Strategic CFO – Insurance Finance & Analytics Leader

FrankCrum Staffing; Clearwater (FL); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Health Insurance

Dental and Vision Insurance

401(k) Retirement Plan

Paid time off and holidays

Education Benefit Program

Job summary

FrankCrum Staffing in Clearwater, FL seeks a Chief Financial Officer to lead Finance, Accounting, Actuarial, Compliance, and Data & Analytics, shaping long-term financial strategy and enterprise value. The CFO partners with the President and executive team to translate strategy into measurable plans and drives modernization across processes and technology.

The ideal candidate has 10+ years in finance/insurance leadership, with direct carrier experience and MGA familiarity.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Actuarial Science, Business Administration, or a related field.
• 10+ years in finance, accounting, actuarial, or insurance-related leadership roles.
• 5+ years in a CFO, Deputy CFO, SVP Finance, VP Finance, or comparable senior leadership role strongly preferred.
• Direct experience with an insurance carrier in a senior financial leadership capacity required
• MGA (Managing General Agency) experience, particularly with underwriting, delegated authority, pricing, profitability, and carrier/MGA relationships preferred.
• Demonstrated experience leading meaningful financial or operational transformation, including upgrading talent, improving processes, implementing technology, and increasing the quality and speed of management information.

Responsibilities

• Develops and executes the organization's long-term financial strategy in partnership with the President, FWCI and executive leadership team.
• Translates business strategy into financial plans, budgets, forecasts, capital requirements, and measurable performance objectives.
• Leads the organization's Finance, Accounting, Actuarial, Compliance, and Data & Analytics functions, driving modernization through improved processes, automation, analytics, technology, data, and artificial intelligence.
• Leads the financial evaluation and execution of acquisitions, strategic partnerships, new ventures, major technology investments, and other enterprise initiatives, including valuation, scenario analysis, due diligence, capital requirements, risk assessment, and post-investment performance measurement.
• Ensures accurate, timely, and transparent financial reporting in accordance with GAAP, statutory, regulatory, and governance requirements.
• Oversees financial planning, budgeting, forecasting, long-range planning, and actuarial processes, ensuring alignment between financial projections, business strategy, and risk assumptions.
• Leads the Actuarial function and oversee reserving, forecasting, pricing support, financial modeling, loss projections, and actuarial analysis.
• Partners with underwriting, claims, product, operations, and risk leadership to evaluate insurance performance, profitability, pricing, and financial trends.
• Monitors key insurance and financial metrics, including premium growth, loss and expense ratios, combined ratio, reserve development, profitability, and performance by product or business segment.
• Oversees capital, liquidity, investment, reinsurance, and financial risk strategies to support the organization's financial strength and long-term objectives.
• Evaluates and strengthen capital strategies, investments, strategic partnerships and initiatives, new products and markets, and other significant business decisions to ensure appropriate financial returns and risk management.
• Identifies opportunities to improve profitability, operating efficiency, productivity, margins, and return on investment across the organization.
• Establishes strong financial controls, policies, processes, compliance practices, and governance while maintaining effective relationships with auditors, regulators, banking partners, and other external stakeholders.
• Provides leaders with actionable financial, actuarial, compliance, risk, and business insights, helping them understand performance drivers, risks, opportunities, and the actions needed to improve results.
• Builds and lead high-performing Finance, Accounting, Actuarial, Compliance, and Data & Analytics teams, establishing clear accountability, leadership development, succession planning, and a culture of collaboration and continuous improvement.
• Represents the organization with the Board, regulators, auditors, financial institutions, and other key stakeholders, communicating complex financial, actuarial, and strategic matters clearly and effectively.

Education

Bachelor's degree in Finance, Accounting, Economics, Actuarial Science, Business Administration, or a related field

Job description

FrankCrum Staffing in Clearwater, FL seeks a Chief Financial Officer to lead Finance, Accounting, Actuarial, Compliance, and Data & Analytics, shaping long-term financial strategy and enterprise value. The CFO partners with the President and executive team to translate strategy into measurable plans and drives modernization across processes and technology.

The ideal candidate has 10+ years in finance/insurance leadership, with direct carrier experience and MGA familiarity.