CFO

Key Responsibilities

• Lead all accounting, finance, treasury, budgeting, forecasting, and financial planning functions.
• Serve as a strategic partner to the CEO and executive leadership team on business planning, growth initiatives, and operational decision-making.
• Oversee financial reporting and ensure compliance with GAAP, regulatory requirements, and industry standards.
• Develop and execute financial strategies that support company growth, profitability, and long-term objectives.
• Provide leadership for budgeting, forecasting, cash flow management, and financial performance analysis.
• Build, mentor, and develop high-performing accounting and finance teams.
• Drove process improvements, systems enhancements, automation initiatives, and organizational efficiencies.
• Maintain strong internal controls, risk management practices, and corporate governance standards.
• Lead relationships with external auditors, banking partners, insurance regulators, and other key stakeholders.
• Evaluate strategic opportunities including acquisitions, investments, and business expansion initiatives.
• Present financial results and strategic recommendations to executive leadership, ownership, and board-level stakeholders.

Preferred Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA and/or MBA preferred.
• 15+ years of progressive finance and accounting leadership experience.
• Prior experience as a CFO, VP of Finance, Controller, or Divisional Finance Leader.
• Insurance industry experience required.
• Proven ability to build and lead high-performing teams.
• Experience with strategic planning, financial leadership, and organizational growth initiatives.
• Strong executive presence with the ability to influence and partner across all levels of the organization.