Why This Role Stands Out
This high-impact Controller role offers significant strategic influence within an established insurance organization, providing you the opportunity to shape financial performance and long-term growth. You'll thrive in this hybrid position if you are a hands-on finance leader eager to partner with executive leadership and the Board, driving key financial decisions and overseeing all aspects of accounting, reporting, and treasury. Embrace this chance to elevate your career and make a substantial contribution.
Quick Overview
Job Description
An established property & casualty insurance organization is seeking an experienced and hands-on finance leader to join its executive leadership team. This is a high-impact opportunity for a financial executive looking to play a key role in the strategy, financial performance, and long-term growth of an insurance company.
Reporting directly to the President/CEO and partnering closely with the Board of Directors, this individual will provide strategic financial leadership while overseeing accounting, financial reporting, treasury, capital management, regulatory reporting, and internal financial controls.
Key Responsibilities
Strategic Financial Leadership
- Serve as a trusted advisor to executive leadership and the Board on financial performance, capital management, growth initiatives, and risk management.
- Develop and execute financial strategies that support profitability, growth, and long-term financial strength.
- Lead budgeting, forecasting, business planning, and performance management processes.
- Evaluate new business opportunities, partnerships, and investments from both a financial and strategic perspective.
- Present financial analysis and recommendations to support executive and Board-level decision making.
Accounting & Financial Management
- Oversee all accounting and financial reporting activities, ensuring compliance with statutory accounting requirements.
- Manage monthly, quarterly, and annual close processes.
- Deliver meaningful management reporting and financial insights.
- Monitor key performance metrics, including underwriting results, investment performance, expenses, and profitability.
- Maintain strong internal controls, governance standards, and financial reporting procedures.
Treasury & Capital Management
- Lead cash management, liquidity planning, banking relationships, and investment oversight.
- Monitor capital adequacy, surplus levels, liquidity, and overall financial strength.
- Develop capital and liquidity strategies aligned with business objectives.
- Partner with external investment managers and advisors to monitor portfolio performance and policy compliance.
Insurance & Regulatory Oversight
- Oversee statutory financial statements, annual statements, and regulatory filings.
- Partner with actuarial, underwriting, claims, and reinsurance teams to evaluate profitability, reserves, and the financial impact of business decisions.
- Support enterprise risk management initiatives and ORSA processes, as applicable.
- Monitor regulatory developments, industry trends, and emerging financial risks.
- Serve as the primary financial contact for regulators, auditors, tax advisors, banking partners, and other external stakeholders.
- Present financial information and recommendations to the Board and committee members.
Team Leadership
- Lead, develop, mentor, and manage the finance and accounting team.
- Establish clear goals, accountability, and performance expectations.
- Support hiring, training, and professional development efforts.
- Foster a culture of collaboration, accuracy, continuous improvement, and accountability.
Desired Background
- Active CPA preferred.
- Bachelor's degree in Accounting, Finance, or related field.
- 3+ years of insurance industry experience.
- Strong knowledge of Statutory Accounting Principles (SAP).
- Advanced Excel and financial analysis skills.
- Strong leadership, communication, and problem-solving abilities.
- Ability to translate complex financial data into actionable business recommendations.
- Comfortable balancing strategic leadership with hands-on execution in a leaner organizational environment.
Preferred Experience
- Master's degree in Accounting, Finance, Business Administration, or related discipline.
- Experience in a Controller, Treasurer, CFO, or other senior finance leadership role within the insurance industry.
- Direct interaction with insurance regulators, external auditors, Boards of Directors, and investment advisors.
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