CFO

About The Institutes

Located in beautiful Malvern Pennsylvania The Institutes are a notforprofit comprised of diverse affiliates that educate elevate and connect people in the essential disciplines of risk management and insurance. Through products and services offered by our nearly 20 affiliated business units people and organizations are empowered to help those in need with a focus on understanding predicting and preventing losses to create a more resilient world.

Additionally we understand the importance of worklife balancein 2024 named us a Top Workplace for the ninth year! We provide excellent benefits and a friendly teamfocused work environment to drive employee engagement.

Senior Vice President Finance & Chief Financial Officer

Are you a visionary financial leader with the strategic acumen to drive business growth optimize financial health and innovate for the future We are seeking a dynamic Senior Vice President Finance & Chief Financial Officer (SVP/CFO) to be a key leader at The Institutes. This is an exciting opportunity for a proven financial strategist to guide our organization through complex financial landscapes lead transformative initiatives and contribute to highlevel decisionmaking at the helm of the business.

In this pivotal role you will shape the organizations financial strategy lead all aspects of finance and select shared services departments. The CFO plays an instrumental part in our journey toward continued growth and success. You will be the driving force behind financial decisionmaking operational efficiency and longterm strategic planning with a direct impact on both the daytoday and future health of the organization.

What Youll Do:

Strategic Financial Leadership

Direct and execute the organizations financial strategy collaborating closely with the Senior Management Team to align financial goals with our overarching business model and strategic initiatives. You will continuously analyze market trends as well as uncover growth opportunities through mergers and acquisitions.

Strategic Human Resources Legal Enterprise Risk Management & Facilities Leadership

Oversee the strategy for four shared services areas to ensure the departments are optimized for success and aligned with The Institutes culture.

Financial Stewardship & Compliance

Oversee and manage all financial functions including treasury cash flow accounting audits tax compliance capital investments and retirement plans. You will ensure the financial health of the organization by maintaining the integrity of financial reporting and ensuring compliance with regulatory standards at all levels.

Innovative Technology Integration

Leverage cuttingedge technologies including the integration of Gen AI and other innovations to enhance operational efficiency improve decisionmaking and streamline financial tasks.

Proactive Forecasting & Strategic Financial Health

Develop sophisticated forecasting models that not only anticipate shortterm financial outcomes but also drive longterm strategic health.

Leadership and Team Development

Inspire and lead Finance HR Legal Enterprise Risk Management and Facilities departments to achieve ambitious goals. You will foster a culture of collaboration and high performance ensuring teams are aligned with organizational objectives while nurturing the development of talent across the organization.

Risk Management & Enterprise Protection

Identify and mitigate financial and operational risks that could impact the organizations stability. Your proactive enterprisewide risk management strategy will ensure that potential threats are anticipated minimized and managed effectively.

Senior Management Team Engagement

As a key member of the Senior Management Team you will play an essential role in shaping the strategic direction of the organization. You will offer insights and guidance to the team ensuring alignment between the organizations objectives and the financial strategy while actively contributing to the organizations broader vision.

What Were Looking For:

• Proven experience as a CFO SVP of Finance or in a senior financial leadership role with a track record of strategic financial planning risk management and growth.
• Deep understanding of corporate finance accounting financial analysis and budgeting combined with handson expertise in financial modeling and forecasting.
• Bachelors degree required; Advanced degree and/or CPA is strongly preferred.
• Strong leadership skills with the ability to inspire teams foster collaboration and drive crossfunctional initiatives that impact the organizations bottom line.
• A forwardthinking approach to technology adoption with a passion for leveraging new tools and innovations to optimize processes and decisionmaking.
• A proactive solutionsoriented mindset with the ability to anticipate challenges mitigate risks and identify opportunities for growth and expansion.
• Exceptional communication and interpersonal skills with the ability to engage and influence stakeholders at all levels

Why Join Us

This is not just a job its an opportunity to make a lasting impact. Youll be at the center of decisionmaking innovation and growth helping to shape the future of our organization while leading a talented team toward greater success. If youre passionate about driving financial strategy optimizing business performance and making strategic decisions that influence the longterm trajectory of a dynamic organization we want to hear from you.

The Best Part The Benefits!

To enforce the importance of worklife balance employees enjoy excellent benefits including:

• 401(k) plan with company contribution up to 16
• Generous time off package that includes paid vacation personal sick and holidays
• Paid maternity and parental leave
• Tuition reimbursement
• Medical dental vision and prescription coverage
• On our Malvern campus: Free lunch every day when working on campus onsite fitness center and a beautiful 1.25mile walking path!

Required Experience:

Chief