Oliver James
Finance Director / Controller – Life insurance client
Oliver James, New York, New York, us, 10261
Finance Director / Controller – Life insurance client
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Finance Director / Controller – Life insurance client
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Oliver James
Oliver James is delighted to be partnering with a highly sophisticated, asset manager‑backed insurance platform to appoint a Senior Finance Leader in the insurance industry. Our client is a publicly listed investment vehicle backed by an established global alternative asset manager, with deep roots across private credit, structured finance, and insurance solutions. The platform is in an active build‑out phase, deploying capital across reinsurance, in‑force blocks, and strategic insurance acquisitions.
The Opportunity This is a rare opportunity for a senior life insurance finance professional to step into a broad, value‑creating leadership role with genuine influence over balance sheet strategy, capital deployment, and platform expansion. Initially anchored in technical accounting and reporting excellence, the role will naturally evolve into a CFO‑level remit as the insurance platform scales.
Key Focus Areas
Ownership of statutory and GAAP financial reporting for life insurance and reinsurance entities
Oversight of regulatory filings, Blue Book submissions, and regulator engagement
Leadership across accounting operations, close processes, and external reporting
Balance sheet stewardship spanning capital, liquidity, investments, and reinsurance structures
Financial planning, forecasting, and analytics to support growth and transaction activity
Active participation in M&A, block acquisitions, and post‑deal integration
Collaboration with investment, actuarial, tax, and executive stakeholders
Ideal Background
Extensive experience within life insurance or annuity finance leadership
Deep technical grounding in US STAT and GAAP insurance accounting
Strong exposure to annuity products (MYGA, FIA preferred) and reinsurance structures
Proven ability to operate in fast‑moving, transaction‑driven environments
Senior‑level communication skills with boards, executives, and external partners
CPA, CFA, or MBA strongly preferred
This role offers exceptional scope, visibility, and long‑term upside within a capital‑backed insurance growth platform.
For more information please apply using the prompts provided or contact [email protected] for more information.
Apply Now
#J-18808-Ljbffr
Finance Director / Controller – Life insurance client
role at
Oliver James
Oliver James is delighted to be partnering with a highly sophisticated, asset manager‑backed insurance platform to appoint a Senior Finance Leader in the insurance industry. Our client is a publicly listed investment vehicle backed by an established global alternative asset manager, with deep roots across private credit, structured finance, and insurance solutions. The platform is in an active build‑out phase, deploying capital across reinsurance, in‑force blocks, and strategic insurance acquisitions.
The Opportunity This is a rare opportunity for a senior life insurance finance professional to step into a broad, value‑creating leadership role with genuine influence over balance sheet strategy, capital deployment, and platform expansion. Initially anchored in technical accounting and reporting excellence, the role will naturally evolve into a CFO‑level remit as the insurance platform scales.
Key Focus Areas
Ownership of statutory and GAAP financial reporting for life insurance and reinsurance entities
Oversight of regulatory filings, Blue Book submissions, and regulator engagement
Leadership across accounting operations, close processes, and external reporting
Balance sheet stewardship spanning capital, liquidity, investments, and reinsurance structures
Financial planning, forecasting, and analytics to support growth and transaction activity
Active participation in M&A, block acquisitions, and post‑deal integration
Collaboration with investment, actuarial, tax, and executive stakeholders
Ideal Background
Extensive experience within life insurance or annuity finance leadership
Deep technical grounding in US STAT and GAAP insurance accounting
Strong exposure to annuity products (MYGA, FIA preferred) and reinsurance structures
Proven ability to operate in fast‑moving, transaction‑driven environments
Senior‑level communication skills with boards, executives, and external partners
CPA, CFA, or MBA strongly preferred
This role offers exceptional scope, visibility, and long‑term upside within a capital‑backed insurance growth platform.
For more information please apply using the prompts provided or contact [email protected] for more information.
Apply Now
#J-18808-Ljbffr