Chief Financial Officer

Company Overview: We are a leading insurance and surety brokerage with global operations, headquartered in Jericho, NY. As our company continues to experience rapid organic growth, we are seeking a dynamic Chief Financial Officer (CFO) who can leverage technology to drive efficiency and results-driven processes. The CFO will be an integral part of our executive leadership team, guiding our financial strategy and operations to support continued expansion.  

Job Description: The CFO will oversee and manage all financial activities within the organization, ensuring the implementation of efficient, technology-driven financial processes. This role requires a strategic and visionary financial leader with a commitment to our firm's vision, mission, and values. The ideal candidate will thrive in a fast-paced environment and possess strong leadership skills. 


Why Join Us: 

  • Be a part of a rapidly growing, dynamic company with global operations. 

  • Lead a talented and motivated team in a collaborative environment. 

  • Opportunity to train alongside our current CFO 

  • Competitive salary and benefits package. 


Key Responsibilities: 

  • Lead and oversee the company’s financial administration and planning, including financial policy development, management of accounting systems, budget planning, risk management, insurance, purchasing, taxation, forecasting, and strategic planning. 

  • Utilize technology to streamline financial processes and improve efficiency and accuracy. 

  • Manage relationships with lending institutions, shareholders, and the financial community. 

  • Contribute to short- and long-term planning, identifying areas for growth and new profit opportunities. 

  • Oversee and manage fiduciary funds, ensuring the accurate and efficient flow of premiums from clients to insurance carrier partners. 

  • Oversee financial reporting, budgeting, forecasting, treasury, tax, and audit management. 

  • Prepare profit and loss statements, balance sheets, and capital budgets for all entities related to our organization. 

  • Establish and maintain internal systems to support financial and business operations in line with growth and reporting requirements. 

  • Monitor and report on the organization's financial stability, liquidity, and growth. 

  • Direct the establishment and maintenance of budget programs with department and regional leaders 

  • Implement and maintain effective cost control measures, including the management of employee and company expenses through policies and systems 

  • Manage the preparation and issuance of annual and quarterly reports. 

  • Oversee tax reporting and compliance. 

  • Lead, train, supervise, and motivate the accounting & finance team; manage schedules and workflow. 

  • Provide daily guidance and oversight to subordinates; promote and recognize performance. 

  • Stay updated on team activities, identify problem areas, and implement corrective actions. 

  • Perform additional related duties as assigned by management. 


Qualifications: 

  • Bachelor’s degree in Finance, Accounting, or related field. 

  • CPA designation and/or an advanced degree in Finance/Accounting  

  • Minimum of seven to ten years of related experience in finance and management. 

  • Strong knowledge of financial management, forecasting, and reporting. 

  • Proven ability to leverage technology for financial efficiency and effectiveness. 

  • Demonstrated leadership and business acumen skills. 

  • Ability to work collaboratively with all levels of management. 

  • Commitment to excellence and high standards. 



If you are a forward-thinking financial leader seeking your next opportunity, we invite you to apply for the CFO position at our innovative and expanding firm. 


*Salary range starting at $250,000, commensurate with experience.

Finance

Jericho, NY

Share on:

Terms of servicePrivacyCookiesPowered by Rippling