Chief Financial Officer

The Jacobson Group; Kentucky; On-site; USD 150,000 - 250,000; Full time

Job summary

A fraternal benefits society is seeking a Chief Financial Officer (CFO) to safeguard its fiscal integrity and align financial management with its mission. The ideal candidate will provide strategic guidance, oversee financial reporting and compliance, and lead finance staff. This position demands 10+ years in finance or insurance, a CPA or MBA in Finance, and proficiency in financial management tools. This impactful role offers the chance to shape financial strategy and drive growth.

Qualifications

• 10+ years in business, finance or insurance, preferably in financial services or insurance.
• Experience preparing materials for Board presentations preferred.
• Strong understanding of ledger and investment systems.

Responsibilities

• Provide strategic financial guidance and analysis.
• Ensure accurate accounting and regulatory compliance.
• Oversee investment performance and asset management.

Skills

Strategic financial guidance

Budgeting and forecasting

Accounting and financial reporting

Regulatory compliance

Investment performance management

Team leadership

Education

CPA or MBA in Finance

Tools

Microsoft Office Suite

Job description

A fraternal benefits society is seeking a Chief Financial Officer (CFO). The CFO is a strategic and financial leader responsible for safeguarding the organization’s fiscal integrity and ensuring sound financial management in alignment with its mission, objectives and governing bylaws. The CFO oversees all financial functions, provides actionable insights to the CEO and Board of Directors, monitors investment performance, manages reporting and analysis, and ensures compliance with regulatory and association requirements. This high-impact role offers a collaborative, results-driven leader the opportunity to shape financial strategy, drive organizational growth, and make a meaningful contribution to the organization’s mission. This is a retained search.

Responsibilities

• Provide strategic financial guidance, lead budgeting and forecasting, and deliver analysis to support organizational growth and decision-making.
• Ensure accurate accounting, financial reportingand regulatory compliance across all Association operations, in coordination with the Controller.
• Oversee investment performance, asset management, and adherence to contractual and policy guidelines.
• Partner with the CEO to support the Board, committeesand auditors through reporting, analysisand convention-related financial planning.
• Lead and develop finance and accounting staff while ensuring alignment of financial operations with organizational goals.

Requirements

• CPA or MBA in Finance or a related field required; actuarial background - ASA or FSA(preferred)
• 10+ years in business, financeor insurance, with preference for candidates from insurance or financial services organizations; experience with fraternal organizations is a plus but not required
• Proficiency in Microsoft Office Suite, understanding of ledger and investment systems, and familiarity with statutory accounting (Blue Book knowledge preferred)
• Experience preparing materials and presenting to a Board (preferred)