Chief Financial Officer
Frank Winston Crum Insurance · Clearwater, FL · 1 mo ago
SalesFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where there is real specific content.
We need to parse the posting.
First, remove boilerplate: The initial paragraph about FrankCrum being a Top Workplace etc. That's likely "About the role"? Actually "About the role" is a heading we can use for description of the role. The posting includes "The Role You'll Play to Create Success" then description. So we can put that under
About the role
with paragraphs. Then responsibilities: The bullet list of duties after "The Role You'll Play..." includes many sentences each starting with a verb. Those are responsibilities. We'll put them in- .
Then requirements/qualifications/skills: The "Attributes We Seek" section lists education, experience, etc. Those could be Requirements and Qualifications. Possibly separate: Requirements (education, experience) and Qualifications (preferred). But we can combine? The instruction: prefer few substantive sections over many thin ones. We could have a single "Requirements" section covering both required and preferred. Or separate Requirements and Qualifications if there is distinct content. Let's see: The Attributes We Seek includes:
- Bachelor's degree in Finance, Accounting, Economics, Actuarial Science, Business Administration, or a related field.
- 10+ years of progressive experience in finance, accounting, actuarial, or insurance-related leadership roles.
- 5+ years in a CFO, Deputy CFO, SVP Finance, VP Finance, or comparable senior leadership role strongly preferred.
- Direct experience with an insurance carrier in a senior financial leadership capacity required.
- Demonstrated record of improving profitability, forecasting accuracy, capital efficiency, operating discipline, financial transparency, or enterprise value in a complex insurance organization.
- MGA experience, particularly experience with underwriting, delegated authority, pricing, profitability, and carrier/MGA relationships preferred.
- Demonstrated experience leading meaningful financial or operational transformation, including upgrading talent, improving processes, implementing technology, and increasing the quality and speed of management information.
- Experience leading or directly overseeing Actuarial is strongly preferred given the scope of this role.
- Experience with P&C insurance, workers' compensation, commercial insurance, or a similarly regulated insurance environment preferred.
- Experience presenting financial, actuarial, risk, and strategic matters to a Board of Directors and/or executive leadership team preferred.
- Experience with acquisitions and divestitures, strategic partnerships, debt and capital arrangements, economic capital, stress testing, and post-investment performance measurement.
These are a mix of required and preferred. Could split into Requirements (required) and Qualifications (preferred). But we need to avoid thin sections. However we have enough content for both.
Then Benefits: The "Our Competitive Benefits" section lists many benefits. That's specific content, so include Benefits heading.
Pay: No mention of salary/pay. So we should NOT include Pay section.
Schedule: No mention of schedule (full-time on-site is mentioned earlier: "full-time on-site Chief Financial Officer!" That's schedule? It says full-time on-site. That could be considered schedule info. The posting says "full-time on-site". That is specific. So we can include Schedule section with that detail.
Also there is "What's Special About FrankCrum" which is more about company culture; could be considered About the role? But we already have About the role. Could add another section like "About the Company" but not in allowed headings. Allowed headings are limited to those list. So we could incorporate that info into About the role or maybe Benefits? But it's not benefits. Probably we can put it under About the role as additional description.
We must not include boilerplate like EEO etc. Remove that.
Now produce HTML:
About the role
... description ...
Responsibilities
- ... each duty ...
Requirements
- ... required items ...
Qualifications
- ... preferred items ...
Benefits
- ... benefits ...
Schedule
Full-time on-site position.
We need to ensure we preserve all substantive information. Let's extract the responsibilities sentences exactly. From the posting after "The Role You'll Play to Create Success We are excited to announce our search for a full-time on-site Chief Financial Officer! The Chief Financial Officer (CFO) is a senior executive responsible for strengthening financial performance, strategic decision-making, capital stewardship, and long-term enterprise value. Reporting to the President, FWCI, the CFO leads the Finance, Accounting, Actuarial, Compliance, and Data & Analytics functions and serves as a key advisor to the President, executive leadership team, and Board. The CFO will provide independent, forward-looking insight into the organization’s performance, opportunities, and risks, translating strategy into measurable financial and operating plans and improving the quality and speed of leadership decision-making. This role requires more than technical financial expertise. The successful candidate will be a commercially minded insurance executive who understands how underwriting, pricing, claims, reserving, reinsurance, operations, technology, and distribution combine to create sustainable profitability and who can constructively challenge assumptions, strengthen executive accountability, and help the business act proactively on emerging risks and opportunities." Then a list of duties each starting with a verb: "Develops and executes the organization's long-term financial strategy in partnership with the President, FWCI and executive leadership team. Translates business strategy into financial plans, budgets, forecasts, capital requirements, and measurable performance objectives. Serves as a trusted strategic advisor to the President, FWCI, executive leadership team, and Provides insight into the Board’s financial performance, risks, opportunities, and business scenarios. Leads the organization's Finance, Accounting, Actuarial, Compliance, and Data & Analytics functions, driving modernization through improved processes, automation, analytics, technology, data, and artificial intelligence. Leads the financial evaluation and execution of acquisitions, strategic partnerships, new ventures, major technology investments, and other enterprise initiatives, including valuation, scenario analysis, due diligence, capital requirements, risk assessment, and