[{"id":12556,"date":"2026-08-11T00:19:22","date_gmt":"2026-08-11T00:19:22","guid":{"rendered":"https:\/\/www.oliverjames.com\/jobs\/vp-finance-transformation-strategic-initiatives\/"},"modified":"2026-08-11T00:19:25","modified_gmt":"2026-08-11T00:19:25","slug":"vp-finance-transformation-strategic-initiatives-12556","status":"publish","type":"job","link":"https:\/\/www.oliverjames.com\/nl\/jobs\/vp-finance-transformation-strategic-initiatives-12556\/","title":{"rendered":"VP, Finance Transformation & Strategic Initiatives"},"content":{"rendered":"
\n

VP, Finance Transformation & Strategic Initiatives<\/h1>\n

Location:<\/strong> U.S. \/ Hybrid
Reports to:<\/strong> CFO<\/p>\n

The Opportunity<\/h2>\n

Oliver James are seeking a VP, Finance Transformation & Strategic Initiatives to lead the evolution of Finance within a growing life insurance \/ annuity platform.<\/p>\n

This is a high-impact role working directly with the CFO and senior leadership to transform Finance across reporting, systems, data, controls and operating processes.<\/p>\n

You’ll own the transformation agenda and lead strategic initiatives across Finance, Accounting, Actuarial, Investments, Treasury and Technology.<\/p>\n

The Role<\/h2>\n
    \n
  • Own and execute the Finance transformation roadmap.<\/li>\n
  • Lead major Finance, accounting and reporting transformation initiatives.<\/li>\n
  • Modernize GL, reporting, data and Finance systems.<\/li>\n
  • Drive automation, process redesign and scalable Finance infrastructure.<\/li>\n
  • Partner across Accounting, FP&A, Actuarial, Investments and Operations.<\/li>\n
  • Lead complex projects from strategy through implementation.<\/li>\n
  • Advise the CFO and executive team on transformation and strategic initiatives.<\/li>\n
  • Support M&A, reinsurance transactions, integrations and new business initiatives.<\/li>\n
  • Improve Finance controls, data quality, reporting and scalability.<\/li>\n<\/ul>\n

    Ideal Profile<\/h2>\n
      \n
    • 12+ years across Finance, Accounting, Consulting or Transformation roles.<\/li>\n
    • Proven track record delivering large-scale Finance transformation.<\/li>\n
    • Strong understanding of life insurance, annuities and\/or reinsurance.<\/li>\n
    • Deep knowledge of Finance processes, systems, data and reporting.<\/li>\n
    • Experience leading ERP, automation, data or reporting transformations.<\/li>\n
    • Strong executive presence with the ability to influence across functions.<\/li>\n
    • CPA, CFA, MBA or equivalent a plus.<\/li>\n<\/ul>\n

      To be considered, please apply using the prompt provided. Please note that only candidates that fit the ideal profile can be considered due to the number of applications. <\/p>\n<\/div>\n

      <\/p>\n","protected":false},"excerpt":{"rendered":"

