CFO - Life insurance start up

Oliver James • Full-time • New York, United States, US • 5d ago

Chief Financial Officer - Life Insurance (Annuities) | NYC-Based

My client, an innovative and newly established life insurer is seeking an experienced Chief Financial Officer (CFO) to lead their finance, treasury, and accounting functions. This is a unique opportunity for a dynamic financial leader to shape the financial future of a forward-thinking organization, drive strategic growth, and play a key role in influencing business direction.

Compensation: Pending on candidate experience. There would be an annual bonus incentive of 30% + long term earning potential.

The Opportunity

Financial Reporting & Accounting: Oversee financial statements, management reports, and forecasts, providing actionable insights to senior leadership.
Capital Management: Drive capital allocation strategies, oversee liquidity management, and optimize the company's financial structure.
Budgeting & Forecasting: Lead the annual budgeting process and long-term financial planning, ensuring alignment with corporate objectives.
Investor Relations: Act as a key liaison with investors, building strong partnerships through transparent communication and strategic financial reporting.
Growth & M&A Support: Contribute financial expertise to support strategic partnerships, acquisitions, and market expansion initiatives.

Ideal Candidate Profile

10+ years of senior financial leadership experience, ideally in life insurance industry.
Proven expertise in financial reporting, capital management, and regulatory compliance within a life insurance company.
Strong analytical skills with the ability to interpret complex financial data and trends.
Excellent leadership and communication skills, with the ability to collaborate across all levels of the organization.
Bachelor's degree in Finance, Accounting, or Business Administration; CPA or MBA preferred.

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Please note that only successful candidates will be contacted.

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