Cfo Insurance Jobs (NOW HIRING)

Chief Financial Officer (CFO)

Location: Edmond, OK (Hybrid)
Compensation: $150,000 - $185,000 Base Salary + Bonus + Equity Opportunity
Company: Confidential Client of NOW CFO

Position Overview

NOW CFO is partnering with a confidential financial services organization seeking a hands-on Chief Financial Officer (CFO) to help build and lead the finance and accounting function of a newly established institution. This is a unique opportunity to join the executive leadership team during a critical growth phase and play a key role in shaping the organization's financial infrastructure, strategy, and long-term success.

Reporting directly to the CEO and working closely with the Board of Directors, the CFO will oversee accounting operations, financial reporting, budgeting, forecasting, capital planning, and strategic financial initiatives. This role is ideal for an experienced Controller, VP of Finance, Finance Director, or CFO who enjoys building processes, creating structure, and operating in a dynamic entrepreneurial environment.

Key Responsibilities

Lead all accounting and financial operations, ensuring accurate and timely financial reporting
Oversee budgeting, forecasting, cash flow management, and financial planning activities
Build and enhance accounting processes, internal controls, and financial infrastructure
Manage the general ledger, financial statements, audits, and external reporting requirements
Develop financial models, projections, and capital planning strategies to support organizational growth
Partner with executive leadership and the Board to support strategic decision-making
Monitor liquidity, profitability, and overall financial performance
Coordinate relationships with auditors, banking partners, regulators, and other external stakeholders
Evaluate and improve financial systems, reporting tools, and operational processes
Build, mentor, and develop the accounting and finance team as the organization grows

Qualifications

Bachelor's degree in Accounting, Finance, or a related field
7+ years of progressive accounting and finance leadership experience
Strong understanding of financial reporting, general ledger management, budgeting, forecasting, and cash flow management
Experience building or improving accounting processes, controls, and financial infrastructure
Demonstrated ability to operate as both a strategic leader and hands-on financial operator
Excellent communication and executive-level presentation skills
Advanced proficiency with financial systems and Microsoft Excel

Preferred Qualifications

CPA designation preferred but not required
Experience within banking, lending, credit unions, mortgage, financial services, or other regulated industries
Experience working within a startup, growth-stage, or entrepreneurial environment
Familiarity with balance sheet management, financial risk analysis, and regulatory reporting concepts
Experience supporting audits, compliance initiatives, or regulatory examinations

Why This Opportunity?

Executive leadership role reporting directly to the CEO
Opportunity to build and shape the finance function from the ground up
Significant visibility and interaction with the Board of Directors
Equity participation opportunity
Ability to make a meaningful impact during a critical growth stage
Collaborative, entrepreneurial environment with long-term growth potential

Compensation & Benefits

Base Salary: $150,000 - $185,000 DOE
Performance-Based Bonus Opportunity
Equity Participation Program
Medical, Dental, and Vision Insurance
401(k)
Paid Time Off

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