      VP, Finance Transformation & Strategic Initiatives Location: U.S. \/ HybridReports to: CFO The Opportunity Oliver James are seeking a VP, Finance Transformation & Strategic Initiatives to lead the evolution of Finance within a growing life insurance \/ annuity platform. This is a high-impact role…<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[1246],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"work_type":[1702],"location":[1310],"class_list":["post-12556","job","type-job","status-publish","hentry","discipline-accountancy","location-new-york"],"acf":{"job_reference":"JOB-082026-312499_1786407562","job_type":"Permanent","job_industry":"Accountancy","working_arrangement":"Hybrid","featured":"","start_date":"","expiry_date":"2026-09-08","salary_currency":"USD","salary_from":"175000","salary_to":"280000","salary_per":"annum","salary_benefits":"","salary":"US$175000 - US$280000 per annum","custom_data":"","application_email":"Chris.Dodds.61773.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=Q2hyaXMuRG9kZHMuNjE3NzMuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ","contact_name":"Chris Dodds","contact_email":"Chris.Dodds@oliverjames.com","contact_telephone":"+1 646 398 6918","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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Accountant – Life and Reinsurance"},"content":{"rendered":"<h1>Senior Accountant – Life & Reinsurance<\/h1>\n<h3>The Opportunity<\/h3>\n<p class=\"isSelectedEnd\">We’re partnering with a fast-growing life insurance and reinsurance platform expanding its Finance team in Ballantyne, NC.<\/p>\n<p class=\"isSelectedEnd\">This is a great opportunity for a technically strong accountant to gain broad exposure across US GAAP, statutory reporting, reinsurance, financial analysis and strategic Finance initiatives.<\/p>\n<p class=\"isSelectedEnd\">You’ll work closely with Finance, Accounting, Actuarial, Investment Accounting and Reinsurance teams across the business.<\/p>\n<h3>What You’ll Do<\/h3>\n<ul data-spread=\"false\">\n<li>Support US GAAP and US Statutory close and reporting<\/li>\n<li>Prepare journal entries, reconciliations and reporting schedules<\/li>\n<li>Support external reporting and earnings analysis<\/li>\n<li>Analyze results and explain key business drivers<\/li>\n<li>Account for ceded and assumed life & annuity reinsurance<\/li>\n<li>Partner with Actuarial, Investment Accounting and Reinsurance teams<\/li>\n<li>Support new accounting implementations, integrations and strategic projects<\/li>\n<li>Strengthen controls and improve accounting\/reporting processes<\/li>\n<\/ul>\n<h3>What We’re Looking For<\/h3>\n<ul data-spread=\"false\">\n<li>Bachelor’s degree in Accounting required; CPA\/MBA a plus<\/li>\n<li>4+ years of accounting or financial services experience<\/li>\n<li>Life & annuity insurance\/reinsurance experience preferred<\/li>\n<li>Strong financial reporting and accounting knowledge<\/li>\n<li>Experience with reinsurance accounting and recoverables<\/li>\n<li>Advanced Excel and financial systems skills<\/li>\n<li>Strong analytical, communication and problem-solving abilities<\/li>\n<li>Proactive, commercially minded and comfortable in a fast-paced environment<\/li>\n<\/ul>\n<p>This is a great position for someone looking to leave assurance or 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To be considered, please apply using the prompts provided.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/Q2hyaXMuRG9kZHMuMjY0MTIuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Senior Accountant – Life & Reinsurance The Opportunity We’re partnering with a fast-growing life insurance and reinsurance platform expanding its Finance team in Ballantyne, NC. This is a great opportunity for a technically strong accountant to gain broad exposure across US GAAP, statutory reporting,…<\/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],"work_type":[1702],"location":[1482],"class_list":["post-12554","job","type-job","status-publish","hentry","discipline-accountancy-finance","location-charlotte"],"acf":{"job_reference":"JOB-052026-306084_1786407403","job_type":"Permanent","job_industry":"Accountancy & Finance","working_arrangement":"Hybrid","featured":"","start_date":"","expiry_date":"2026-09-01","salary_currency":"USD","salary_from":"80000","salary_to":"120000","salary_per":"annum","salary_benefits":"","salary":"US$80000 - US$120000 per annum","custom_data":"","application_email":"Chris.Dodds.26412.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=Q2hyaXMuRG9kZHMuMjY0MTIuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ","contact_name":"Chris Dodds","contact_email":"Chris.Dodds@oliverjames.com","contact_telephone":"+1 646 398 6918","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Charlotte, North Carolina","job_location_raw":"N. 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A highly visible role partnering directly with the CFO and senior leadership to drive transformation across Finance, systems,…<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[1246],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"work_type":[],"location":[1482],"class_list":["post-12550","job","type-job","status-publish","hentry","discipline-accountancy","location-charlotte"],"acf":{"job_reference":"JOB-082026-312499_1786405496","job_type":"Permanent","job_industry":"Accountancy","working_arrangement":"","featured":"","start_date":"","expiry_date":"2026-09-07","salary_currency":"USD","salary_from":"180000","salary_to":"300000","salary_per":"annum","salary_benefits":"","salary":"US$180000 - US$300000 per annum","custom_data":"","application_email":"Chris.Dodds.41500.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=Q2hyaXMuRG9kZHMuNDE1MDAuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ","contact_name":"Chris Dodds","contact_email":"Chris.Dodds@oliverjames.com","contact_telephone":"+1 646 398 6918","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Charlotte, North Carolina","job_location_raw":"N. 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These are in-house seats sitting close to the CEO\/CIO’s office, working on live acquisitions, reinsurance transactions, JVs, and strategic partnerships that shape the direction of the business.<\/p>\n<p>If you’re currently in investment banking, private equity, corporate development, or actuarial advisory and want to move onto the buy side of a permanent platform, we want to hear from you.