Oliver James
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Opportunity: Financial Controller - Next-Gen Life Insurance Venture
Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.
Location:
NYC Metro Area / Hybrid (U.S. based)
Level:
Senior Leadership
Compensation:
Highly competitive + equity opportunity
Looking to break the mold of traditional insurance finance?
We're partnering with a bold, well-capitalized, tech-forward life and annuity platform backed by industry legends and built from the ground up to rethink how the insurance industry operates. If you're ready to step into a
leadership role that touches everything from reporting to reinsurance to strategy , this is your moment.
Why This Company?
We won't say too much here (yet) - but this is a
cloud-native, scalable annuity business
led by
visionaries from Fortune 100 insurers and tier-one investment firms . The leadership team includes a former Fortune 250 CEO and a legendary private investor with decades of transformational deal experience. The company is early-stage but already deeply rooted - think startup agility with enterprise-level firepower.
The Role
Reporting to the CFO, you'll lead the
statutory and regulatory financial reporting
for U.S. life insurance entities and serve as a thought partner in companywide financial reporting, general accounting, and strategic team leadership.
This is
not
just another controller job - it's about
building and owning the reporting engine
for a platform with ambitious M&A and product growth plans.
Key Focus Areas
Lead quarterly & annual financial reporting (US Stat / GAAP / SEC) Own the full statutory filings lifecycle - blue books, footnotes, board decks Manage audits, internal controls (Model Audit Rule), and NAIC relationships Guide reinsurance accounting and transaction support Partner with actuaries, investments, deals team, and senior leadership Lead a growing team - hire, mentor, build Support acquisition integration and block transactions
Must-Have Experience
12+ years in insurance financial reporting (life & annuity preferred) Deep familiarity with US Statutory and GAAP accounting Strong leadership chops - team-building, mentorship, cross-functional alignment Exposure to reinsurance accounting and M&A a major plus CPA or equivalent required; MBA or advanced degree preferred Ability to thrive in fast-paced, high-trust environments
This role is for someone who's done the big-company thing - and is now ready to build something better.
The opportunity for growth, visibility, and long-term impact here is unmatched.
Strictly confidential search
Message us directly or apply to learn more - we'll share the full picture.
Apply NowSeniority level
Seniority levelDirector Employment type
Employment typeFull-time Job function
Job functionAccounting/Auditing and Finance IndustriesStaffing and Recruiting Referrals increase your chances of interviewing at Oliver James by 2x Get notified about new Financial Controller jobs in
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Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.
Location:
NYC Metro Area / Hybrid (U.S. based)
Level:
Senior Leadership
Compensation:
Highly competitive + equity opportunity
Looking to break the mold of traditional insurance finance?
We're partnering with a bold, well-capitalized, tech-forward life and annuity platform backed by industry legends and built from the ground up to rethink how the insurance industry operates. If you're ready to step into a
leadership role that touches everything from reporting to reinsurance to strategy , this is your moment.
Why This Company?
We won't say too much here (yet) - but this is a
cloud-native, scalable annuity business
led by
visionaries from Fortune 100 insurers and tier-one investment firms . The leadership team includes a former Fortune 250 CEO and a legendary private investor with decades of transformational deal experience. The company is early-stage but already deeply rooted - think startup agility with enterprise-level firepower.
The Role
Reporting to the CFO, you'll lead the
statutory and regulatory financial reporting
for U.S. life insurance entities and serve as a thought partner in companywide financial reporting, general accounting, and strategic team leadership.
This is
not
just another controller job - it's about
building and owning the reporting engine
for a platform with ambitious M&A and product growth plans.
Key Focus Areas
Lead quarterly & annual financial reporting (US Stat / GAAP / SEC) Own the full statutory filings lifecycle - blue books, footnotes, board decks Manage audits, internal controls (Model Audit Rule), and NAIC relationships Guide reinsurance accounting and transaction support Partner with actuaries, investments, deals team, and senior leadership Lead a growing team - hire, mentor, build Support acquisition integration and block transactions
Must-Have Experience
12+ years in insurance financial reporting (life & annuity preferred) Deep familiarity with US Statutory and GAAP accounting Strong leadership chops - team-building, mentorship, cross-functional alignment Exposure to reinsurance accounting and M&A a major plus CPA or equivalent required; MBA or advanced degree preferred Ability to thrive in fast-paced, high-trust environments
This role is for someone who's done the big-company thing - and is now ready to build something better.
The opportunity for growth, visibility, and long-term impact here is unmatched.
Strictly confidential search
Message us directly or apply to learn more - we'll share the full picture.
Apply NowSeniority level
Seniority levelDirector Employment type
Employment typeFull-time Job function
Job functionAccounting/Auditing and Finance IndustriesStaffing and Recruiting Referrals increase your chances of interviewing at Oliver James by 2x Get notified about new Financial Controller jobs in
New York, United States . New York, NY $200,000 - $250,000 2 weeks ago New York, NY $120,000 - $150,000 4 days ago New York, NY $170,000 - $200,000 2 days ago Yaphank, NY $154,375 - $211,300 3 days ago New York, NY $100,000 - $130,000 3 weeks ago Bohemia, NY $150,000 - $175,000 2 weeks ago Tonawanda, NY $110,000 - $135,500 1 day ago Brooklyn, NY $105,000 - $115,000 2 weeks ago New York, NY $192,000 - $252,000 1 week ago Melville, NY $135,000 - $165,000 4 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr