The Chief Financial Officer (CFO) reports the company President and is a key member of the senior leadership team who must be willing to challenge the status quo while championing the strategic direction of the company. S/he understands the importance of culture, brand and market strategy, and has strong emotional intelligence.  The CFO provides leadership for development, implementation, & evaluation of policies and procedures, strategies and performance of the financial functions. Willing to embrace business insights and follow the key drivers of business, the CFO serves as a strategic advisor across the company.  Duties and responsibilities include but are not limited to:

• Acts as a key finance/accounting leader and member of the Senior Leadership team with a strategic mindset that anticipates and plans for the future.
• Acts as both leader and collaborator with the capacity to bring together cross-function leaders in a way that fosters collaboration and innovation.
• Responsible for the financial management of both long and short-range planning while building scalable systems and processes.
• Handles responsibility for management oversight of treasury, accounting, budgeting, premium audit, agency bill and accounts receivables teams and deliverables.
• Provides financial reporting and forecasting that ensures the company’s financial viability.
• Ensures appropriate reimbursement and maintaining of internal controls, ensuring a successful audit.
• Understands in-depth the market opportunity, strategy and business model of BMAG while providing a unique perspective across all departments.
• Monitors financial status of the organization working with the CEO on strategic direction.
• Provides and executes on data, information and insights.
• Understands performance trends and develops and implements strategies that optimize the opportunities.
• Works with the president to achieve better results with a focus on accelerating speed of execution and delivering intended outcomes while driving out cost.
• Leads the finance team, setting clear goals and expectations to achieve optimal performance.
• Represents the organization within the Berkley Company, collaborating effectively with business partners, peer companies, and other WRBC departments as called upon.

• Master’s degree in Accounting, Finance or Business preferred.
• CPA designation preferred.
• Well-qualified executive with 8-10 years of experience serving as a strategic finance and accounting leader ideally in the insurance, finance or professional services industries.
• A strong exposure to both the finance and accounting sides of the insurance business preferred.
• Strong interpersonal relationship and communication skills, as well as a desire to collaborate, build rapport, add value and effectively problem-solve with their direct support teams and the respective BMAG departments.
• Possesses personal qualities of integrity, humility, credibility, and a commitment to the overall corporate mission.
• Strategic minded combined with analytically proficient, with ability to understand all aspects of the business and drive strategy.
• Proven business acumen and clear comprehension of the legal, regulatory and financial elements of the business. Extensive knowledge of industry practices, trends and issues.
• Agile and decisive; can work with an ambiguous, fast-moving environment while also leading to clarity and solutions; adapts quickly and effectively to change.
• Well-versed in presentations, accustomed to addressing agents, vendors, partners, and shareholders.
• Ability to influence and persuade through advanced written and verbal communication skills.