Deputy Chief Financial Officer (CFO)

Deputy Chief Financial Officer (CFO)

About the Company

Well-established provider of health & retirement benefits to faith-based organizations

Industry

Financial Services

Type

Privately Held

Founded

1987

Employees

51-200

Categories

• Financial Services
• Health
• Health Insurance
• Insurance
• Finance
• Savings & Investing
• Non-Profit & Philanthropy

Specialties

About the Role

The Company is seeking a Deputy Chief Financial Officer to provide strategic and operational leadership across all aspects of the finance function. This role is pivotal, with the intent to succeed the current CFO at the time of her planned retirement. The successful candidate will be a key strategic partner and a hands-on leader, overseeing policy, strategy, and corporate projects, as well as operational activities including financial reporting, budgeting, forecasting, treasury, and actuarial valuations. The Deputy CFO will also be responsible for ensuring the organization's long-term financial health and risk governance, partnering closely with executive leadership, the Board of Trustees, and external financial partners.

Applicants for the Deputy CFO position at the company should have a strong background in finance, with a Bachelor's degree in accounting, finance, or a related field, and a preference for a Master's degree, MBA, CPA, or similar designation. A minimum of 10 years' progressive experience in finance or accounting leadership is required, with 5-7 years specifically in the functions outlined. The role demands a candidate with a deep understanding of GAAP, financial controls, tax regulations, and investment accounting, as well as experience in insurance or benefits administration. Strong communication, leadership, and employee management skills are essential, as is the ability to work within and lead cross-functional teams. The ideal candidate will also have a background in public accounting or audit, and a demonstrated ability to align with the mission of the organization, which operates within a faith-based environment.

Hiring Manager Title

Chief Financial Officer

Travel Percent

Less than 10%

Functions