Chief Financial Officer

MRA Recruiting Services•Wauwatosa, WI

About The Position

The Chief Financial Officer (CFO) is a strategic financial leader and a key member of CVMIC’s leadership team, expected to actively contribute to shaping the organization's strategy. The position is responsible for the overall financial management and integrity of CVMIC's supporting lines of coverage, including workers’ compensation, auto physical damage, and general liability. This role ensures accurate financial reporting, strategic budgeting and long-range forecasting, regulatory compliance, effective investment management, and strategic financial planning to support CVMIC’s mission of serving its public entity members.

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
Ten years of progressively responsible experience in accounting, exposure to insurance or governmental accounting (preferred), budgeting, and investments, with at least 5 years in a managerial role.
Experience in insurance, self-insurance, or public-entity pooling, ideally with exposure to workers’ compensation, auto physical damage, and general liability.
Demonstrated expertise in financial reporting, investment management, and regulatory compliance.
Demonstrated success in developing strategies to address structural financial matters.
Strong analytical, communication, and leadership skills.
Thorough knowledge of financial (Statutory) accounting practices and procedures.
Insurance regulations and reporting requirements.
Audit functions and requirements.
Underwriting and lines of coverage policies.
Working knowledge of financial and technology systems is essential.
Handle matters of a sensitive nature in a confidential and professional manner.
Communicate professionally, timely, and effectively, both verbally and in writing.
Provide excellent customer service and timely responses to all requests.
Work effectively as part of a management team.
Effectively interact with others both within and outside the organization.
Effectively present financial information in both written and verbal formats.
Effectively present information and respond to questions from groups of employees, supervisors, managers, or elected officials.
Perform tasks and interact with others in a consistent, controlled manner that conveys organizational values and professional ethics.
Organize, coordinate, and direct projects and meet work objectives.
Operate a computer and use various business, finance, and accounting software programs.
Assume a leadership role and effectively direct team members and processes with or without formal authority.
Use generative AI for drafting board materials, member communications, and financial narratives while maintaining accuracy and compliance;
Leverage AI tools (LLM's, predictive analytics, automation) to enhance financial analysis, budgeting, and predictive financial planning.
Critically evaluate AI-generated financial outputs, identifying errors, biases, or hallucinations before decision-making.
Apply AI-assisted data extraction and analysis from contracts, financial documents, and other data sources.
Balance AI automation with traditional financial controls and human expertise.
The technical and analytical application of financial statutory insurance accounting practices.
Preparing clear, concise, and informative financial documents and reports for diverse audiences.
Proficient skill in utilizing PowerPoint and comparable presentation software to communicate complex financial data and analysis in an accessible manner.