The Jacobson Group
A fraternal benefits society is seeking a Chief Financial Officer (CFO). The CFO is a strategic and financial leader responsible for safeguarding the organization’s fiscal integrity and ensuring sound financial management in alignment with its mission, objectives and governing bylaws. The CFO oversees all financial functions, provides actionable insights to the CEO and Board of Directors, monitors investment performance, manages reporting and analysis, and ensures compliance with regulatory and association requirements. This high-impact role offers a collaborative, results-driven leader the opportunity to shape financial strategy, drive organizational growth, and make a meaningful contribution to the organization’s mission. This is a retained search.
Responsibilities
Provide strategic financial guidance, lead budgeting and forecasting, and deliver analysis to support organizational growth and decision-making.
Ensure accurate accounting, financial reportingand regulatory compliance across all Association operations, in coordination with the Controller.
Oversee investment performance, asset management, and adherence to contractual and policy guidelines.
Partner with the CEO to support the Board, committeesand auditors through reporting, analysisand convention-related financial planning.
Lead and develop finance and accounting staff while ensuring alignment of financial operations with organizational goals.
Requirements
CPA or MBA in Finance or a related field required; actuarial background - ASA or FSA(preferred)
10+ years in business, financeor insurance, with preference for candidates from insurance or financial services organizations; experience with fraternal organizations is a plus but not required
Proficiency in Microsoft Office Suite, understanding of ledger and investment systems, and familiarity with statutory accounting (Blue Book knowledge preferred)
Experience preparing materials and presenting to a Board (preferred)
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Responsibilities
Provide strategic financial guidance, lead budgeting and forecasting, and deliver analysis to support organizational growth and decision-making.
Ensure accurate accounting, financial reportingand regulatory compliance across all Association operations, in coordination with the Controller.
Oversee investment performance, asset management, and adherence to contractual and policy guidelines.
Partner with the CEO to support the Board, committeesand auditors through reporting, analysisand convention-related financial planning.
Lead and develop finance and accounting staff while ensuring alignment of financial operations with organizational goals.
Requirements
CPA or MBA in Finance or a related field required; actuarial background - ASA or FSA(preferred)
10+ years in business, financeor insurance, with preference for candidates from insurance or financial services organizations; experience with fraternal organizations is a plus but not required
Proficiency in Microsoft Office Suite, understanding of ledger and investment systems, and familiarity with statutory accounting (Blue Book knowledge preferred)
Experience preparing materials and presenting to a Board (preferred)
#J-18808-Ljbffr