CFO/Treasurer

Job Description

Job Description

Chief Financial Officer/ Treasurer

Responsibilities:

• Serve as a strategic advisor to the CEO, executive team, and Board of Directors on financial performance, capital management, growth initiatives, and risk management.
• Develop and execute financial strategies that support the company's business plan, profitability objectives, and long-term sustainability.
• Lead annual business planning, budgeting, forecasting, and financial performance management processes.
• Evaluate potential growth opportunities, partnerships, product initiatives, and operational investments.
• Direct all accounting and financial reporting activities, ensuring accuracy, timeliness, and compliance with statutory accounting standards.
• Oversee monthly, quarterly, and annual financial close processes and preparation of management reporting packages. Monitor key performance indicators, underwriting results, investment performance, expense management, and profitability metrics.
• Ensure effective financial controls, governance practices, and internal control frameworks.
• Serve as Treasurer of the company, overseeing cash management, liquidity planning, banking relationships, and investment activities.
• Monitor capital adequacy, surplus levels, and financial strength to support regulatory and rating agency expectations.
• Develop capital and liquidity strategies that align with business growth and risk appetite.
• Coordinate with external investment managers and advisors regarding portfolio performance and investment policy compliance.
• Oversee preparation and filing of statutory financial statements, annual statements, and other required regulatory filings.
• Partner with actuarial, underwriting, claims, and reinsurance functions to evaluate profitability, reserves, and financial impacts of business decisions.
• Support enterprise risk management initiatives and contribute to Own Risk and Solvency Assessment (ORSA) activities, where applicable.
• Monitor industry trends, regulatory developments, competitive conditions, and emerging risks impacting the company.
• Ensure compliance with state insurance department regulations, financial examination requirements, and applicable laws.
• Serve as the primary financial liaison with regulators, external auditors, tax advisors, and banking institutions.
• Support Board committees through preparation of financial presentations, analysis, and recommendations.
• Maintain effective corporate governance and financial reporting transparency.
• This position will require someone with strong leadership skills, including coaching, team building, and conflict resolution.
• Hire and train new employees in the job responsibilities.
• Prepare and conduct employee evaluations, promotions, retention, and termination activities.

Requirements:

• CPA License required.
• Bachelor’s Degree in Accounting or Finance; Master’s degree preferred.
• 10+ years of relevant experience in accounting or finance with at least 5-7 years in Insurance industry.
• Solid understanding of Statutory Accounting Principles (SAP).
• Expertise in data analysis and data-driven decision-making. Strong ability to prepare and present accurate, reliable, and factual reports with recommendations to appropriate parties.
• Strong leadership skills with the ability to successfully lead and coach a team by defining goals, setting priorities, and formulating and executing plans.
• Advanced competency in Microsoft Excel and strong analytical capabilities. Proficient in Microsoft Operating Systems and Office 365 products.

#IND
#ZR

\nCompany Description

Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.

Company Description

Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.