Deputy CFO - Insurance

Oliver James; Irvine (CA); On-site; USD 180,000 - 320,000; Full time

Job summary

Oliver James in Irvine, CA is 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. The role focuses on directing US GAAP, STAT, and management reporting, while building a high-performing finance team and partnering with the CFO and parent-company leadership.

The position requires 12+ years of progressive finance leadership, deep expertise in life/annuity insurance

Qualifications

• 12+ years of progressive finance leadership experience in life/annuity insurance-related fields.
• Deep expertise in US GAAP and STAT financial reporting and regulatory frameworks.
• Proven track record leading large-scale finance transformation and post-merger integrations.

Responsibilities

• Direct US GAAP, STAT, and management reporting across expanding entities with strong internal controls.
• Build and scale a high-performing finance team with clear reporting structures.
• Partner with CFO and executives on financial strategy, capital management, and balance sheet alignment.
• Lead finance modernization initiatives, including ERP upgrades and operating model changes.
• Oversee onboarding and reporting integration of acquired platforms and teams.

Skills

US GAAP

Statutory reporting

Team leadership

M&A integration

Education

Bachelor's in Accounting/Finance

CPA/CA designation

Tools

ERP systems

Job description

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.