Chief Financial Officer

Overview

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.

• 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

• 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
• 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

• 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

• 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

• 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

• 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