Deputy Chief Financial Officer

Oliver James; United States; On-site; USD 200,000 - 360,000; Full time

Job summary

Oliver James is seeking a Deputy Chief Financial Officer to drive strategic financial leadership in a rapidly expanding global financial services and insurance enterprise. You will oversee US GAAP, statutory and management reporting, guide capital management, and lead large-scale finance change initiatives.

You will mentor a high-performing finance team, partner with the CFO and executives, and sponsor modernization efforts including ledger system upgrades and post-merger integrations following

Qualifications

• 12+ years of progressive finance leadership experience in the life/annuity insurance or reinsurance industry.
• Experience directing complex insurance financial reporting and regulatory frameworks.

Responsibilities

• Direct US GAAP, statutory, and management reporting across multiple legal entities.
• Ensure robust internal controls, board-level reporting, and audit compliance.
• Build and mentor a high-performing finance team and establish clear reporting structures.
• Partner with CFO and executive leadership to drive financial strategy, capital management, and balance sheet alignment.
• Act as sponsor for finance modernization initiatives, including ledger system upgrades and accounting standard updates.
• Oversee financial onboarding and integration of acquired platforms and teams.

Skills

US GAAP

Statutory reporting

Board reporting

Audit compliance

Team leadership

Finance transformation

Capital management

Education

Bachelor's degree in Accounting or Finance

CPA/CA or equivalent

Tools

ERP systems

Regulatory reporting tools

Job description

The client is seeking a Deputy Chief Financial Officer to play a pivotal role in a rapidly expanding global financial services and insurance enterprise. This position will serve as a key strategic operational leader, overseeing financial reporting, team management, executive leadership, and large-scale finance change initiatives. The role is integral to supporting the modernization of the operating model following recent strategic acquisitions, portfolio integrations, and significant asset growth.

Core responsibilities include directing US GAAP, statutory, and management reporting across multiple legal entities, ensuring robust internal controls, board-level reporting, and audit compliance. The Deputy CFO will build and mentor a high-performing finance team, establish clear reporting structures, and partner closely with the CFO and executive leadership to drive financial strategy, capital management, and balance sheet alignment. Additional duties involve acting as an executive sponsor for finance modernization initiatives, such as enterprise ledger system upgrades and accounting standard updates, as well as overseeing the financial onboarding and integration of acquired platforms and teams.

The ideal candidate will have over 12 years of progressive finance leadership experience within the life or annuity insurance or reinsurance industry, with deep expertise in complex insurance financial reporting and regulatory frameworks. A proven track record in leading large-scale finance transformation, system implementations, and post-merger integrations is essential. A bachelor's degree in Accounting or Finance and a CPA, CA, or equivalent professional designation are required for this role.