[{"id":10283,"date":"2026-06-25T08:00:22","date_gmt":"2026-06-25T08:00:22","guid":{"rendered":"https:\/\/www.oliverjames.com\/jobs\/pensions-implementation-transition-analyst\/"},"modified":"2026-06-25T08:00:30","modified_gmt":"2026-06-25T08:00:30","slug":"pensions-implementation-transition-analyst-10283","status":"publish","type":"job","link":"https:\/\/www.oliverjames.com\/en\/jobs\/pensions-implementation-transition-analyst-10283\/","title":{"rendered":"Pensions Implementation \/ Transition Analyst"},"content":{"rendered":"<h2>Implementation Analyst<\/h2>\n<p class=\"isSelectedEnd\"><strong>Location:<\/strong> Manchester \/ London<\/p>\n<p class=\"isSelectedEnd\">We are seeking an analytical and detail oriented <strong>Implementation Analyst<\/strong> to join a growing pensions operations team, supporting the on boarding, transition and ongoing management of complex pension arrangements. This role is open to traditional and non-traditional actuarial experience.<\/p>\n<p class=\"isSelectedEnd\">This is an excellent opportunity for someone with experience in pensions, financial services, operations or data-focused environments who is looking to develop their career within a specialist and fast growing area of the market.<\/p>\n<h3>The Role<\/h3>\n<p class=\"isSelectedEnd\">Working as part of a collaborative implementation team, you will support the successful on boarding and transition of pension schemes, helping to ensure data, processes and operational activities are delivered accurately and efficiently.<\/p>\n<p class=\"isSelectedEnd\">Key responsibilities include:<\/p>\n<ul data-spread=\"false\">\n<li>Supporting pension scheme on boarding and implementation activities<\/li>\n<li>Assisting with data validation, cleansing and quality assurance exercises<\/li>\n<li>Reviewing scheme data and identifying potential risks or issues<\/li>\n<li>Supporting data migration and transition projects<\/li>\n<li>Maintaining accurate management information and reporting<\/li>\n<li>Assisting with member option calculations and operational processes<\/li>\n<li>Liaising with trustees, administrators and internal stakeholders<\/li>\n<li>Supporting payroll and administration transition activities<\/li>\n<li>Contributing to process improvement and operational efficiency initiatives<\/li>\n<\/ul>\n<h3>About You<\/h3>\n<p class=\"isSelectedEnd\"><strong>Essential:<\/strong><\/p>\n<ul data-spread=\"false\">\n<li>Experience within pensions, financial services, operations, administration or a data focused environment<\/li>\n<li>Strong numerical and analytical skills<\/li>\n<li>Excellent attention to detail and problem-solving ability<\/li>\n<li>Strong communication and stakeholder management skills<\/li>\n<li>Experience using Microsoft Excel and working with large data sets<\/li>\n<li>Ability to manage multiple priorities and work to deadlines<\/li>\n<\/ul>\n<p class=\"isSelectedEnd\"><strong>Desirable:<\/strong><\/p>\n<ul data-spread=\"false\">\n<li>Any post transaction experience<\/li>\n<li>Traditional or non-traditional actuarial experience within a BPA operations function<\/li>\n<li>Defined Benefit (DB) pensions knowledge or experience<\/li>\n<li>Experience working with pension scheme data or administration processes<\/li>\n<li>Exposure to implementation, on boarding, transition or migration projects<\/li>\n<li>Experience reviewing contracts or interpreting technical documentation<\/li>\n<li>Progress towards, or interest in undertaking, professional qualifications<\/li>\n<\/ul>\n<h3>What&#8217;s on Offer<\/h3>\n<ul data-spread=\"false\">\n<li>Hybrid and flexible working arrangements<\/li>\n<li>Opportunity to join a growing and evolving pensions business<\/li>\n<li>Exposure to complex implementation and transition projects<\/li>\n<li>Supportive and collaborative team environment<\/li>\n<li>Ongoing training and professional development opportunities<\/li>\n<li>Competitive salary and benefits package<\/li>\n<\/ul>\n<p class=\"isSelectedEnd\">If you are interested in discussing this opportunity further, or would like a broader conversation about the pensions market, please reach out to <a href=\"mailto:bill.traynor@oliverjames.com\">bill.traynor@oliverjames.com<\/a>.