Insurance Broker Cfo 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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