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CFO

Chief Financial Officer (CFO)

Our client is a well-established, PE-backed insurance carrier that is looking to grow their business and take their Life & Annuity business to the next level. They’re seeking an executive leader to join them and oversee their Finance department and partner with the CEO and the board. This is a true C-level position where you’ll be making strategic decisions that might greatly impact the company. The ideal candidate can come from either a Finance or Actuary background, and should bring:
  • Insurance Experience

    • Life and annuity experience required.
    • P&C experience is a big plus

    AM Best

    • Having experience with AM Best is crucial to the position
    • Ideally want someone who:
      • Has credibility with AM Best.
      • Can present effectively to rating agencies.
      • Demonstrates strong leadership and governance.
      • Can help elevate organizational structure and controls.

    Reporting & Systems

    • Strong statutory reporting background.
    • Experience with GAIN accounting statement software is highly desirable.
    • Familiarity with NetSuite is preferred.
    • Interest in candidates who understand:
      • AI applications within NetSuite.
      • Process automation opportunities within accounting and finance functions.

    Leadership

    • Seeking someone who can:
      • Lead an organization.
      • Build confidence with regulators and rating agencies.
      • Establish structure and accountability.
      • Elevate the finance function.

My client is based in Alabama, about an hour south of Montgomery. They’re open to a remote + travel schedule for the right candidate or relocation assistance.