Oliver James have been exclusively engaged by a top life and annuity insurer and reinsurer to find a VP of Finance Strategy. This is a high profile role supporting the Group CFO and a number of Finance/Accounting executives across the finance department with finance business partnering, strategy, non-routine transactions, capital raising and finance communication.
This role can sit in NYC, Charlotte, Hartford or Bermuda
Compensation ranges from 300-350k all in.
Key accountabilities include:
- Enablement of Finance Strategy including working closely with the CFO on upcoming acquisitions, integration and improvement activities
- Engage with CFO direct reports and communicate critical deliverables on behalf of CFO (i.e., timely submission of materials, quarterly functional objective submissions, HR requirements)
- Perform research on regulatory, accounting, operational and capital matters
- Ad-hoc financial modelling and analysis on upcoming M&A transactions, integrations and special projects.
- Creation of task management methodologies enabling key actions/deadlines to be monitored across the Finance leadership team
- Prepare and/or review internal and external communications
- Manage Investor Relations mailbox, coordinate with analysts regarding material preparation for CFO
- Prepare presentation materials with high content quality for executive management and the board
Person Specifications:
- Prior experience in a Financial Reporting / Controllership capacity required with a combination of 5+ years of experience in a project management, chief of staff or corporate development capacity
- CPA, MBA or Bachelors degree in Finance, Accounting or similar
- Experience in the insurance industry with high preference for life, annuities or reinsurance experience
- Advanced Microsoft Word, Outlook and PowerPoint skills
- Excel skills must include the ability to create crisp charts and graphs based upon data provided
- Strong experience with Adobe or PDF products
- Hands-on experience with document management and delivery of materials via secure board/management portals
To be further considered for this role, please apply using the prompts provided or email chris.dodds@oliverjames.com
