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.
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