Insurance CFO

Oliver James; New York (NY); Hybrid; USD 175,000 - 185,000; Full time

Benefits offered by this job

Pension

Benefits

Job summary

Oliver James Group in New York City is seeking a Chief Financial Officer to lead financial operations across insurance and public sector portfolios. The role focuses on statutory and GAAP reporting, treasury, investments, budgeting, audits, and regulatory compliance.

The selected candidate will guide governance, asset protection, and public-interest outcomes with a hands-on leadership style. The ideal candidate has extensive senior finance experience in regulated environments, CPA and MBA

Qualifications

• 15+ years in financial management with senior leadership experience.
• CPA license and MBA required.
• Strong knowledge of U.S. statutory accounting, GAAP, and cash-basis accounting.

Responsibilities

• Serve as principal financial advisor to executive leadership on financial matters.
• Lead accounting and finance team responsible for reporting, treasury, and related activities.
• Oversee statutory and GAAP financial statements, annual reports, regulatory filings, and tax returns.
• Direct annual budgeting, forecasting, financial modelling, and cash flow planning.
• Manage treasury operations, investment reporting, liquidity oversight, and external investment advisors.
• Coordinate audits with internal and external auditors and ensure accurate reporting.
• Oversee reinsurance billing, collections, and commutation activities.
• Develop and maintain financial policies, internal controls, and risk management frameworks.
• Collaborate with regulators, legal advisors, auditors, and other stakeholders on compliance.

Skills

CFO leadership

GAAP & statutory accounting

Budgeting & forecasting

Treasury & cash management

Audits & controls

Financial systems (ERP)

Stakeholder management

Public-sector finance

Team leadership

Regulatory reporting

Education

CPA

MBA

Tools

JD Edwards

Job description

Chief Financial Officer | Insurance & Public Sector

Location: New York City (Hybrid)

Compensation: $175,000 to $185,000 Base Salary + Pension & Benefits

Job Summary

We are partnering with a unique, mission-driven organization operating at the intersection of insurance, financial regulation, and public service to appoint a Chief Financial Officer (CFO). This highly visible leadership position will oversee financial operations across a portfolio of insurance entities, with responsibility for statutory and GAAP reporting, treasury, investment oversight, budgeting, audits, reinsurance collections, and financial governance. The opportunity is particularly well suited to an experienced finance executive with a background spanning insurance, nonprofit organizations, government, or other highly regulated environments. The successful candidate will play a critical role in safeguarding assets, maintaining financial integrity, and supporting an important public-interest mission.

Skills & Experience

• 15+ years of progressive financial management experience, ideally including CFO, Controller, or comparable senior finance leadership responsibilities.
• CPA license in good standing and MBA required.
• Strong knowledge of U.S. statutory accounting, GAAP, and cash-basis accounting principles.
• Experience within insurance, reinsurance, nonprofit, government, or regulated financial services environments.
• Background in insurance receivership, insolvency, run-off, or public-sector financial oversight highly desirable.
• Demonstrated experience managing financial reporting, audits, budgeting, treasury, and internal controls.
• Familiarity with reinsurance accounting, billing, and commutations advantageous.
• Strong general ledger and financial systems experience, ideally including JD Edwards or comparable ERP platforms.
• Proven ability to lead and develop finance teams while maintaining a hands-on approach to financial operations.
• Excellent communication, judgement, and stakeholder management skills, with the ability to engage senior leadership, auditors, and regulatory bodies.

Detailed Job Description

• Serve as the principal financial advisor to executive leadership, providing oversight and strategic guidance across financial operations.
• Lead a team of accounting and finance professionals responsible for financial reporting, treasury, and related activities.
• Oversee the preparation of statutory and GAAP financial statements, annual reports, regulatory filings, and tax returns.
• Direct annual budgeting, forecasting, financial modeling, and cash flow planning.
• Manage treasury operations, investment reporting, liquidity oversight, and relationships with external investment advisors.
• Serve as the primary contact for internal and external auditors, coordinating annual audits and ensuring accurate financial reporting.
• Oversee reinsurance billing, collections, and commutation activities.
• Develop and maintain financial policies, internal controls, and risk management frameworks.
• Manage general ledger operations, reconciliations, and financial reporting systems.
• Partner with regulators, legal advisors, auditors, and other external stakeholders on financial and compliance matters.
• Support financial analysis associated with insurance restructuring, insolvency, and receivership activities.
• Identify opportunities to improve operational efficiency, strengthen financial governance, and enhance reporting processes.

This is an excellent opportunity for a hands-on finance leader seeking a broad CFO mandate within a stable, mission-driven organization where financial stewardship, regulatory integrity, and public service are central to its purpose.