SoTalent
A senior executive role responsible for shaping capital strategy, leading M&A activity, and overseeing treasury operations to support long‑term financial strength, sustainable growth, and policyholder value. This role partners closely with the CEO, CFO, CLO, Board of Directors, and rating agencies.
Key Responsibilities
Design and lead capital allocation frameworks to optimize returns, liquidity, and surplus adequacy
Balance growth investments with risk‑adjusted returns and policyholder commitments
Align capital decisions with corporate strategy, market dynamics, and stakeholder expectations
Mergers & Acquisitions
Build and lead M&A capabilities, including pipeline development, valuation, due diligence, and integration
Partner with cross‑functional leaders to ensure strategic and financial alignment
Manage external advisors such as banks and consultants
Monitor industry trends and competitive M&A activity
Treasury & Risk Oversight
Oversee global treasury operations, including liquidity, funding, and risk management
Establish policies for cash management, FX, and interest rate risk
Act as a trusted advisor to executive leadership on capital deployment and financial decisions
Report to the Board on capital performance, investments, and strategic initiatives
Ensure regulatory compliance and strong internal controls
What You Bring
Bachelor’s degree required; MBA or advanced degree preferred
CPA, CFA, or CTP a plus
10+ years’ experience leading M&A and capital initiatives in insurance, banking, or financial services
Deep expertise in corporate finance, capital markets, and complex transactions
Strong executive presence with the ability to influence senior stakeholders
Proven project leadership across large, cross‑functional initiatives
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Management
Industries Insurance
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Key Responsibilities
Design and lead capital allocation frameworks to optimize returns, liquidity, and surplus adequacy
Balance growth investments with risk‑adjusted returns and policyholder commitments
Align capital decisions with corporate strategy, market dynamics, and stakeholder expectations
Mergers & Acquisitions
Build and lead M&A capabilities, including pipeline development, valuation, due diligence, and integration
Partner with cross‑functional leaders to ensure strategic and financial alignment
Manage external advisors such as banks and consultants
Monitor industry trends and competitive M&A activity
Treasury & Risk Oversight
Oversee global treasury operations, including liquidity, funding, and risk management
Establish policies for cash management, FX, and interest rate risk
Act as a trusted advisor to executive leadership on capital deployment and financial decisions
Report to the Board on capital performance, investments, and strategic initiatives
Ensure regulatory compliance and strong internal controls
What You Bring
Bachelor’s degree required; MBA or advanced degree preferred
CPA, CFA, or CTP a plus
10+ years’ experience leading M&A and capital initiatives in insurance, banking, or financial services
Deep expertise in corporate finance, capital markets, and complex transactions
Strong executive presence with the ability to influence senior stakeholders
Proven project leadership across large, cross‑functional initiatives
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Management
Industries Insurance
#J-18808-Ljbffr