CFO

Chief Financial Officer (CFO)

Location: Hybrid or Remote

Compensation: $250,000 – $300,000 Base + Bonus/Profit Sharing

Why This Opportunity Stands Out

Executive-level role with significant influence on growth strategy and M&A activity

Opportunity to lead financial oversight for acquisitions, divestitures, and startup ventures

Direct exposure to senior partners, business leaders, and investors

Competitive compensation package with profit-sharing opportunities tied to company transactions

Established organization with strong stability and very low turnover

Family-owned culture that values collaboration, accessibility, and long-term success

Strong benefits package and healthy work-life balance

Growth-oriented environment with ongoing expansion through acquisitions and new ventures

Well-built accounting infrastructure with an experienced team already in place

Succession opportunity created by retirement, offering a smooth transition into leadership

Key Responsibilities for the CFO

Lead financial strategy and provide oversight for acquisitions, divestitures, and startup entities

Develop, validate, and analyze pro formas and complex financial models for growth initiatives

Serve as a key financial partner during due diligence, transactions, and partner discussions

Build and maintain relationships with senior stakeholders, investors, and business partners

Oversee the accounting and finance organization, including Controllers and broader accounting staff

Identify opportunities to improve financial performance, scalability, and organizational effectiveness

Ideal Background

Insurance industry experience required; MGA and/or Bermuda market experience strongly preferred

Demonstrated success with M&A transactions, due diligence, and financial modeling

Experience as a CFO, VP Finance, Head of Finance, Controller, Head of Accounting, or similar senior finance leader

Proven ability to operate credibly with executive leadership, partners, and external stakeholders

Travel

Approximately 20 days per year for executive meetings, partner collaboration, and leadership events

About the Opportunity: CFO

This confidential search is with a well-established, family-owned insurance organization known for its stability, strong reputation, and long-term growth. The company combines entrepreneurial agility with the resources of a larger organization, creating an opportunity for a strategic finance leader to play a meaningful role in future acquisitions, new ventures, and overall business success.