UNKNOWN

ADAPTED_NOW

In addition, during employment individuals may be required by CDM Smith or a CDM Smith client to successfully complete additional background checks, including motor vehicle record as well as drug testing. The CFO will be a key member of the leadership team, responsible for shaping and executing financial strategy, ensuring fiscal integrity, and driving sustainable growth across our global engineering and construction services.

42047BR Requisition ID: 42047BR Business Unit: COR Job Description: *Please Note: We are not working with external agencies for this position. CDM Smith (a privately held, employee-owned firm) is seeking a strategic, hands-on, and results-driven Chief Financial Officer (CFO) to lead our global financial operations. The CFO will be a key member of the leadership team, responsible for shaping and executing financial strategy, ensuring fiscal integrity, and driving sustainable growth across our global engineering and construction services. The CFO will ensure professional and ethical financial practices and a cohesive finance service offering across all levels of the organization, which is aligned with business strategy, to ensure the functionality and sustained profitability of the Company. This position is based in a metropolitan area on the East Coast of the United States. Candidates must either currently reside on the East Coast or be willing to relocate to preferably Boston, MA or southern Florida. * • Manages, leads, develops, and mentors high performance teams in the finance, accounting, and procurement functions. • Fosters a culture of teamwork, accountability, innovation, and continuous improvement. • Develops and executes financial strategies and programs aligned with corporate goals. • Reviews and approves the execution of business strategies for the firm services and programs . • Provides executive management with advice on the financial implications of business activities and provides consultative support to planning initiatives through financial and management information analyses, reports, and recommendations. • Establishes and maintains strong relationships with senior executives to identify their needs and seek a full range of business solutions, providing accurate and relevant advice. • Advises the CEO and Board on financial planning, risk management, and capital structure. • Develops and evaluates short- and long-term strategic financial and operating objectives for the Company, in line with overall business strategy. • Formulates and implements finance, accounting, and procurement programs, policies, and procedures, effectively cascading to the senior financial management to ensure achievement of financial objectives. • Oversees global budgeting, forecasting, cash flow, and financial reporting. • Ensures compliance with accounting standards, tax regulations, and internal controls. • Provides recommendations to strategically enhance financial performance and business opportunities. • Directs and oversees all aspects of the Finance & Accounting functions, ensuring healthy financial management at business unit and subsidiary levels. • Ensures credibility of the finance function by providing timely and accurate analyses of budgets, financial trends, and forecasts. • Leads the company stock ownership program and policy in accordance with appropriate guidelines. • Leads individuals in the CFO function including finance, accounting, procurement, payroll, treasury, tax, operational finance, and real estate. • Evaluates and advises on the impact of long-range planning, introduction of new programs/strategies and regulatory action. • Works with the CEO and executives to identify potential new business opportunities/sources of revenue. • Supports business units with financial modeling and scenario analysis. • Manages and minimizes the company’s financial risk exposure by developing and maintaining systems of internal controls, and ensuring that the finance, accounting and internal audit and risk management functions are operating effectively. • Leads enterprise risk management and internal audit functions working with executive management and the Board of Directors. • Leads and is accountable for all regulatory compliance and ethical financial practices. • Identifies and evaluates M&A opportunities, joint ventures, and capital investments. • Seeks and identifies opportunities to enhance the firm’s financial position and management of financial actions. Job Title: Chief Financial Officer (CFO), Executive Vice President Group: COR Employment Type: Regular Minimum Qualifications: • Bachelor’s degree in Finance, Accounting, Economics, or related field. • 20+ years of related experience with 8 of those years in a direct executive capacity (i.e., CFO or similar capacity). Domestic and/or international travel may be required. The frequency of travel is contingent on specific duties, responsibilities, and the essential functions of the position, which may vary on business demands. Preferred Qualifications: • Experience in a AEC environment (i.e., engineering and construction), and/or professional services industries is highly desirable • Experience in a privately-held and/or employee owned organization in a AEC or professional services industry. • Experience in the full life-cycle of federal and municipal contracting compliance, including knowledge of FAR (Federal Acquisition Regulation) and related regulatory frameworks within each entity. • Current CPA certification. EEO Statement: We attract the best people in the industry, supporting their efforts