Chief Financial Officer (CFO) Job at Confidential, San Francisco, CA

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  • Confidential
  • San Francisco, CA

Job Description

Chief Financial Officer (CFO)

About the Company

Rapid-growing insurance organization

Industry
Insurance

Type
Privately Held

About the Role

The Company is in search of a Chief Financial Officer (CFO) to play a pivotal role in its transition from a Managing General Agency (MGA) to a full-stack carrier. The successful candidate will be tasked with bringing order to legacy financials, architecting the future-state finance function, and serving as a strategic partner to the CEO. This high-impact position requires a CFO who can manage capital allocation, lead the preparation for an AM Best rating, and configure the finance layer of a new API-driven system. The role demands a hands-on approach, with a focus on real-time reporting, and the ability to advise on key financial decisions. The ideal CFO will have a background in the insurance sector, particularly in guiding an MGA's evolution into a carrier, and will be adept at operating in a fast-paced, entrepreneurial environment. Applicants for the CFO position at the company should have a minimum of 5 years' experience in senior finance leadership within the insurance industry, with a strong understanding of GAAP, STAT, and MGA revenue models. The role is suited to a proactive, solutions-driven individual who is comfortable with ambiguity and can balance strategic vision with hands-on execution. The CFO will be expected to be a pragmatic, action-oriented leader, capable of scaling teams and resources judiciously. This is a unique opportunity for a finance leader to make a significant impact, shaping the company's trajectory and supporting its ambitious growth plans. The role is not just about finance; it is about being a key player in the organization's evolution and success.

Hiring Manager Title
CEO

Travel Percent
Less than 10%

Functions

  • Finance
  • Operations
Confidential

Job Tags

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