Deputy CFO – Insurance

Oliver James Group; Irvine (CA); Remote; USD 200.000 - 320.000; Vollzeit

Zusammenfassung

Oliver James Group is seeking a Deputy Chief Financial Officer for a remote role with West Coast preference. The position leads financial reporting, governance, and large-scale finance transformations across multiple entities.

The ideal candidate has 12+ years in life/annuity insurance finance, deep US GAAP and STAT expertise, and a proven track record in post-merger integrations and capital management.

Qualifikationen

• 12+ years of progressive finance leadership experience in life/annuity insurance/reinsurance.
• Deep expertise in US GAAP and STAT reporting and regulatory frameworks.
• Proven track record in large-scale finance transformation, system implementations, and post-merger integrations.
• Bachelor’s degree in Accounting or Finance; CPA, CA, or equivalent designation required.

Aufgaben

• Direct US GAAP, STAT, and management reporting across expanding entities with strong internal controls and audit readiness.
• Build, mentor, and scale a high-performing finance team with clear reporting structures across accounting, operations, and technical reporting.
• Partner with the CFO and executive leadership to drive financial strategy, capital management, and balance sheet alignment.
• Spearhead finance transformation initiatives including ERP upgrades, operating model shifts, and accounting standard updates.
• Oversee financial onboarding, process alignment, and reporting integration of acquired platforms and portfolios.

Kenntnisse

Finance leadership

US GAAP

Statutory reporting

Regulatory compliance

Ausbildung

Bachelor’s degree in Accounting or Finance

CPA/CA

Jobbeschreibung

Deputy Chief Financial Officer

Location: 100% Remote (West Coast preferred; occasional travel to San Francisco & Los Angeles)

Preference for candidates domiciled in PST or MST time zones.

Type: Full-Time, Permanent

The Opportunity

We are partnering with a heavily capitalized, rapidly expanding global financial services and insurance enterprise undergoing a multi-billion-dollar U.S. national expansion. Backed by a premier global financial institution, the firm is modernizing its operating model following strategic acquisitions, portfolio integrations, and rapid asset growth.

We are seeking a Deputy CFO to serve as a key strategic operational leader across financial reporting, team management, executive leadership, and large-scale finance change initiatives.

Key Responsibilities

• Financial Reporting & Governance: Direct US GAAP, Statutory (STAT), and management reporting across expanding legal entities, ensuring rigorous internal controls, board-level reporting, and audit compliance.
• Team Leadership & Scale: Build, mentor, and scale a high-performing finance team, establishing clear reporting structures across corporate accounting, financial operations, and technical reporting.
• Strategic Finance Leadership: Partner directly with the CFO, executive peers, and parent-company leadership to drive financial strategy, capital management, and balance sheet alignment.
• Finance Change & Transformation: Executive sponsor for finance modernization initiatives, including enterprise ledger system upgrades (M22/ERP integration), target operating model shifts, and accounting standard updates.
• M&A & Integration Support: Oversee the financial onboarding, process alignment, and reporting integration of acquired platforms, portfolios, and transitional teams.

Qualifications

• Experience: 12+ years of progressive finance leadership experience within the life or annuity insurance/reinsurance industry.
• Technical Mastery: Deep expertise in complex insurance financial reporting (US GAAP and STAT) and regulatory frameworks.
• Change Leadership: Proven track record leading large-scale finance transformation, system implementations, and post-merger integrations.
• Credentials: Bachelor’s degree in Accounting or Finance; CPA, CA, or equivalent professional designation required.