<\/p>\n<p>If this particular role is not quite right but you are considering your next move within pensions, I&#8217;d be happy to have a confidential conversation about other opportunities in the market.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/QmlsbC5UcmF5bm9yLjY1NzMwLjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Implementation Analyst Location: Manchester \/ London We are seeking an analytical and detail oriented Implementation Analyst to join a growing pensions operations team, supporting the on boarding, transition and ongoing management of complex pension arrangements. This role is open to traditional and non-traditional actuarial&#8230;<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[27],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"location":[1259],"class_list":["post-10283","job","type-job","status-publish","hentry","discipline-pensions","location-manchester"],"acf":{"job_reference":"JOB-062026-308892_1782374422","job_type":"Permanent","job_industry":"Pensions","working_arrangement":"","featured":"","start_date":"","expiry_date":"2026-07-02","salary_currency":"GBP","salary_from":"","salary_to":"","salary_per":"annum","salary_benefits":"","salary":"Negotiable","custom_data":"","application_email":"Bill.Traynor.65730.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=QmlsbC5UcmF5bm9yLjY1NzMwLjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20","contact_name":"Bill Traynor","contact_email":"Bill.Traynor@oliverjames.com","contact_telephone":"+44 20 3808 8148","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Manchester, Greater Manchester","job_location_raw":"Europe > England > N. W. England > Greater Manchester > City Of Manchester > Manchester","geo_lat":"53.4807593","geo_long":"-2.2426305","geo_formatted_address":"Manchester, UK","geo_city":"Manchester","geo_country_short":"GB","geo_country_long":"United Kingdom","geo_administrative_area_level_2_short":"Greater Manchester","geo_administrative_area_level_2_long":"Greater Manchester","geo_administrative_area_level_1_short":"England","geo_administrative_area_level_1_long":"England","talentlink_job_id":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Pensions Implementation \/ Transition Analyst - Oliver James<\/title>\n<meta name=\"description\" content=\"Grow your pensions career as an Implementation Analyst in Manchester or London, supporting data, transitions and scheme onboarding.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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Payroll Admin"},"content":{"rendered":"<h2 class=\"PDq2pG_selectionAnchorContainer\" data-start=\"90\" data-end=\"291\">Pensions Payroll Administrator<\/h2>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"90\" data-end=\"291\">We are looking for an experienced Pension Payroll Administrator to join a growing operations team, supporting the delivery of high-quality payroll services for pension scheme members and policyholders.<\/p>\n<p class=\"\" data-start=\"293\" data-end=\"521\">This is an excellent opportunity for someone with defined benefit pension and payroll administration experience who enjoys working in a detail-focused environment and is passionate about delivering outstanding customer outcomes.<\/p>\n<h2 data-section-id=\"18w7bso\" data-start=\"523\" data-end=\"546\">Key Responsibilities<\/h2>\n<ul data-start=\"548\" data-end=\"1443\">\n<li data-section-id=\"1wu54l8\" data-start=\"548\" data-end=\"649\">Administer pension payroll activities in line with scheme rules, legislation and internal controls.<\/li>\n<li data-section-id=\"1f1tern\" data-start=\"650\" data-end=\"735\">Process new pensioner payroll records, amendments, cessations and one-off payments.<\/li>\n<li data-section-id=\"1jykryp\" data-start=\"736\" data-end=\"816\">Calculate and apply pension increases, tax deductions, arrears and recoveries.<\/li>\n<li data-section-id=\"10pv4xi\" data-start=\"817\" data-end=\"923\">Complete payroll reconciliations, validations and control checks to ensure accurate and timely payments.