The CFO will lead all aspects of financial strategy, reporting, capital management, and financial operations across the organization. This role requires a strong understanding of insurance accounting, statutory reporting, capital and surplus management, and regulatory requirements, alongside the ability to guide strategic planning and business growth initiatives.
The ideal candidate brings a balance of technical depth, strategic thinking, operational leadership, and executive presence.
Key Responsibilities
Strategic Leadership
- Partner with the CEO and executive team to shape and execute long-term business strategy
- Lead enterprise financial planning, forecasting, and performance management
- Provide financial insights to support underwriting, product, pricing, and distribution strategies
- Present financial results and strategic updates to the Board of Directors
Financial Operations & Reporting
- Oversee GAAP and Statutory reporting, financial controls, and compliance
- Ensure timely and accurate financial statements and regulatory filings
- Lead budgeting, forecasting, and variance analysis processes
- Maintain strong internal controls and governance frameworks
Capital & Risk Management
- Manage capital structure, surplus strategy, and liquidity planning
- Oversee relationships with regulators, auditors, rating agencies, and external stakeholders
- Support reinsurance strategy and enterprise risk management initiatives
- Monitor financial performance relative to capital requirements and growth plans
Operational & Team Leadership
- Build and lead high-performing finance teams across accounting, FP&A, treasury, and tax
- Drive process improvement, systems enhancements, and scalable infrastructure
- Foster a culture of accountability, transparency, and continuous improvement
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (CPA preferred; MBA a plus)
- 15+ years of progressive finance leadership experience within insurance or financial services
- Strong knowledge of insurance accounting (GAAP and Statutory) and regulatory frameworks
- Experience interacting with Boards, regulators, auditors, and rating agencies
- Demonstrated leadership of enterprise financial planning and performance management
FP&A Leaders Encouraged to Apply:
Candidates coming from a senior FP&A background (e.g., Head of FP&A, VP of Finance) will be considered if they bring:
- Enterprise-level strategic planning leadership
- Deep understanding of insurance financial drivers
- Exposure to capital planning and executive/Board presentation
- Readiness to assume full finance ownership
Ideal Profile
- Strategic and forward-thinking with strong commercial acumen
- Data-driven yet pragmatic decision-maker
- Executive presence with the ability to influence at Board level
- Hands-on leader comfortable operating in a dynamic, growth-oriented environment
Desired Skills and Experience
Key Responsibilities
Strategic Leadership
* Partner with the CEO and executive team to shape and execute long-term business strategy
* Lead enterprise financial planning, forecasting, and performance management
* Provide financial insights to support underwriting, product, pricing, and distribution strategies
* Present financial results and strategic updates to the Board of Directors
Financial Operations & Reporting
* Oversee GAAP and Statutory reporting, financial controls, and compliance
* Ensure timely and accurate financial statements and regulatory filings
* Lead budgeting, forecasting, and variance analysis processes
* Maintain strong internal controls and governance frameworks
Capital & Risk Management
* Manage capital structure, surplus strategy, and liquidity planning
* Oversee relationships with regulators, auditors, rating agencies, and external stakeholders
* Support reinsurance strategy and enterprise risk management initiatives
* Monitor financial performance relative to capital requirements and growth plans
Operational & Team Leadership
* Build and lead high-performing finance teams across accounting, FP&A, treasury, and tax
* Drive process improvement, systems enhancements, and scalable infrastructure
* Foster a culture of accountability, transparency, and continuous improvement
________________________________________
Qualifications
* Bachelor's degree in Finance, Accounting, Economics, or related field (CPA preferred; MBA a plus)
* 15+ years of progressive finance leadership experience within insurance or financial services
* Strong knowledge of insurance accounting (GAAP and Statutory) and regulatory frameworks
* Experience interacting with Boards, regulators, auditors, and rating agencies
* Demonstrated leadership of enterprise financial planning and performance management
FP&A Leaders Encouraged to Apply:
Candidates coming from a senior FP&A background (e.g., Head of FP&A, VP of Finance) will be considered if they bring:
* Enterprise-level strategic planning leadership
* Deep understanding of insurance financial drivers
* Exposure to capital planning and executive/Board presentation
* Readiness to assume full finance ownership
________________________________________
Ideal Profile
* Strategic and forward-thinking with strong commercial acumen
* Data-driven yet pragmatic decision-maker
* Executive presence with the ability to influence at Board level
* Hands-on leader comfortable operating in a dynamic, growth-oriented environment