to learn and grow. We strive to create a challenging and progressive work environment. We provide career opportunities that span a variety of disciplines and geographic locations, with projects that our employees plan, design, build and operate as diverse as the needs of our clients. CDM Smith is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, pregnancy related conditions, childbirth and related medical conditions, sexual orientation, gender identity or gender expression), national origin, age, marital status, disability, veteran status, citizenship status, genetic information or any other characteristic protected by applicable law. Why CDM Smith?: Check out this video and find out why our team loves to work here! (https://www.cdmsmith.com/en/Video/Meet-CDM-Smith) Join Us! CDM Smith – where amazing career journeys unfold. Imagine a place committed to offering an unmatched employee experience. Where you work on projects that are meaningful to you. Where you play an active part in shaping your career journey. Where your co-workers are invested in you and your success. Where you are encouraged and supported to do your very best and given the tools and resources to do so. Where it’s a priority that the company takes good care of you and your family. Our employees are the heart of our company. As an employer of choice, our goal is to provide a challenging, progressive and inclusive work environment which fosters personal leadership, career growth and development for every employee. We value passionate individuals who challenge the norm, deliver world-class solutions and bring diverse perspectives. Join our team, and together we will make a difference and change the world. Job Site Location: United States - Nationwide Agency Disclaimer: All vendors must have a signed CDM Smith Placement Agreement from the CDM Smith Recruitment Center Manager to receive payment for your placement. Verbal or written commitments from any other member of the CDM Smith staff will not be considered binding terms. All unsolicited resumes sent to CDM Smith and any resume submitted to any employee outside of CDM Smith Recruiting Center Team (RCT) will be considered property of CDM Smith. CDM Smith will not be held liable to pay a placement fee. Amount of Travel Required: 20% Assignment Category: Fulltime-Regular Visa Sponsorship Available: No - We will not support sponsorship, i.e. H-1B or TN Visas for this position Skills and Abilities: • Proven ability to develop and execute complex financial strategies and operations in a global or multi-entity environment that support business growth, shareholder value, and long-term sustainability. • Deep knowledge of corporate governance frameworks, enterprise risk management, compliance, and internal controls. • Strong commercial acumen and business insight with the ability to translate financial data into actionable recommendations to support strategic decisions. • Demonstrated expertise in M&A strategy, due diligence, valuation, negotiation, and post-merger integration. • Advanced use of analytics and tools to monitor project performance, cash management, backlog forecasting, and working capital optimization across large-scale programs. • Proven inspirational leader who builds high-performing teams, fosters collaboration, and promotes a culture of continuous improvement across all facets of the organization. • Track record of leading large-scale financial transformations, system implementations, and organizational transformation initiatives. Background Check and Drug Testing Information: CDM Smith Inc. and its divisions and subsidiaries (hereafter collectively referred to as “CDM Smith”) reserves the right to require background checks including criminal, employment, education, licensure, etc. as well as credit and motor vehicle when applicable for certain positions. In addition, CDM Smith may conduct drug testing for designated positions. Background checks are conducted after an offer of employment has been made in the United States. The timing of when background checks will be conducted on candidates for positions outside the United States will vary based on country statutory law but in no case, will the background check precede an interview. CDM Smith will conduct interviews of qualified individuals prior to requesting a criminal background check, and no job application submitted prior to such interview shall inquire into an applicant's criminal history. If this position is subject to a background check for any convictions related to its responsibilities and requirements, employment will be contingent upon successful completion of a background investigation including criminal history. Criminal history will not automatically disqualify a candidate. In addition, during employment individuals may be required by CDM Smith or a CDM Smith client to successfully complete additional background checks, including motor vehicle record as well as drug testing. Pay Range Minimum: $357,074 Pay Range Maximum: $731,994 Additional Compensation: All bonuses at CDM Smith are discretionary and may or may not apply to this position. Work Location Options: Fully Remote or Hybrid Work Options may be considered for successful candidate. Massachusetts Applicants:** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

CDM Smith

Chief Financial Officer (CFO), Executive Vice President

FULL_TIME

FEED

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Actively seek to grow IOA business by identifying and acting on sales opportunities, and serve as a resource to the account team and Producers.