<\/li>\n<li data-section-id=\"qay4wk\" data-start=\"924\" data-end=\"1002\">Maintain member and payroll records, resolving discrepancies and exceptions.<\/li>\n<li data-section-id=\"eiz1zo\" data-start=\"1003\" data-end=\"1108\">Handle enquiries from members, trustees and third parties, providing clear and accurate communications.<\/li>\n<li data-section-id=\"khz0rl\" data-start=\"1109\" data-end=\"1198\">Support payroll implementations, scheme on boarding activities and key life cycle events.<\/li>\n<li data-section-id=\"pbu1yb\" data-start=\"1199\" data-end=\"1274\">Assist with data validation, quality assurance and operational reporting.<\/li>\n<li data-section-id=\"1m7qia1\" data-start=\"1275\" data-end=\"1366\">Ensure compliance with pension legislation, PAYE regulations and governance requirements.<\/li>\n<li data-section-id=\"1ncnor1\" data-start=\"1367\" data-end=\"1443\">Contribute to process improvements and operational efficiency initiatives.<\/li>\n<\/ul>\n<h2 data-section-id=\"1jjwfl7\" data-start=\"1445\" data-end=\"1457\">About You<\/h2>\n<h3 data-section-id=\"6oxzlk\" data-start=\"1459\" data-end=\"1472\">Essential<\/h3>\n<ul data-start=\"1473\" data-end=\"1973\">\n<li data-section-id=\"r9rslh\" data-start=\"1473\" data-end=\"1566\">Experience in defined benefit pension administration and\/or pension payroll administration.<\/li>\n<li data-section-id=\"xviqpj\" data-start=\"1567\" data-end=\"1641\">Strong understanding of payroll processes, controls and reconciliations.<\/li>\n<li data-section-id=\"gfda3j\" data-start=\"1642\" data-end=\"1705\">Knowledge of PAYE, payroll legislation and HMRC requirements.<\/li>\n<li data-section-id=\"jc4bke\" data-start=\"1706\" data-end=\"1761\">Excellent attention to detail and numerical accuracy.<\/li>\n<li data-section-id=\"fbp7rs\" data-start=\"1762\" data-end=\"1824\">Experience using pension administration and payroll systems.<\/li>\n<li data-section-id=\"3j1gsv\" data-start=\"1825\" data-end=\"1903\">Strong organisational skills with the ability to manage multiple priorities.<\/li>\n<li data-section-id=\"7dro74\" data-start=\"1904\" data-end=\"1973\">Proficient in Microsoft Excel and the wider Microsoft Office suite.<\/li>\n<\/ul>\n<h3 data-section-id=\"14ga55x\" data-start=\"1975\" data-end=\"1988\">Desirable<\/h3>\n<ul data-start=\"1989\" data-end=\"2228\">\n<li data-section-id=\"1a14fqp\" data-start=\"1989\" data-end=\"2077\">Experience within Bulk Purchase Annuities (BPA) or Pension Risk Transfer environments.<\/li>\n<li data-section-id=\"bp3oav\" data-start=\"2078\" data-end=\"2147\">Knowledge of FCA regulatory requirements and governance frameworks.<\/li>\n<li data-section-id=\"1dl8kum\" data-start=\"2148\" data-end=\"2228\">Experience supporting payroll implementations, transitions or change projects.<\/li>\n<\/ul>\n<h2 data-section-id=\"5q4cw2\" data-start=\"2230\" data-end=\"2248\"><span style=\"font-size: 10pt\">What&#8217;s on Offer<\/span><\/h2>\n<ul data-start=\"2250\" data-end=\"2553\">\n<li data-section-id=\"qtinvi\" data-start=\"2250\" data-end=\"2276\">Flexible hybrid working.<\/li>\n<li data-section-id=\"1obp4b6\" data-start=\"2277\" data-end=\"2340\">Opportunity to join a growing and evolving pensions business.<\/li>\n<li data-section-id=\"1nwkb20\" data-start=\"2341\" data-end=\"2430\">Exposure to pension payroll operations, governance and process improvement initiatives.<\/li>\n<li data-section-id=\"hh9td9\" data-start=\"2431\" data-end=\"2479\">Supportive and collaborative team environment.<\/li>\n<li data-section-id=\"nc79xu\" data-start=\"2480\" data-end=\"2553\">Career development opportunities within a specialist pensions function.<\/li>\n<\/ul>\n<p data-start=\"2555\" data-end=\"2691\" data-is-last-node=\"\" data-is-only-node=\"\"><span data-teams=\"true\">If you are interested to discuss this opportunity further or would like a conversation about the market, please reach out to bill.traynor@oliverjames.com. If you are currently seeking work within pensions, but the above opportunity is not of interest &#8211; please reach out for a discussion on what you would find interesting. <\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/QmlsbC5UcmF5bm9yLjgwMDYwLjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Pensions Payroll Administrator We are looking for an experienced Pension Payroll Administrator to join a growing operations team, supporting the delivery of high-quality payroll services for pension scheme members and policyholders. 