Job Summary
We are supporting a confidential financial services organization in the search for a Chief Financial Officer. The CFO will lead all financial functions across the enterprise, including oversight of funds, reporting, treasury, budgeting, and internal controls. This is a high visibility role requiring a hands-on leader who balances technical accounting expertise with operational leadership and stakeholder engagement.
Skills & Experience
- MBA required
- CPA in good standing or equivalent professional credential preferred
- Minimum 15 years of progressive finance experience, including senior leadership roles
- Prior CFO or senior finance leadership experience in insurance, reinsurance, or a regulated financial services environment preferred
- Prior government or regulatory experience is a plus
- Knowledge of statutory and GAAP accounting principles
- Proficiency with general ledger and ERP systems, with experience implementing or improving GL processes
- Advanced Excel and presentation skills for financial reporting and executive briefings
- Strong leadership, judgment, and communication skills; ability to work independently and collaboratively
Detailed Job Description
- Advise executive leadership on financial policy, objectives, and risk management
- Lead and develop a team of finance professionals
- Oversee general ledger, accounting operations, and financial management systems
- Prepare annual reports, budgets, forecasts, and tax filings
- Manage external and internal audit processes and serve as primary audit contact
- Oversee receivables, billing, treasury operations, and cash management functions
- Develop financial forecasts, reconciliations, and enterprise risk assessments
- Establish and maintain strong financial policies, procedures, and internal controls
- Provide financial analysis and support for third party proceedings as needed
- Respond to inquiries from stakeholders including regulators and creditors as appropriate
If interested, please apply to the role or send your resume to: Ryan.Borchers@oliverjames.com
Only qualified applicants will receive a response.