YEAR

DescriptionJob Description:Title: Account Executive - Commercial Lines Work Mode: Remote with Occasional Travel/ Southeastern US only | Location/Supporting: Longwood, FL | Book Focus: Construction, Hospitality   Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations   About the Role: Responsible for the strategic coordination and execution of client marketing, servicing, risk management, and/or sales activities. Manage a book of business, increase account retention, and resolve complex customer service problems. Actively seek to grow IOA business by identifying and acting on sales opportunities, and serve as a resource to the account team and Producers.   Key Responsibilities: <ul><li>Team Leadership: Direct daily activities and workflow of the account team. </li></ul><ul><li>Technical Competence: Maintain high technical competence and industry expertise. </li></ul><ul><li>Discretion and Judgment: Ensure beneficial outcomes using discretion and judgment. </li></ul><ul><li>Client Relationship Management: Manage client relationships, conduct meetings, and close business. </li></ul><ul><li>Communication: Act as a communication conduit between Producers and the account team. </li></ul><ul><li>Customer Service and Account Management: Manage account activities, policy administration, billing, claims, and more. </li></ul><ul><li>Policy Management: Manage policy expirations and renewals. </li></ul><ul><li>New Business and Renewal Process: Conduct research, gather information, prepare submissions, and bind coverage. </li></ul><ul><li>Accounts Receivable: Monitor reports and collect outstanding balances. </li></ul><ul><li>System Maintenance: Maintain data accuracy in agency management systems. </li></ul><ul><li>Activity Monitoring: Ensure timely completion of activities. </li></ul><ul><li>Service Excellence: Deliver excellent service, anticipate needs, and respond quickly to requests. </li></ul><ul><li>Policy Compliance: Stay updated on company policies and procedures. </li></ul><ul><li>Continuous Improvement: Seek and adopt best practices to improve individual and team performance. </li></ul><ul><li>Champion IOA Values: Demonstrate integrity and leadership. </li></ul>  Ideal Candidate Qualifications: <ul><li>5+ years of industry experience, or 7 years of sales, marketing, or relationship management experience </li></ul><ul><li>Thorough knowledge of insurance brokerage and client needs </li></ul><ul><li>Experience to service and support large, complex accounts </li></ul><ul><li>Required active licensing; professional designation (CIC or equivalent) preferred </li></ul><ul><li>Strong analytical, problem-solving, and decision-making skills </li></ul><ul><li>Exceptional customer service, communication, multitasking, and organizational skills </li></ul><ul><li>Proficiency in MS Office (Outlook, Word, Excel) </li></ul><ul><li>High School Diploma (or equivalent) </li></ul>  What We Offer: <ul><li>Competitive salaries and bonus potential </li></ul><ul><li>Company-paid health insurance </li></ul><ul><li>Paid holidays, vacations, and sick time </li></ul><ul><li>401K with employer match </li></ul><ul><li>Professional growth and career progression opportunities </li></ul><ul><li>Respectful culture and work/family life balance </li></ul><ul><li>Community service commitment </li></ul><ul><li>Supportive teammates and a rewarding work environment </li></ul>  What to Expect (Application Process): <ul><li>30-Minute Phone Screen, Online Assessments, and Interview(s) </li></ul>Salary RangeThe expected pay range for this position is 110-130K annually, depending on experience, relevant skills, and geographic location.Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Insurance Office of America

Account Executive- Commercial Insurance (Remote)

Accounts Receivable

Aged Care

Best Practices

Billing

Brokerage

Business Growth

Business Processes

Childcare

Continuous Improvement

Corporate Policies

Customer Relationship Management (CRM)

Customer Retention/Renewal

Customer Service Management

Customer Support/Service

Data Quality

Diversity

Health Insurance

High Tech Industry

Hospitality Construction

Insurance

Insurance Sales

Leadership

Licensing

Marketing

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft Word

Multitasking

Organizational Skills

Policy Development

Problem Solving Skills

Relationship Management

Relationship Marketing

Research Skills

Resolve Customer Issues

Risk Management

Sales

Sales Management

Service Delivery

Systems Maintenance

Team Lead/Manager

Time Management

Work From Home

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Chief Financial Officer (CFO), Executive Vice PresidentCDM Smith

Account Executive- Commercial Insurance (Remote)Insurance Office of America

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