Fractional CFO- P&C Insurance
150-225k DOE
Brooklyn, NY
Position Summary
We are seeking a strategic and detail-oriented CFO to oversee all financial operations of our P&C insurance brokerage business. The role is responsible for structuring and managing the four core Finance verticals, driving process improvements, ensuring compliance, and serving as a trusted advisor to senior leadership. The ideal candidate has strong technical expertise, leadership skills, and experience navigating complex operational environments.
Key Responsibilities
1. Finance Structure & OversightLead and oversee the proper functioning of the four Finance verticals.
Define clear roles and responsibilities for the team and provide oversight and mentorship to the Controller.
Act as a financial advisor to the CEO and executive team.
Participate in Leadership Meetings, Owners’ Box Offsites, and EOS process reviews.
Identify financial risks and recommend corrective actions.
Track and optimize Net Income Margin and profitability by business line.
Prepare and present quarterly financial forecasts to senior leadership.
Lead preparation of the Annual Budget and 3-Year Strategic Financial Plan.
Ensure timely, accurate management reporting.
Serve as the bridge between Accounting, Operations, and Broker teams.
Liaise with external auditors.
Support all statutory filings and internal control compliance.
Oversee the transition from cash to accrual basis accounting.
Monitor ERP implementations and process improvement projects.
Direct critical automation and efficiency initiatives.
Review and sign all external vendor contracts above $500K.
Implement financial controls and compliance protocols.
Required Qualifications
CPA / CA or MBA (Finance) preferred.
15+ years of Finance leadership experience in Insurance, Brokerage, or Professional Services.
Strong understanding of accrual accounting, commission-based models, and financial systems like QuickBooks, NetSuite, and PowerBI.
Experience in finance transformations and ERP implementations.
Excellent communication and strategic thinking skills.
Email resume to: yanky@maiplacement.com
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