CFO

Fractional CFO P&C Insurance

150225k DOE

Brooklyn NY

Position Summary

We are seeking a strategic and detailoriented CFO to oversee all financial operations of our P&C insurance brokerage business. The role is responsible for structuring and managing the four core Finance verticals driving process improvements ensuring compliance and serving as a trusted advisor to senior leadership. The ideal candidate has strong technical expertise leadership skills and experience navigating complex operational environments.

Key Responsibilities

• Lead and oversee the proper functioning of the four Finance verticals.

• Define clear roles and responsibilities for the team and provide oversight and mentorship to the Controller.

• Act as a financial advisor to the CEO and executive team.

• Participate in Leadership Meetings Owners Box Offsites and EOS process reviews.

• Identify financial risks and recommend corrective actions.

• Track and optimize Net Income Margin and profitability by business line.

• Prepare and present quarterly financial forecasts to senior leadership.

• Lead preparation of the Annual Budget and 3Year Strategic Financial Plan.

• Ensure timely accurate management reporting.

• Serve as the bridge between Accounting Operations and Broker teams.

• Liaise with external auditors.

• Support all statutory filings and internal control compliance.

• Oversee the transition from cash to accrual basis accounting.

• Monitor ERP implementations and process improvement projects.

• Direct critical automation and efficiency initiatives.

• Review and sign all external vendor contracts above $500K.

• Implement financial controls and compliance protocols.

Required Qualifications

• CPA / CA or MBA (Finance) preferred.

• 15 years of Finance leadership experience in Insurance Brokerage or Professional Services.

• Strong understanding of accrual accounting commissionbased models and financial systems like QuickBooks NetSuite and PowerBI.

• Experience in finance transformations and ERP implementations.

• Excellent communication and strategic thinking skills.

Email resume to:

Required Experience:

Chief