Core Responsibilities
Financial leadership and strategy
- Own overall financial strategy, planning and performance
- Partner closely with CEO on growth, capital allocation and scaling decisions
- Build and maintain financial models aligned to underwriting performance and growth
MGA-specific finance and accounting
- Deep ownership of MGA accounting nuances including premium recognition, commission structures, bordereaux reporting and loss ratios
- Ensure accurate and timely close processes across complex insurance structures
- Oversee regulatory and statutory reporting requirements
Capital and investor management
- Lead fundraising, investor reporting and board communication
- Manage relationships with VC and PE investors
- Support structuring of capacity and carrier relationships
Operational finance build-out
- Build scalable finance infrastructure, systems and processes
- Implement automation across finance and reporting workflows
- Hire and develop a high-performing finance team
Commercial partnership
- Work closely with underwriting, actuarial and distribution teams
- Drive insight into portfolio performance, unit economics and profitability
- Act as a strategic partner across all revenue-generating functions
Ideal Profile
Experience
- CFO, VP Finance or Financial Controller within a high-growth MGA, Insurtech or specialty carrier
- Track record scaling businesses in a VC or PE-backed environment
- Strong understanding of insurance accounting and reporting frameworks
Technical expertise
- Deep knowledge of MGA financial structures, including premium flows, commissions and capacity arrangements
- Experience building financial models tied to underwriting performance
Leadership and build
- Proven ability to build finance functions from early stage to scale
- Comfortable operating in fast-paced, evolving environments
- Strong stakeholder management across board, investors and executive team
- Able to drive insight and decision-making, not just reporting
- Understands how finance underpins underwriting performance and growth