Oliver James is delighted to be partnering with a highly sophisticated, asset manager-backed insurance platform to appoint a Senior Finance Leader in the insurance industry.
Our client is a publicly listed investment vehicle backed by an established global alternative asset manager, with deep roots across private credit, structured finance, and insurance solutions. The platform is in an active build-out phase, deploying capital across reinsurance, in-force blocks, and strategic insurance acquisitions.
The Opportunity
This is a rare opportunity for a senior life insurance finance professional to step into a broad, value-creating leadership role with genuine influence over balance sheet strategy, capital deployment, and platform expansion. Initially anchored in technical accounting and reporting excellence, the role will naturally evolve into a CFO-level remit as the insurance platform scales.
Key Focus Areas
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Ownership of statutory and GAAP financial reporting for life insurance and reinsurance entities
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Oversight of regulatory filings, Blue Book submissions, and regulator engagement
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Leadership across accounting operations, close processes, and external reporting
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Balance sheet stewardship spanning capital, liquidity, investments, and reinsurance structures
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Financial planning, forecasting, and analytics to support growth and transaction activity
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Active participation in M&A, block acquisitions, and post-deal integration
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Collaboration with investment, actuarial, tax, and executive stakeholders
Ideal Background
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Extensive experience within life insurance or annuity finance leadership
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Deep technical grounding in US STAT and GAAP insurance accounting
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Strong exposure to annuity products (MYGA, FIA preferred) and reinsurance structures
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Proven ability to operate in fast-moving, transaction-driven environments
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Senior-level communication skills with boards, executives, and external partners
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CPA, CFA, or MBA strongly preferred
This role offers exceptional scope, visibility, and long-term upside within a capital-backed insurance growth platform.
For more informaiton please apply using the prompts provide or contact [email protected] for more information.
