Chief Financial Officer

Segrera Associates in Miami, FL

  • Industry: Financial Services - Insurance - Insurance Sales Agent/Broker
  • Type: Full Time
  • Compensation: $101,245.00 - 122,530.00 / Year*
position filled
Chief Financial Officer Company Description Our client is an emerging health insurance company that provides quality and affordable health care solutions. The company was founded in 2016 by a successful entrepreneur with extensive experience in the health insurance industry. The company is expanding, and the CEO is looking to bring in a world-class CFO to help manage the international growth while driving increased top-line expansion. The CEOs strategic goal is to grow the business in a controlled and profitable manner. Position Summary As a crucial part of the Executive Team, the CFO is responsible for planning, implementing, managing, and controlling all financial-related activities of the company including direct responsibility for accounting, finance, forecasting, strategic planning, job costing, legal, property management, deal analysis and negotiations, investor relationships, and partner compliance by performing the following duties. Job Description: Duties and Responsibilities Job duties include the following: Other duties may be assigned. Acts as key strategic leader and member of the Senior Management reporting directly to the CEO. Works closely with CEO to manage and monitor capital. Visit existing and prospective clients with CEO and/or lead sales agents. Handles responsibility timely for all accounting cycle testing, auditing, and compliance functions. Produces timely and consistent monthly, quarterly, and annual financial reports, and Generally Accepted Accounting Principles including consolidating entities and coordinating annual audits. Oversees the preparation and files premium tax returns and all statutory reporting. Prepares and works with outside firm on quarterly and annual federal income tax filings. Creates, supports, and maintains investment guidelines for the organization. Maintains a leadership role in management of regulatory, rating agency, and Board of Directors reporting and communication functions. Serves in the Board of Directors, confers with organization officials, and staff members to discuss issues, coordinate activities, and resolve problems. Performs other duties as assigned. Benefits Generous health insurance package o 85% company paid benefit-rich Health Coverage o 85% company paid Dental, Vision, Disability and Life coverage o Paid time off Required Qualifications (Education/Experience) Bachelor s Degree required from a 4 year college or university 15 years experience in finance/accounting Certified Public Accountant and/or Masters of Business Administration preferred Required Skills o Computer Applications Strong expertise in Excel and excel based financial planning and capital models. Must have the ability to build and /or modify complex spreadsheets. o Judgment - Exhibits sound and accurate judgment; Supports and explains reasoning for decisions. o Communication ability to write and present complex ideas in a clear, concise fashion to technical and non-technical audiences. o Supervisory Skills- Periodically manages staff & senior accountants in the Accounting department on assigned projects or duties as directed from CFO or Finance Director. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Ability to develop, management and motivate an effective team. Must have strong planning, analytical, decision-making and communication skills. Solid understanding of business processes to improve business outcomes. Demonstrated ability to exchange ideas and convey complex information clearly and concisely, both verbally and in writing to all levels; entry level employee to Board Members. Ability to develop partnerships and collaborate with other business and functional areas. Ability to act with Integrity. Willingness to travel approximately 30% Bilingual preferred (English & Spanish)
Associated topics: agent, commission, healthcare, inside sales, life insurance agent, outside sales, retail, sales agent, sales position, sales representative

* Estimated salary

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