Remote Deputy CFO: Finance Transformation & M&A Lead

Oliver James Group; 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

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.