CHIEF FINANCIAL OFFICER

(Full Time, Salary, Exempt)

Looking to join a growing company dedicated to helping others? We offer that, plus competitive salaries, a culture of learning, and a fast-paced environment. This is a hybrid position with 3 days in-office. Join our team to help make a difference in the lives of others!

Applicants must be authorized to work for ANY employer in the U.S. We do not sponsor employment visas or other immigration processes to attain or maintain employment eligibility. Remote positions are open to applicants based anywhere in the continental U.S. Hybrid positions are open to applicants based in the Austin, Texas area.

About Continental General:

The Continental General family of companies has provided insurance, including life and long-term care policies, to individuals and groups for over 30 years, and currently supports over 200,000 policyholders. Both our insurance company, Continental General Insurance Company, and our third-party administrator, Continental General Services, are committed to the continuous development of our infrastructure, processes, and people. The group is actively growing through expansion of both its insurance portfolio and its administrative services. With each opportunity, we take a collaborative approach to address challenges and provide unique solutions.

Overview

We are seeking a seasoned, strategic Chief Financial Officer (CFO) to serve as a key member of the executive leadership team during an aggressive growth and expansion phase. This role is critical to scaling a complex Life Insurance and TPA organization that sells business, manages claims and administrative operations for carrier partners, launches new products, executes M&A transactions, and manages diversified investments and real estate holdings.

The ideal candidate is a proven financial leader with deep experience in highly regulated insurance and financial services environments, capable of partnering closely with a CEO

and Owner who are growth-driven, entrepreneurial, and focused on increasing enterprise value.

Key Responsibilities

Strategic & Executive Leadership

· Serve as a trusted strategic partner and collaborator to the CEO and Owner, providing financial leadership to support aggressive growth, expansion, and revenue initiatives

· Help define and execute the company’s long-term financial strategy, capital structure, and growth roadmap

· Translate complex financial data into actionable insights to support executive decision-making

· Build scalable financial infrastructure to support rapid organizational growth and increasing operational complexity

Financial Management & Reporting

· Oversee all financial operations, including accounting, budgeting, forecasting, financial reporting, and internal controls

· Ensure timely, accurate GAAP-compliant financial statements across multiple legal entities and lines of business

· Manage investment accounting, including statutory and GAAP considerations

· Oversee cash flow management, capital planning, and liquidity strategy

Insurance, TPA & Regulatory Oversight

· Ensure compliance with regulatory requirements related to Life Insurance, Long-Term Care (LTC), and TPA operations

· Manage statutory reporting, audits, examinations, and regulatory filings with state insurance departments and other governing bodies

· Oversee SOC 1 / SOC 2 compliance and strengthen internal controls to meet carrier, regulator, and partner expectations

· Partner with legal, compliance, and operations teams to proactively address regulatory risk

Mergers, Acquisitions & Growth Initiatives

· Lead financial due diligence, valuation, structuring, and integration for mergers, acquisitions, and strategic partnerships

· Develop post-merger integration plans to ensure financial, operational, and cultural alignment

· Evaluate new product launches and expansion opportunities, including pricing, profitability, and risk analysis

Investment & Asset Management

· Oversee investment management accounting and reporting

· Provide financial oversight of real estate holdings, including performance analysis and strategic planning

· Partner with investment advisors and stakeholders to align investment strategy with company objectives

Organizational Scale & Team Leadership

· Build, mentor, and lead a high-performing finance, accounting, and reporting organization

· Implement scalable systems, processes, and controls to support growth across multiple business units and entities

· Foster a culture of accountability, transparency, and continuous improvement

Executive Leadership Characteristics

· Enterprise Ownership & Execution

Takes full accountability for enterprise financial outcomes and consistently delivers results in complex, regulated environments. Establishes clear priorities, drives disciplined execution, and builds scalable systems that support growth, profitability, and control.

· Strategic Agility

Adapts financial strategy quickly to support growth initiatives, acquisitions, new products, and regulatory change. Makes timely, well-informed decisions that balance speed, risk, and long-term value creation.

· Direct, High-Impact Communication

Communicates with clarity and conviction at the executive, board, and regulatory

levels. Raises risks early, challenges assumptions when necessary, and translates complexity into actionable decisions.

· Collaborative Enterprise Leadership

Operates as an enterprise leader, aligning finance with operations, claims, compliance, and growth teams. Builds trust, drives alignment, and leads effectively through change and integration.

· Value-Driven Stewardship

Applies a disciplined, stakeholder-focused approach to financial leadership, ensuring decisions support operational excellence, customer trust, regulatory integrity, and sustainable growth.

Qualifications & Experience

Required

· 15+ years of progressive financial leadership experience, including prior CFO or senior finance executive roles

· Significant experience in Life Insurance carrier, TPA operations, or similarly regulated financial services environments

· Demonstrated success leading Finance in complex, multi-entity organizations undergoing rapid growth

· Deep knowledge of insurance accounting, statutory reporting, and regulatory compliance

· Proven experience with SOC compliance, audits, and internal control frameworks

· Strong M&A experience, including due diligence and post-acquisition integration

· Track record of partnering effectively with entrepreneurial CEOs and owners

Preferred

· CPA, CFA, or MBA

· Experience with Life Insurance and Long-Term Care products

· Experience overseeing investment portfolios and real estate assets

· Prior experience scaling a company through significant revenue and operational growth

Opportunity

This role offers the opportunity to serve as a transformational CFO, directly shaping enterprise strategy, growth, and long-term value creation within a complex and rapidly evolving insurance and TPA platform.

Why Join Us?

· Competitive salary and benefits, including 401(k), health insurance, and performance-based bonuses.

· Collaborative and fast-paced work environment.

· Professional development and growth opportunities within the finance and investment space.

Benefits:

· Competitive Salary & Target Bonus Program

· Retirement Savings – 401(k) with a company match

· Comprehensive Medical insurance through BlueCross BlueShield of Texas. Company-paid dental, vision, short-term & long-term disability, and life insurance.

· Work-Life Balance – This role offers 20+ days of PTO, 10 paid holidays, and paid volunteer time off.

· Flexible Work Options & Perks – Hybrid opportunity, wellness programs, and weekly paid lunch for onsite staff.

· Health Savings Accounts (HSA) & Flexible Spending Accounts (FSAs) – Includes a company match for HSAs.

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