Deputy CFO - Insurance

Overview

This role involves serving as Deputy Chief Financial Officer for a rapidly expanding global financial services and insurance organization undergoing a multi-billion-dollar U.S. national expansion. The organization is modernizing its operating model following strategic acquisitions, portfolio integrations, and rapid asset growth.

Location

• 100% Remote (West Coast preferred)
• Occasional travel to San Francisco & Los Angeles
• Preference for candidates domiciled in PST or MST time zones

Type

• Full-Time, Permanent

Responsibilities

• Financial Reporting & Governance: Direct US GAAP, Statutory (STAT), and management reporting across expanding legal entities, ensuring internal controls, board-level reporting, and audit compliance.
• Team Leadership & Scale: Build, mentor, and scale a high-performing finance team; establish clear reporting structures across corporate accounting, financial operations, and technical reporting.
• Strategic Finance Leadership: Partner with the CFO, executive peers, and parent-company leadership to drive financial strategy, capital management, and balance sheet alignment.
• Finance Change & Transformation: Serve as executive sponsor for finance modernization initiatives, including enterprise ledger system upgrades (M22/ERP integration), target operating model shifts, and accounting standard updates.
• M&A & Integration Support: Oversee financial onboarding, process alignment, and reporting integration of acquired platforms, portfolios, and transitional teams.

Requirements

• Experience: 12+ years of progressive finance leadership experience within the life or annuity insurance/reinsurance industry.
• Technical Mastery: Deep expertise in complex insurance financial reporting (US GAAP and STAT) and regulatory frameworks.
• Change Leadership: Proven track record leading large-scale finance transformation, system implementations, and post-merger integrations.
• Education & Credentials: Bachelor’s degree in Accounting or Finance; CPA, CA, or equivalent professional designation required.

Compensation & Benefits

Not specified in the provided job description.