Chief Financial Officer (CFO) - Represented by OliverJames

OliverJames is currently representing a client in the Annuity & Life Insurance sector. Our client seeks a dynamic CFO to lead all accounting and regulatory compliance ("Bluebook" STAT Reporting), create strategic financial planning and oversee risk management. This position is ideal for a Life & Annuity Insurance professional ready to influence strategic direction and collaborate with executive leadership.

The CFO will oversee the day-to-day Accounting and Finance operations, ensuring alignment with organizational objectives. The role involves building a high-performing finance team, leading daily accounting operations and providing financial, reinsurance, and risk management strategies to the leadership team. This role requires an in-depth understanding of the Insurance Industry and the Life & Annuity space and aptitude for collaborating with executive teams.

Key Responsibilities Include:

Financial Strategy: Shaping and executing the financial strategy to support business growth.
Financial Reporting: Leading financial reporting and ensuring compliance with industry regulations (Statutory "Bluebook").
Budgeting & Forecasting: Driving budgeting, forecasting, and analytical initiatives to enable informed decision-making.
Risk Management: Overseeing risk management processes and enhancing frameworks for financial stability.
Investment Management: Managing investments and optimizing the allocation of financial resources.
Risk & Reinsurance: Supervising strategic risk transfer through effective reinsurance management.
Team Leadership: Building and mentoring a high-performing finance team to drive operational efficiency.
Executive Communication: Communicating key financial insights and strategies to leadership and stakeholders.
Process Improvement: Continuously improving processes to increase efficiency and align with best practices.

Qualifications:

Bachelor's degree in a relevant field; advanced degree (e.g., MBA) preferred.
Professional accounting designation (CPA required).
10+ years of Accounting and Finance experience in the insurance industry.
Deep knowledge of financial reporting standards and industry-specific accounting practices. "Bluebook" Statutory Reporting is Required.
Expertise in risk management, reinsurance, financial planning and compliance.
Strong leadership skills with a track record of team development.
Exceptional communication abilities for stakeholder engagement.
Familiarity with financial systems and analytical tools.

Why Consider This Role?
This is a rare chance to join a forward-thinking organization at a pivotal time in its growth. You'll play an integral role in shaping the financial success of a growing Life & Annuity Carrier focused innovation and industry impact.

For more information or to apply, please apply using the prompts provided or contact Josh Roman at Oliver James. Please note that given the amount of applications, only candidates with the above mentioned skill set will be considered further.

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