Job Details

Job Description:
Our client is seeking an interim CFO for a fractional, fully remote consulting engagement estimated at 40–60 hours per month for 4+ months. This role will provide strategic financial leadership during a transition period while a permanent CFO search is conducted. The interim CFO will oversee accounting continuity; ensure timely, statutory reporting; and help prepare for AM Best renewal discussions in late April, while also supporting strategic initiatives such as evaluating banking partners, including those supportive of premium finance loans.

Responsibilities:

• Provide oversight of the accounting function to ensure continuity of operations during the interim period.
• Review and approve monthly financial statements and reporting including statutory reporting obligations.
• Maintain clean and consistent month-end close processes to ensure all critical deadlines are met.
• Support preparation for AM Best renewal discussions.
• Serve as a stabilizing financial leadership presence during the transition.
• Evaluate banking partners for operational needs, including support for premium finance loans.
• Identify process improvements and introduce structure and rigor by applying best practices from larger insurance organizations.

Requirements:

• Strong insurance finance background with statutory accounting and regulatory compliance experience
• Prior experience in a larger, structured insurance environment (preferred)
• Availability to start quickly and commit to approximately 40–60 hours per month
• Strong leadership and oversight skills during transition periods
• Familiarity with private placement life insurance (preferred)
• CPA or CMA designation (preferred)

Pay Range:
The anticipated pay range for this position is $100-$145 per hour based on experience.
We understand that salary is an important factor in a job search and we encourage you to apply even if you feel that your desired compensation may fall outside of the listed range. The final pay for this position is determined based on several factors including but not limited to relevant experience, skills and certifications, education and training, geographic location, market conditions and internal equity.
We are committed to finding the right candidate for this role and are open to discussing how your unique qualifications align with our needs.

Benefits:
Our comprehensive benefits package includes:

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) retirement savings plan

Contact:
Morgan Falck
+1 (312) 884-0453
mfalck@jacobsongroup.com

Refer a Colleague:
Do you know someone who would be interested in this position? Submit your referral directly by emailing the Jacobson contact listed above or submitting them through this form. If your referral is hired for a contract assignment and meets all other eligibility criteria, you will receive a referral bonus!

Equal Opportunity Employer:
The Jacobson Group is committed to fostering an inclusive and equitable workplace that reflects the diverse communities we serve. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other protected characteristic as defined by applicable law. We believe that diversity of thought, background and experience strengthens our team and drives innovation. All employment decisions are based on qualifications, merit and business needs.
If you require a reasonable accommodation to complete the application process or participate in an interview, please contact us at HR@jacobsongroup.com or +1 (800) 466-1578 to make a request.