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Enterprise Applications"},"content":{"rendered":"<p><strong><\/strong><strong>Title: Manager &#8211; Enterprise Applications<\/strong><br \/><strong>Location: Albuquerque-Santa Fe Metro Area, hybrid 3 days onsite (Relocation can be considered)<\/strong><br \/><strong>Type: FTE, Direct Hire<\/strong><br \/><strong>Base Salary Range: $135-165k<\/strong><br \/><strong>**No third parties, please note sponsorship is not provided for this position**<\/strong><\/p>\n<\/p>\n<p>We&#8217;re partnering with a well-established organization seeking an experienced Enterprise Applications Manager to lead the strategy, delivery, support, and ongoing evolution of critical business applications.<\/p>\n<\/p>\n<p>You will lead a small team of developers, analysts, and technical professionals while partnering closely with business stakeholders to drive vendor built application modernization, operational efficiency, and long-term technology roadmaps.<\/p>\n<\/p>\n<p>This is a highly visible leadership role responsible for managing a largely &#8216;buy&#8217; 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Introduction<\/span><\/h1>\n<p>A nationally recognized, Barron&#8217;s Top 10 Registered Investment Advisor (RIA) is seeking a Wealth Advisor to join its New York City office.<\/p>\n<p>This opportunity is designed for an ambitious advisor who has developed strong planning and client relationship skills but feels limited by the structure of a larger team. If you&#8217;re looking for a faster path to becoming a lead advisor while receiving direct mentorship from experienced industry leaders, this role offers a unique platform for career growth.<\/p>\n<p>The firm combines the resources and sophistication of a large wealth management organization with an entrepreneurial culture that rewards advisor development, business growth, and long-term partnership. Advisors are supported with a clearly defined Path to Partnership and an attractive participation structure designed to align success with ownership.<\/p>\n<\/p>\n<hr \/>\n<h1><span style=\"font-size: 14pt\">Detailed Job Description<\/span><\/h1>\n<p>This Wealth Advisor position offers the opportunity to join one of the industry&#8217;s most respected independent wealth management firms during a period of continued growth and investment.<\/p>\n<p>The successful candidate will work closely with established advisors and leadership, benefiting from meaningful mentorship, client exposure, and the resources necessary to accelerate their progression into a primary advisory role. The firm has intentionally created an environment where emerging advisors can develop more quickly than in many traditional team structures.<\/p>\n<p>Ideal candidates are currently serving as Associate Advisors, Junior Advisors, Lead Planners, or similar positions within larger practices and are seeking greater responsibility, deeper client engagement, and a clearer path toward becoming a trusted advisor to High Net Worth and Ultra High Net Worth families.<\/p>\n<p>In addition to competitive compensation, the firm offers a transition structure that provides stability while advisors continue building their practice. Advisors also participate in a revenue-sharing model that directly rewards business development and client growth.<\/p>\n<p>Most importantly, this opportunity includes a formal Path to Partnership, allowing advisors to participate in the long-term success of the organization through a combination of financial rewards and ownership alignment. For professionals seeking more than just a job and instead looking to build a lasting career and enterprise value, this represents a compelling opportunity.<\/p>\n<\/p>\n<hr \/>\n<p><strong>If interested, please apply or email joshua.roman@oliverjames.com for a confidential conversation about this opportunity.