<\/p>\n<h2>What the role involves<\/h2>\n<ul>\n<li>Evaluating and executing M&A, reinsurance, and strategic partnership transactions<\/li>\n<li>Building and maintaining financial models to assess acquisitions and deal structures<\/li>\n<li>Supporting due diligence workstreams across financial, operational, and regulatory areas<\/li>\n<li>Developing investment memos and board-level presentations for senior leadership<\/li>\n<li>Conducting market and competitor research across insurance, reinsurance, and asset management<\/li>\n<li>Partnering with business unit leaders on strategic planning and capital allocation<\/li>\n<li>Reviewing inbound opportunities from banks, advisors, and counterparties<\/li>\n<\/ul>\n<h2>What we’re looking for<\/h2>\n<ul>\n<li>2-4 years’ experience in investment banking (FIG a strong plus), private equity, corporate development, or actuarial\/consulting roles<\/li>\n<li>Insurance or reinsurance sector exposure preferred, but not required if the modeling and deal reps are strong<\/li>\n<li>Advanced financial modeling and M&A transaction analysis skills<\/li>\n<li>Comfortable presenting analysis to senior stakeholders and investment committees<\/li>\n<li>Self-starter who can manage multiple live workstreams at once<\/li>\n<\/ul>\n<h2>Why make the move<\/h2>\n<p>This offers a permanent seat at the table on deals rather than rotating advisory mandates, direct exposure to C-suite and investment committee decision making, and a clearer long-term career path than staying on the sell side.<\/p>\n<\/p>\n<p>Interested or know someone who fits? Reach out directly, confidentially, and without obligation. Feel free to reach out to alex.westacott@oliverjames.com<\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/QWxleC5XZXN0YWNvdHQuOTEwNTIuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Corporate Development & M&A – Insurance \/ Financial Services New York, NY | Associate We are working with a select group of leading insurance platforms and private equity firms who are actively hiring into their Corporate Development and Strategic M&A teams. 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Stuur AI-projecten, coach IT-teams en maak impact in deze uitdagende contractopdracht.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.oliverjames.com\/nl\/jobs\/ai-delivery-coach-12546\/\" \/>\n<meta property=\"og:locale\" content=\"nl_NL\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Ai Delivery Coach\" \/>\n<meta property=\"og:description\" content=\"Word AI Delivery Coach in asset management. 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This is a technical role handling mid to complex Commercial General Liability claims across premise liability, slip & falls, product liability and auto liability, along with other casualty areas. <\/p>\n<ul>\n<li>Handle complex CGL claims including <strong data-start=\"770\" data-end=\"873\">premises liability, slip & falls and other bodily injury cases<\/strong><\/li>\n<li>Handle coverage matters including writing own coverage letters and coverage decisions<\/li>\n<li>Manage litigated files, coordinating defense counsel and driving strategy through to resolution<\/li>\n<li>Evaluate liability, damages, and settlement exposure on higher-severity claims<\/li>\n<li>Maintain strong relationships with brokers, insureds, attorneys, and internal stakeholders<\/li>\n<li>Ensure compliance with company guidelines and industry best practices<\/li>\n<\/ul>\n<h3 data-start=\"1309\" data-end=\"1327\">Qualifications<\/h3>\n<ul>\n<li><strong>4+ years of Commercial General Liability claims experience (premise\/product\/slip & falls etc.).<\/strong><\/li>\n<li>Experience with other liability claims such as construction BI, auto BI and other complex casualty areas<\/li>\n<li>Strong exposure to coverage investigation and litigated files<\/li>\n<li>Background with a reputable carrier or law firm<\/li>\n<li><strong>Adjuster License in multiple North East states essential <\/strong><\/li>\n<\/ul>\n<h3 data-start=\"1685\" data-end=\"1704\">What’s on Offer<\/h3>\n<ul>\n<li>Competitive base salary ($110,000 – $120,000) + 10% annual bonus<\/li>\n<li><strong>FULLY REMOTE WORKING FROM NY, NJ, CT, MA or select other NE states<\/strong><\/li>\n<li>Strong benefits package including PTO, 401K plan and medical insurance <\/li>\n<li>Clear progression path within a growing claims organization<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/U3VuaWwuVGFsYXRpLjM1NjEzLjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Senior Claims Examiner – General LiabilityFULLY REMOTE from NY, NJ, CT or MA $110,000- $120,000 base + 10% bonus + benefits A regional insurance carrier is seeking an experienced Senior Claims Examiner to join their General Liability team. This is a technical role handling…<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[22],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"work_type":[1701],"location":[1310],"class_list":["post-12544","job","type-job","status-publish","hentry","discipline-underwriting-claims","location-new-york"],"acf":{"job_reference":"JOB-012022-160437_1786396020","job_type":"Permanent","job_industry":"Underwriting & Claims","working_arrangement":"Remote","featured":"","start_date":"ASAP","expiry_date":"2026-09-07","salary_currency":"USD","salary_from":"110000","salary_to":"120000","salary_per":"annum","salary_benefits":"+ 10% bonus","salary":"US$110000 - US$120000 per annum + + 10% bonus","custom_data":"","application_email":"Sunil.Talati.35613.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=U3VuaWwuVGFsYXRpLjM1NjEzLjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20","contact_name":"Sunil Talati","contact_email":"Sunil.Talati@oliverjames.com","contact_telephone":"+1 646 833 2677","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"New York","job_location_raw":"N. America > USA > New York > New York County","geo_lat":"40.7127753","geo_long":"-74.0059728","geo_formatted_address":"New York, NY, USA","geo_city":"New York","geo_country_short":"US","geo_country_long":"United States","geo_administrative_area_level_2_short":"","geo_administrative_area_level_2_long":"","geo_administrative_area_level_1_short":"NY","geo_administrative_area_level_1_long":"New York","talentlink_job_id":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.2 (Yoast SEO v28.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Senior Claims Examiner - CGL - FULLY REMOTE - $120,000 - Oliver James<\/title>\n<meta name=\"description\" content=\"Senior Claims Examiner - General Liability: Fully remote in NY, NJ, CT or MA. 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