Chief Financial Officer (CFO) - Insurance Industry

📍 Location: Greater NYC (Hybrid/On-site)

Are you ready to shape the financial future of a growing insurance company?

Oliver James are seeking hands-on Chief Financial Officer (CFO) to lead the finance, treasury, and accounting functions for a start-up life insurance company. As CFO, you will play a pivotal role in driving financial reporting, optimizing performance, and ensuring regulatory excellence while supporting the company's long-term growth.

About the Company

• Founded five years ago, the company is set to grow actively participating in the M&A space and taking on reinsurance across the platform.
• Privately owned by a leading asset management firm.
• A lean but experienced executive team, offering an opportunity to build, lead, and shape financial operations from the ground up.

Your Role & Responsibilities

✔ Accounting & Financial Reporting

• Oversee US Statutory (STAT) and GAAP financial reporting.
• Manage Blue Book reporting, asset schedules (B, BA), and regulatory filings.
• Ensure compliance with rating agencies and investment management diligence.

✔ Operational & Regulatory Oversight

• Supervise financial controls, risk management, and reinsurance accounting.
• Partner with regulators, auditors, and external stakeholders.
• Implement best practices for financial systems and reporting efficiencies.

✔ Financial Leadership & Strategy

• Establish and oversee accounting, financial reporting, treasury, and capital management functions.
• Provide financial insights and strategic recommendations to senior leadership.
• Lead budgeting, forecasting, and long-term financial planning.

What We're Looking For

✔ Experience & Expertise

• 15+ years of progressive finance experience. Candidates must posses leadership experience within life and/or annuities insurance/reinsurance.
• CPA, MBA, or CFA strongly preferred.
• Deep expertise in STAT, GAAP, and insurance accounting.
• Strong background in forecasting, budgeting, planning, and M&A within insurance.
• Knowledge of MYGA, FIA, and other life insurance products.

✔ Leadership & Growth Potential

• Ready to transition from a controller-level role to a CFO position in a growing company.
• Ability to develop and mentor finance teams while fostering a collaborative culture.
• Comfortable operating in a small but dynamic environment, balancing hands-on execution with strategic leadership.
• Strong project management skills with the ability to prioritize and drive results under tight deadlines.

Compensation

• Highly dependent on candidate's experience.
• Base salary between 200-340k with annual bonus potential.
• No equity on offer.

Interested? please apply using the prompts provided or email Chris Dodds at Chris.dodds@oliverjames.com

Please note that applications are being compiled up until February 28th 2025. Successful candidates will be contacted subsequently.