<\/strong><\/p>\n<\/div>\n<h1> <\/h1>\n<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/Sm9zaHVhLlJvbWFuLjQ2NDY4LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Job Summary &amp; Introduction A nationally recognized, Barron&#8217;s Top 10 Registered Investment Advisor (RIA) is seeking a Wealth Advisor to join its New York City office. 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They are looking for a Senior Fund Accountant to join a high-performing team to support with all fund related reporting.<\/span><\/div>\n<div><span style=\"font-size: 8pt\">**This is a Hybrid role<\/span><\/div>\n<div> <\/div>\n<div><strong><span style=\"font-size: 8pt\">Responsibilities:<\/span><\/strong><\/div>\n<div>\n<ul>\n<li><span style=\"font-size: 8pt\">Prepare financial statements and assist with investor reports<\/span><\/li>\n<li><span style=\"font-size: 8pt\">Oversee cash management for multiple funds<\/span><\/li>\n<li><span style=\"font-size: 8pt\">Work with asset management team in closing transactions<\/span><\/li>\n<li><span style=\"font-size: 8pt\">Assist with the annual audits and preparation of tax returns<\/span><\/li>\n<li><span style=\"font-size: 8pt\">Respond to investor requests as they arise<\/span><\/li>\n<\/ul>\n<p><strong><span style=\"font-size: 8pt\">Background\/Experience<\/span><\/strong><\/p>\n<ul>\n<li><span style=\"font-size: 8pt\">Bachelor&#8217;s Degree in Accounting, Finance or Economics <\/span><\/li>\n<li><span style=\"font-size: 8pt\">Public Accounting experience highly desirable<\/span><\/li>\n<li><span style=\"font-size: 8pt\">Experienced auditing asset management clients (private equity, venture capital, real estate etc.)<\/span><\/li>\n<li><span style=\"font-size: 8pt\">CPA qualified\/candidate desirable<\/span><\/li>\n<li><span style=\"font-size: 8pt\">Experience working with Microsoft Office (excel, word etc.)<\/span><\/li>\n<li><span style=\"font-size: 8pt\">High attention to detail and ability to work in a team environment<\/span><\/li>\n<\/ul>\n<\/div>\n<div> <\/div>\n<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/bWljaGFlbC5jZWxsaWVyLjI1NTI4LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>An Asset Manager, based in Orange County, is looking for a Senior Fund Accountant to join their team. 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Single Client Advisory &#8211; A&amp;F"},"content":{"rendered":"<div>\n<p><strong>Are you looking to transition from External Audit into Corporate Accounting &amp; Finance, but don&#8217;t know what area makes sense for you?<\/strong><\/p>\n<p>If you answered YES, then you should probably read on! &#8211; We are partnered with a leading Single Client Advisory firm, who are looking for External Auditors who want to gain exposure, to a wide range of Industries &amp; Accounting\/Finance functions, such as FP&amp;A, M&amp;A, Fund Accounting, Technical Accounting &amp; System Implementation work.<\/p>\n<p>Long-term, Single Client Advisory engagements, focused on up-skilling you as an A&amp;F professional &amp; helping you hit the next gear in your Career. (NOTE: no pre-requisite knowledge is required, other than an External Audit foundation &amp; an openness\/willingness to take on new challenges)<\/p>\n<\/p>\n<p><strong>Skills, Knowledge and Qualifications<br \/><\/strong>* Undergraduate degree in Accounting or Finance, Masters degree preferred<br \/>* Certified Public Accountant (CPA) certification preferred &#8211; will accept those who are in process<br \/>* Minimum of 5 years of External Audit exposure, with a Big 4, or large CPA Firm.<br \/>* Minimum of 5 busy seasons in external audit- Will accept 4 main busy seasons &amp; a summer busy season<br \/>* High degree of professionalism required- including the ability to communicate with C-Suite level individuals.<br \/>* Strong knowledge of GAAP, IFRS, FASB &amp; SEC\/ASC rules and standards.<br \/>* Advanced Microsoft Excel skills (i.e., macros, pivot tables, etc.) desirable.