post-investment performance measurement. Ensures accurate, timely, and transparent financial reporting in accordance with GAAP, statutory, regulatory, and governance requirements. Oversees financial planning, budgeting, forecasting, long-range planning, and actuarial processes, ensuring alignment between financial projections, business strategy, and risk assumptions. Leads the Actuarial function and oversee reserving, forecasting, pricing support, financial modeling, loss projections, and actuarial analysis. Partners with underwriting, claims, product, operations, and risk leadership to evaluate insurance performance, profitability, pricing, and financial trends. Monitors key insurance and financial metrics, including premium growth, loss and expense ratios, combined ratio, reserve development, profitability, and performance by product or business segment. Oversees capital, liquidity, investment, reinsurance, and financial risk strategies to support the organization's financial strength and long-term objectives. Evaluates and strengthen capital strategies, investments, strategic partnerships and initiatives, new products and markets, and other significant business decisions to ensure appropriate financial returns and risk management. Identifies opportunities to improve profitability, operating efficiency, productivity, margins, and return on investment across the organization. Establishes strong financial controls, policies, processes, compliance practices, and governance while maintaining effective relationships with auditors, regulators, banking partners, and other external stakeholders. Provides leaders with actionable financial, actuarial, compliance, risk, and business insights, helping them understand performance drivers, risks, opportunities, and the actions needed to improve results. Builds and lead high-performing Finance, Accounting, Actuarial, Compliance, and Data & Analytics teams, establishing clear accountability, leadership development, succession planning, and a culture of collaboration and continuous improvement. Represents the organization with the Board, regulators, auditors, financial institutions, and other key stakeholders, communicating complex financial, actuarial, and strategic matters clearly and effectively." We need to preserve all that. Some sentences have minor grammar issues but we keep as is. Now Requirements (required): Let's pull out required items: - Bachelor's degree in Finance, Accounting, Economics, Actuarial Science, Business Administration, or a related field. - 10+ years of progressive experience in finance, accounting, actuarial, or insurance-related leadership roles. - Direct experience with an insurance carrier in a senior financial leadership capacity required. - Demonstrated record of improving profitability, forecasting accuracy, capital efficiency, operating discipline, financial transparency, or enterprise value in a complex insurance organization. Also maybe "Experience leading or directly overseeing Actuarial is strongly preferred" is preferred, not required. Thus Requirements list those four. Qualifications (preferred): list the rest: - 5+ years in a CFO, Deputy CFO, SVP Finance, VP Finance, or comparable senior leadership role strongly preferred. - MGA (Managing General Agency) experience, particularly experience with underwriting, delegated authority, pricing, profitability, and carrier/MGA relationships preferred. - Demonstrated experience leading meaningful financial or operational transformation, including upgrading talent, improving processes, implementing technology, and increasing the quality and speed of management information. - Experience leading or directly overseeing Actuarial is strongly preferred given the scope of this role. - Experience with P&C insurance, workers' compensation, commercial insurance, or a similarly regulated insurance environment preferred. - Experience presenting financial, actuarial, risk, and strategic matters to a Board of Directors and/or executive leadership team preferred. - Experience with acquisitions and divestitures, strategic partnerships, debt and capital arrangements, economic capital, stress testing, and post-investment performance measurement. Also maybe "Experience leading or directly overseeing Actuarial is strongly preferred" already included. Now Benefits: list from "Our Competitive Benefits Along with this great opportunity, FrankCrum also provides exceptional benefits from top carriers including:" then bullet list. We need to capture each benefit item: - Health Insurance is just twenty-five dollars per month for employee only coverage and a very low cost for family levels. - Dental and Vision Insurance - Short Term Disability and Term Life Insurance at no cost to the employee - Long Term Disability and Voluntary Term Life Insurance - Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance - 401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match - Flexible Spending Accounts for Medical and Dependent Care Reimbursement - Health Savings Account funded by FrankCrum - Paid time off and holiday pay - Education Benefit Program at the IRS Maximum allowance - PTO cash out - Tickets at Work - Alero Financial and its robust credit union benefits program - Employee and client referral bonus programs - Disaster Relief Fund for employees We need to keep each as - . Now Schedule: "full-time on-site Chief Financial Officer!" So schedule: Full-time on-site. Now About the role: we need a paragraph summarizing the role description. Could combine the initial paragraphs before the list of duties. Let's craft a paragraph: "We are excited to announce our search for a full-time on-site Chief Financial Officer! The Chief Financial Officer (CFO) is a senior executive responsible for strengthening financial performance, strategic decision-making, capital stewardship, and long-term enterprise value. Reporting to the President, FWCI, the CFO leads the Finance, Accounting, Actuarial, Compliance, and Data & Analytics functions and serves as a key advisor to the President, executive leadership team, and Board. The CFO will provide independent, forward-looking insight into the organization’s performance, opportunities, and risks, translating strategy into measurable financial and operating plans and improving the quality and speed of leadership decision-making. This role requires more than technical financial expertise. The successful candidate will be a commercially minded insurance executive who understands how underwriting, pricing, claims, reserving, reinsurance, operations, technology, and distribution combine to create sustainable profitability and who can construct