teams to improve automation and data accuracy
Maintain data integrity across accounting systems and CRM platforms

Relationship Management and Representation

Serve as a point of contact for external financial partners, including auditors, banks, and carriers
Support company presentations and reports for insurance carriers, networks, and other stakeholders
In conjunction with COO, review and maintain Master Vendor spreadsheet for vendors/contracts and recurring expenses for companywide line-of-sight.
Represent the organization’s financial priorities in member-facing discussions and national events
Contribute to building long-term value through strong industry and agency relationships

Knowledge, Skills and Ability Requirements

10+ years of experience in financial leadership roles, preferably within the insurance or professional services industry
Experience working with or for an independent insurance agency, agency network, MGA, or related entity is strongly preferred
Must be flexible, able to manage multiple tasks, and adaptable to changing priorities
Technologically savvy with an interest in improving systems and integrating data
Excellent communicator with strong written and verbal communication skills
Willingness to travel to meet with members, attend industry events, or represent the company at national functions (some travel may include overnight stays up to a week at a time)
Superior computer skills, particularly with Microsoft Word, Excel, PowerPoint, Outlook, and Teams; must also be comfortable navigating Salesforce
Active participant in industry events and association functions to support growth, relationship-building, and strategic positioning
Detail-oriented, accurate, and a creative thinker who brings new ideas to financial strategy and process improvement
Self-directed and organized, able to work across departments with limited supervision
Strong ability to lead, coach, and support both direct reports and cross-functional partners
Prior experience in teaching, coaching, or managing teams is a strong asset
Passionate about promoting a culture focused on service, financial performance, and internal growth
Property & Casualty Producer License (optional)

Disclaimer

The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job. Associate must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. All employees must also demonstrate positive personal and interpersonal behavior and attitude with customers and employees in order to ensure a high level of expertise in supervision and general management.

Compliance 

The associate has the responsibility to acquire and maintain the required knowledge of industry regulations and licenses and those regulations and policies inherent to position requirements.

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance

Schedule:

Monday to Friday

Experience:

Insurance: 3 years (Required)

Ability to Relocate:

St. Louis, MO 63139: Relocate before starting work (Required)

Work Location: Hybrid remote in St. Louis, MO 63139

Powers Insurance & Risk Management

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