Oliver James

CFO - Life insurance start up

Oliver James New York, United States

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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.

To be considered further for this position, please apply using the prompts provided.

Please note that only successful candidates will be contacted.

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  • Seniority level

    Executive
  • Employment type

    Full-time
  • Job function

    Finance and Sales
  • Industries

    Staffing and Recruiting

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