Chief Financial Officer

Talentify; Houston (TX); On-site; USD 180,000 - 320,000; Full time

Job summary

Berkley Oil & Gas, a W.R. Berkley Company, is seeking a Chief Financial Officer to lead all financial activities, including accounting, reporting, forecasting, and internal controls.

You will partner with the President and Senior Leadership to optimize costs, drive strategic initiatives, and ensure GAAP compliance across the statutory and regulatory landscape. The role requires extensive experience in P&C insurance finance, strong leadership skills, and a track record of delivering accurate,

Qualifications

• 10+ years in progressively responsible financial leadership roles.
• Property & Casualty Insurance experience required, including Statutory and GAAP reporting.
• Experience with financial systems (Oracle/PeopleSoft) and advanced Excel.

Responsibilities

• Lead and oversee all financial activities for Berkley Oil & Gas.
• Develop and enforce financial controls to ensure GAAP compliance and accurate reporting.
• Partner with senior leadership to drive strategic planning and cost optimization.
• Direct monthly reporting and financial analysis to support business decisions.
• Manage the cost controls, budgeting, and forecasting processes for the company.
• Provide guidance on regulatory and tax reporting compliance.

Skills

Strategic leadership

Financial analysis

GAAP/Regulatory

Communication

People management

Education

Bachelor of Science in Accounting or Finance

MBA

CPA desirable

Tools

Oracle

PeopleSoft

Excel

Job description

Company Details

Berkley Oil & Gas, (a W.R. Berkley Company) is an insurance underwriting manager providing unique property and casualty products and risk services to customers engaged in the energy sector. Our customers recognize the importance of the expertise we provide and appreciate the opportunity to work with professionals who understand their business. We are in turn committed to delivering innovative products and exceptional service to them, our valued agents and brokers, Berkley Oil & Gas is dedicated in its efforts to be well-informed of the changing dynamics of the industry; support industry efforts to minimize and mitigate risks and hazards in the ‘oil patch’, and to constantly seek ways to improve our products and services to meet customer needs.

Company URL: https://berkleyoil-gas.com/

The company is an equal opportunity employer.

Responsibilities

The Chief Financial Officer (CFO) serves as a vital member of the Senior Leadership team, overseeing all financial activities for Berkley Oil & Gas. This role is responsible for planning, implementing, managing, and directing functions such as accounting, financial reporting, information analysis, expense control, annual statements, and financial planning/forecasting. The CFO develops and enforces financial and accounting controls to ensure compliance with internal and external standards and plays a key role in strategic business planning to support the financial success of each operating unit.

• Serve as a strategic finance/operations leader and active member of the Senior Leadership team.
• Partner with the President to accelerate execution, optimize outcomes and reduce costs.
• Provide executive management with advice and analysis on the financial implications of business activities.
• Provides leadership in the development and continuous evaluation of short and long-term strategic financial objectives.
• Directs the development and implementation of cost-effective financial reporting and accounting activities.
• Formulates effective financial oversight and internal accounting standards that comply with company and regulatory requirements.
• Contributes to the achievement of business objectives through the accurate and timely identification and resolution of accounting issues/opportunities.
• Directs the monthly reporting process and delivers accurate/timely monthly reports through effective utilization of all management information tools to optimize revenue and minimize financial exposure.
• Manage and direct the expense and general ledger process.
• Monitors financial transactions to ensure that expenses are in line with company expenses and profit objectives and are consistent with company policies.
• Drives innovation, including taking advantage of automation opportunities and new ways to streamline and make processes more efficient.
• Development of direct and indirect reports in both behavioral and job skills is crucial and a key component of the position. This includes regular career aspiration discussions.
• Responds to all activities related to corporate accounting/reporting requirements.
• Ensures that effective internal controls are in place and ensures compliance with GAAP and applicable federal, state, and local regulatory laws and rules for financial and tax reporting. Provides high-level analysis and recommendations for corrective action as necessary.

Qualifications

• 10+ years in progressively responsible financial leadership roles
• Property & Casualty Insurance experience required, including experience in Statutory and GAAP insurance reporting.
• PC proficiency is essential (Windows environment) and a strong working knowledge of all financial systems, preferably Oracle and Peoplesoft, and Excel is preferred.
• Financial reporting and planning experience; expense management skills; expert financial analysis, reporting and accounting skills necessary to meet established and stretch business goals.
• Familiarity with direct and agency billing
• Able to recognize and act on reporting/accounting issues and problems.
• Takes intelligent risks and exercises solid business judgment.
• A proven leader who drives engagement and enables their employees. Will manage 3 direct reports.
• Solid understanding of business objectives to drive bottom-line results; acts in a decisive manner to achieve appropriate results.
• Strong strategic thinker and decision-maker; and consistently sets clear direction by defining goals and priorities; develops trust through demonstrated personal integrity.
• Establishes and maintains an environment that encourages everyone to act in the best interest of the company.
• Demonstrates strong written and oral communications skills.
• Ability to draft communications that are clear, concise, complete, and professional.
• Ability to interact with all levels of the organization and demonstrate organizational skills while working on multiple projects.
• Ability to travel as needed in the performance of duties.

Education Requirment

• Bachelor of Science in Accounting or Finance
• MBA and/or CPA desirable

Additional Company Details

We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

Sponsorship Details

Sponsorship not Offered for this Role