CFO/Treasurer

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CFO Haltom City , Texas Fort Worth:Fin/Acct/HR:Direct Hire Sep 17, 2026

Chief Financial Officer (CFO) & 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.

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