Deputy CFO - Insurance
James Oliver
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.
Vacancy posted 4 days ago
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