<\/p>\n<p class=\"slds-text-body_regular slds-p-vertical_medium\"><strong>Desired Skills and Experience<\/p>\n<p><\/strong>Accounting, Finance, Audit, Assurance<\/p>\n<p class=\"slds-text-body_regular slds-p-vertical_medium\">If interested, please contact Jordon Bennett at Jordon.bennett@oliverjames.com<\/p>\n<div>\n<div>\n<h2> <\/h2>\n<\/div>\n<\/div>\n<p> <\/div>\n<p> <\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/Sm9yZG9uLkJlbm5ldHQuNTc4MDkuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Are you looking to transition from External Audit into Corporate Accounting &amp; Finance, but don&#8217;t know what area makes sense for you? If you answered YES, then you should probably read on! &#8211; We are partnered with a leading Single Client Advisory firm, who&#8230;<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[],"industry":[],"contract_type":[],"vacancy_type":[1274],"location":[1310],"class_list":["post-10275","job","type-job","status-publish","hentry","location-new-york"],"acf":{"job_reference":"JOB-032025-274422_1782316013","job_type":"","job_industry":"","working_arrangement":"","featured":"","start_date":"","expiry_date":"2026-07-01","salary_currency":"USD","salary_from":"","salary_to":"","salary_per":"","salary_benefits":"","salary":"Negotiable","custom_data":"","application_email":"Jordon.Bennett.57809.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=Sm9yZG9uLkJlbm5ldHQuNTc4MDkuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ","contact_name":"Jordon Bennett","contact_email":"Jordon.Bennett@oliverjames.com","contact_telephone":"+1 (646) 809-1652","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"New York","job_location_raw":"N. 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You drive the delivery and quality improvement of CDD activities across your team. You are the linking pin for harmonization and operational excellence.<\/p>\n<p><strong>What&#8217;s your focus:<\/strong><\/p>\n<ul>\n<li>Steer a team that is responsible for delivering timely and compliant execution of CDD client files for business \/private customers in the full KYC cycle;<\/li>\n<li>Make sure that the team is operationally efficient, both in capacity as well as competencies;<\/li>\n<li>Set clear qualitative as well as quantitative objectives, KPI&#8217;s and year plans for the team, closely monitor if these are met, and take action if needed;<\/li>\n<li>Provide management information on the operational performance;<\/li>\n<li>Monitor the uniform, compliant implementation and application of CDD procedures throughout the team;<\/li>\n<li>Contribute to and implement structural and uniform process and quality improvements within the CDD area in close collaboration with other operational teams and the Centre of Expertise (CoE).<\/li>\n<\/ul>\n<p> <strong>This is you<\/strong><\/p>\n<p>A true people leader for the CDD co-workers you are able to explain KYC &amp; FC strategy and business plans, set appropriate performance objectives, motivate co-workers to do extraordinary things to achieve the objectives, drive personal and professional development, FLOW dialogues and coach direct reports to reach their full potential.<\/p>\n<p>You are an KYC\/CDD management professional who has expert knowledge of CDD processes and a thorough knowledge of applicable regulatory framework and laws. 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This opportunity has arisen due to the planned retirement of the current incumbent following a highly successful tenure, allowing for a comprehensive handover and transition period.<\/p>\n<p class=\"isSelectedEnd\">\n<p class=\"isSelectedEnd\">This is a rare opportunity to join the executive leadership team of a well-established and highly respected insurance organization at an exciting stage of its continued growth and development. The role offers significant strategic influence across the business, alongside a highly competitive compensation package. Whilst dependent on experience, anticipated total compensation, including base salary, bonus and long-term incentives, is expected to exceed $500,000.