Chief Financial Officer

About the Role

A privately held specialty insurance organization is seeking a Chief Financial Officer to provide strategic financial leadership through its next phase of growth. This is an opportunity for a senior insurance finance executive who wants to operate beyond traditional accounting and reporting—partnering directly with senior leadership on growth initiatives, business performance, financial strategy, and the development of a scalable finance organization.

The organization has established a strong operating foundation and is continuing to expand its presence across the specialty insurance market. The CFO will work closely with executive leadership and ownership, providing the financial perspective necessary to evaluate opportunities, improve performance visibility, and support continued growth.

Responsibilities

Strategic Finance & Business Partnership

• Serve as a trusted advisor to executive leadership and ownership on financial strategy and business decisions
• Translate financial information into actionable business insights
• Partner with operational leaders to evaluate performance, opportunities, and long-term economics
• Develop forecasts, financial models, and business plans supporting strategic initiatives
• Provide financial analysis and perspective on growth opportunities

Financial Leadership & Infrastructure

• Lead, develop, and empower the broader finance and accounting organization
• Oversee accurate and timely financial reporting across multiple operating entities
• Continue enhancing financial processes, systems, reporting capabilities, and internal controls
• Establish meaningful KPIs and reporting frameworks to improve decision-making
• Maintain strong financial discipline while enabling the organization to move quickly

Growth & Enterprise Initiatives

• Support evaluation and due diligence of new opportunities
• Partner with leadership on strategic investments, partnerships, and growth initiatives
• Help develop the financial infrastructure required to support continued expansion
• Identify opportunities to improve profitability, efficiency, and organizational scalability

Requirements

• Prior CFO, Deputy CFO, Division CFO, or equivalent senior finance leadership experience
• Strong P&C insurance experience
• Experience leading accounting and finance organizations
• CPA designation preferred
• Demonstrated ability to operate as a business partner and strategic advisor, not simply as a financial steward
• Experience supporting growth, acquisitions, new ventures, or complex multi-entity environments
• Strong understanding of insurance financial reporting, accounting, and operating economics

Relevant backgrounds may include specialty P&C insurance organizations, insurance services businesses, specialty insurance platforms, carrier finance organizations, entrepreneurial or privately held insurance businesses, or senior finance leaders who have progressed from technical accounting into broader enterprise leadership.

Leadership Profile

The successful candidate will be:

• Strategic – able to connect financial information to broader business decisions
• Commercially minded – comfortable discussing growth, profitability, and capital allocation
• Entrepreneurial – effective in a privately held, growth-oriented environment
• Collaborative – capable of partnering credibly with underwriting, operations, and executive leadership
• A builder – energized by improving processes, systems, teams, and infrastructure
• Executive-level communicator – comfortable serving as a financial voice to ownership and senior leadership