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Chief Financial Officer (CFO) - Reinsurance - Life & Annuities

Oliver James
New York, NY Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/28/2025

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.

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