Deputy CFO – Insurance

Oliver James; United States; Remote; USD 180,000 - 280,000; Full time

Job summary

Oliver James Group is seeking a Deputy Chief Financial Officer for a 100% remote role with West Coast preference. Occasional travel to San Francisco and Los Angeles is expected. Preference for candidates in PST or MST time zones.

The role leads financial reporting, governance, and large-scale finance transformations, partnering with the CFO and executive leadership to drive capital strategy and balance sheet alignment.

Qualifications

• 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 leading large-scale finance transformation and post-merger integrations.
• Bachelor's degree in Accounting or Finance; CPA/CA or equivalent designation required.

Responsibilities

• Oversee US GAAP, STAT, and management reporting with strong internal controls and audit readiness.
• Lead and scale a high-performing finance team with clear reporting structures across accounting and operations.
• Partner with CFO and executive leadership on finance strategy, capital deployment, and balance sheet alignment.
• Drive finance modernization initiatives including ERP upgrades and future operating model changes.
• Oversee the financial onboarding and reporting integration of acquired platforms and portfolios.

Skills

Leadership

Financial reporting

Change management

Strategic thinking

M&A integration

Education

Bachelor's degree in Accounting or Finance

CPA/CA or equivalent

Tools

ERP systems

Job description

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.