Chief Financial Officer (CFO)

Chief Financial Officer (CFO)

About the Company

Marketplace insurance organization preparing for sale and next-stage growth.

Industry
Insurance

Type
Privately Held

About the Role

The Company is seeking a Chief Financial Officer to play a pivotal role in guiding its financial strategy, particularly in the context of a potential sale and future growth. The successful candidate will be responsible for directing the financial workstream related to the sale process, including diligence planning, and will be instrumental in creating and refining financial models that articulate business performance and growth opportunities. A key aspect of the role is to strengthen accounting processes, internal controls, and risk management practices to ensure accurate reporting and audit readiness. The CFO will also oversee compliance with tax and regulatory requirements, improve financial operations, and partner with executive leadership on strategic planning and long-range financial development. This executive will be expected to lead, mentor, and scale a finance team, preparing the organization for a seamless transition under new ownership. The ideal candidate for the CFO position at the company will have a proven track record in a similar role, with a deep understanding of financial management in a dynamic business environment. A strong background in financial modeling, strategic planning, and team leadership is essential. The role requires a professional with a keen eye for detail, excellent problem-solving skills, and the ability to work effectively across all levels of the organization. A degree in finance, accounting, or a related field is typically required, along with relevant certifications such as CPA or CFA.

Travel Percent
Less than 10%

Functions

• Finance