Chief Financial Officer

4 days ago


Houston, Texas, United States Oliver James Associates Full time

Job Title: Chief Financial Officer

Job Summary:

We are seeking a highly experienced and entrepreneurial Chief Financial Officer to join our client, a rapidly growing insurance enabled and private equity backed Managing General Underwriter (MGU). The successful candidate will be responsible for establishing and leading the finance function, driving significant growth, and playing a vital role within the management team.

Key Responsibilities:

  • Establish the finance function from scratch, including setting up a general ledger, preparing financial statements, and creating management packs.
  • Progress to encompass forward-thinking analysis, budgeting, forecasting, and treasury management.
  • Develop and implement financial policies and procedures.
  • Oversee stop loss accounting, assess collateral requirements, and manage investment accounting and reporting.
  • Hire and develop a team of finance professionals.
  • Work closely with Executive Leadership to develop and implement the company's strategy.

Requirements:

  • Proven experience as a Finance Leader (CFO, CAO, Controller or Similar).
  • Insurance industry experience, preferably within a P&C, insurance intermediary or MGU firm.
  • CPA, MBA or similar qualification will be highly regarded.
  • Bachelors degree in Finance, Accounting or similar.
  • Strong leadership capabilities, willingness to be hands-on, and drive execution and change where needed.
  • Financial system implementation experience.
  • Highly motivated and takes pride in their work, with 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.

What We Offer:

A competitive compensation package, including a base salary and bonus potential.

How to Apply:

Please submit your application using the prompts provided.



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