Chief Financial Officer in Jericho, New York at American Global

American Global
Jericho, New York, 11753, United States
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Job Description

Company Overview: We are a leading insurance and surety brokerage with global operations, headquartered in Jericho, NY. As our company continues to experience rapid organic growth, we are seeking a dynamic Chief Financial Officer (CFO) who can leverage technology to drive efficiency and results-driven processes. The CFO will be an integral part of our executive leadership team, guiding our financial strategy and operations to support continued expansion.

Job Description: The CFO will oversee and manage all financial activities within the organization, ensuring the implementation of efficient, technology-driven financial processes. This role requires a strategic and visionary financial leader with a commitment to our firm's vision, mission, and values. The ideal candidate will thrive in a fast-paced environment and possess strong leadership skills.


Why Join Us:

  • Be a part of a rapidly growing, dynamic company with global operations.

  • Lead a talented and motivated team in a collaborative environment.

  • Opportunity to train alongside our current CFO

  • Competitive salary and benefits package.


Key Responsibilities:

  • Lead and oversee the company’s financial administration and planning, including financial policy development, management of accounting systems, budget planning, risk management, insurance, purchasing, taxation, forecasting, and strategic planning.

  • Utilize technology to streamline financial processes and improve efficiency and accuracy.

  • Manage relationships with lending institutions, shareholders, and the financial community.

  • Contribute to short- and long-term planning, identifying areas for growth and new profit opportunities.

  • Oversee and manage fiduciary funds, ensuring the accurate and efficient flow of premiums from clients to insurance carrier partners.

  • Oversee financial reporting, budgeting, forecasting, treasury, tax, and audit management.

  • Prepare profit and loss statements, balance sheets, and capital budgets for all entities related to our organization.

  • Establish and maintain internal systems to support financial and business operations in line with growth and reporting requirements.

  • Monitor and report on the organization's financial stability, liquidity, and growth.

  • Direct the establishment and maintenance of budget programs with department and regional leaders

  • Implement and maintain effective cost control measures, including the management of employee and company expenses through policies and systems

  • Manage the preparation and issuance of annual and quarterly reports.

  • Oversee tax reporting and compliance.

  • Lead, train, supervise, and motivate the accounting & finance team; manage schedules and workflow.

  • Provide daily guidance and oversight to subordinates; promote and recognize performance.

  • Stay updated on team activities, identify problem areas, and implement corrective actions.

  • Perform additional related duties as assigned by management.


Qualifications:

  • Bachelor’s degree in Finance, Accounting, or related field.

  • CPA designation and/or an advanced degree in Finance/Accounting

  • Minimum of seven to ten years of related experience in finance and management.

  • Strong knowledge of financial management, forecasting, and reporting.

  • Proven ability to leverage technology for financial efficiency and effectiveness.

  • Demonstrated leadership and business acumen skills.

  • Ability to work collaboratively with all levels of management.

  • Commitment to excellence and high standards.



If you are a forward-thinking financial leader seeking your next opportunity, we invite you to apply for the CFO position at our innovative and expanding firm.


*Salary range starting at $250,000, commensurate with experience.

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Job Location

Jericho, New York, 11753, United States

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