Oliver James Associates
Our client, an technology enabled and private equity backed MGU established in 2018, has experienced exceptional growth over the past four years. With a quadrupled total premium, exponentially increased net assets, and expanding market share, they are now in search of a CFO to spearhead their finance function. The CFO role at this firm is a unique opportunity for a highly entrepreneurial individual to shape the finance department, drive significant growth, and play a vital role within the management team. As the company grows rapidly, finding a candidate eager to contribute at the ground level is crucial.
Initially, the CFO will establish the finance function from scratch, including setting up a general ledger, preparing financial statements, and creating management packs. The role will then progress to encompass forward-thinking analysis, budgeting, forecasting, and treasury management. In the final stage, the focus will shift towards strategy development, financial leadership, and M&A activities.
This is a remote CFO position. Compensation ranges from 200-300k base salary with bonus potential.
The initial responsibilities include:-
Leading the accounting team
Preparing the financial statements – US GAAP
Preparing the tax compliance documents
Building out the financial control environment
Developing accounting policies and procedures
Oversee stop loss accounting
Asses collateral requirements
Investment accounting and reporting
Hiring and developing a team of finance professionals
Working with Executive Leadership on the strategy of the company
Mandatory experience required:
Proven experience as a Finance Leader (CFO, CAO, Controller or Similar)
Insurance industry experience – this could be within a P&C, insurance intermediary or MGU firm.
Ideal experience and qualifications
CPA, MBA or similar will be highly regarded
Bachelors degree in Finance, Accounting or similar
Experience in a rapidly growing insurance company
Strong leadership capabilities and willingness to be hands on driving execution and change where needed
Financial system implementation experience
Highly motivated and takes pride in their work and has a conscientious and diligent work ethic
Proficient in the use of financial management software
Ability to strategize and solve problems.
Strong leadership and organizational skills.
Excellent communication and people skills.
An analytical mind, comfortable with numbers.
Please note that given the amount of applicantions only candidates with the desired experience and qualifications will be considered.
To be considered, please apply using the prompts provided.
Oliver James Associates
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