<\/p>\n<p class=\"isSelectedEnd\">\n<p class=\"isSelectedEnd\">Reporting directly to the Chief Executive Officer, the CFO will serve as a key strategic partner to the leadership team, providing financial direction, driving performance, overseeing capital and reinsurance strategy, and supporting the long-term growth objectives of the organization.<\/p>\n<p class=\"isSelectedEnd\">\n<h3>Key Responsibilities<\/h3>\n<p class=\"isSelectedEnd\">* Lead all finance and accounting operations, including statutory and GAAP reporting<\/p>\n<p class=\"isSelectedEnd\">* Own the financial planning, forecasting, budgeting and capital management processes<\/p>\n<p class=\"isSelectedEnd\">* Provide oversight of reinsurance strategy, renewals and financial performance<\/p>\n<p class=\"isSelectedEnd\">* Manage relationships with regulators, auditors, rating agencies and other key external stakeholders<\/p>\n<p class=\"isSelectedEnd\">* Deliver strategic financial insight and decision support to the executive leadership team<\/p>\n<p class=\"isSelectedEnd\">* Drive operational efficiencies, process improvements and scalable growth initiatives<\/p>\n<p class=\"isSelectedEnd\">* Lead, mentor and develop a high-performing finance and accounting function<\/p>\n<p class=\"isSelectedEnd\">\n<h3>Required Experience<\/h3>\n<p class=\"isSelectedEnd\">* 15+ years of progressive finance leadership experience within the Property &amp; Casualty insurance sector<\/p>\n<p class=\"isSelectedEnd\">* Prior executive leadership experience within an insurance carrier environment<\/p>\n<p class=\"isSelectedEnd\">* Deep expertise in statutory accounting, regulatory reporting and insurance finance operations<\/p>\n<p class=\"isSelectedEnd\">* Strong reinsurance, capital management and enterprise planning experience<\/p>\n<p class=\"isSelectedEnd\">* CPA qualification preferred<\/p>\n<p class=\"isSelectedEnd\">* Proven ability to influence business strategy and operate as a trusted advisor to senior leadership<\/p>\n<p class=\"isSelectedEnd\">* Experience supporting organizational growth, transformation and operational scale<\/p>\n<p class=\"isSelectedEnd\">\n<p class=\"isSelectedEnd\">This opportunity would suit an accomplished insurance finance executive seeking a genuine strategic CFO role with broad executive exposure and the ability to make a lasting impact on a successful and growing organization.<\/p>\n<p class=\"isSelectedEnd\">\n<p class=\"isSelectedEnd\">My client is open to considering both local candidates and individuals interested in relocating to North Florida. A comprehensive relocation package is available for the successful candidate.<\/p>\n<p class=\"isSelectedEnd\">\n<p>For a confidential discussion or further information, please contact <a href=\"mailto:harry.young@oliverjames.com\">harry.young@oliverjames.com<\/a>.<\/p>\n<\/div>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/SGFycnkuWW91bmcuNTIwOTUuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Chief Financial Officer | Property &amp; Casualty Insurance | Florida Oliver James is delighted to be partnering with a leading Property &amp; Casualty insurance carrier in the appointment of a Chief Financial Officer. This opportunity has arisen due to the planned retirement of the&#8230;<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[19],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"location":[1329],"class_list":["post-10273","job","type-job","status-publish","hentry","discipline-accountancy-finance","location-jacksonville"],"acf":{"job_reference":"JOB-062026-309242_1782313667","job_type":"Permanent","job_industry":"Accountancy & Finance","working_arrangement":"","featured":"","start_date":"","expiry_date":"2026-07-22","salary_currency":"USD","salary_from":"","salary_to":"","salary_per":"","salary_benefits":"","salary":"Negotiable","custom_data":"","application_email":"Harry.Young.52095.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=SGFycnkuWW91bmcuNTIwOTUuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ","contact_name":"Harry Young","contact_email":"Harry.Young@oliverjames.com","contact_telephone":"+16463986913","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Jacksonville, Florida","job_location_raw":"N. 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