Location: Houston, TX (preferred)
Office: Work from home
Reports to: Chief Executive Officer
Job Type: Fractional with conversion to Full-Time
Position Overview
The Chief Financial Officer will be a key member of the executive leadership team, responsible for the financial strategy, stock issuance, dividend distribution and investment strategy tracking and reporting. The CFO will oversee all financial operations, investor reporting, regulatory compliance, and risk management. This role requires both strategic vision and hands-on execution, particularly in a regulated, transaction-driven business.
Key Responsibilities
Strategic Leadership & Financial Planning
- Partner with the CEO and executive team to set company strategy, growth plans, financial models and capital allocation priorities.
- Lead long-range financial forecasting, budgeting, and scenario planning.
- Provide data-driven insights to support strategic decision-making and market positioning.
Financial Operations & Controls
- Oversee all accounting, treasury, tax, and audit functions.
- Implement and maintain robust internal controls, policies, and procedures.
- Manage cash flow, working capital, and financing arrangements to support business operations and growth.
Regulatory & Compliance Oversight
- Ensure compliance with all applicable financial, securities, and insurance-linked regulations.
- Manage relationships with external auditors, regulators, and key banking partners.
Capital Markets & Investor Relations
- Support structuring, closing, and settlement of investment transactions.
- Oversee investor reporting, performance metrics, and disclosure processes.
- Engage with institutional investors and strategic partners to build confidence and credibility.
Team Leadership & Development
- Build, mentor, and lead a high-performing finance team.
- Foster a culture of accountability, innovation, and continuous improvement.
Qualifications
Required
- 10+ years of progressive financial leadership experience, including at least 5 years in a senior finance or CFO role.
- Strong background in capital markets, structured finance, investment management, or insurance/reinsurance finance.
- Proven track record in financial strategy, capital raising, and transaction execution.
- Expertise in GAAP/IFRS accounting, regulatory reporting, and corporate governance.
- Exceptional analytical, communication, and leadership skills.
Preferred
- Experience in insurance-linked securities.
- Familiarity with SEC, NAIC, and other relevant financial and insurance regulatory frameworks.
- CPA, CFA, or MBA.
- Series 65.
Compensation & Benefits
- Stock-based compensation for fractional role until successful fundraising of initial round, then convert to full-time role with base salary.
