Head of Finance Strategy
Oliver James seeks to identify a senior finance executive to lead enterprise performance management, capital management and operational finance initiatives across a growing insurance platform. This position offers meaningful exposure to executive leadership, with direct partnership alongside the CFO to shape financial direction and long-term value creation.
Position Overview
This role plays a pivotal part in aligning financial strategy with business execution and sustainable growth objectives. Key responsibilities include:
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Enhancing profitability across products and business segments through disciplined expense management, operational optimization, and capital deployment grounded in return analysis.
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Owning enterprise capital planning, including allocation strategy, stress testing, ORSA oversight, and solvency analysis to balance expansion with rating agency expectations.
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Partnering with business unit leaders, actuarial, and operations teams to evaluate investments, assess financial risk, and develop forward-looking financial models that inform strategic decisions.
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Delivering clear, executive-level reporting – translating complex financial data into concise insights for the CEO, Board, and rating agencies.
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Modernizing planning and forecasting capabilities through AI-enabled tools, cloud-based EPM systems, and advanced data visualization platforms to strengthen scenario analysis and strategic planning.
Ideal Background
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10+ years of progressive finance leadership experience within insurance, spanning corporate finance, treasury, capital management, finance strategy, and/or corporate development.
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Strong command of financial modeling, stress and scenario analysis, capital adequacy frameworks, and rating agency engagement.
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Demonstrated success influencing business partners and driving operational improvements that enhance financial outcomes.
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Ability to communicate technical financial concepts effectively to both technical and non-technical stakeholders.
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Experience leading cross-functional teams and working collaboratively with senior executives in a results-oriented environment.
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Deep familiarity with regulatory, capital, and operational dynamics within life, P&C, health, or multi-line insurance organizations.
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CPA or CFA designation preferred.
Additional Details
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Reporting Line: CFO
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Location: Remote with periodic travel
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Compensation: $200,000 – $250,000 base salary plus performance bonus; 6% 401(k) match and full benefits package
This opportunity is well suited for a strategic and operationally minded insurance finance leader seeking to influence enterprise direction, optimize capital and risk management, and partner closely with executive leadership to drive measurable performance outcomes.
To apply please hit the link below, or email your resume to [email protected].
