Treasurer

Ag Workers Insurance•Haltom City, TX

2d•Onsite

About The Position

Ag Workers Mutual Auto Insurance is seeking an experienced and hands-on Treasurer to join our executive leadership team. This is a key leadership position for a financial executive who wants to have a meaningful impact on the strategy, performance, and continued growth of a property and casualty insurance company. Reporting directly to the President/CEO and working closely with the Board of Directors, the Treasurer will provide strategic financial leadership while maintaining responsibility for the company's accounting, financial reporting, treasury, capital management, regulatory reporting, and financial controls. The ideal candidate combines strong insurance industry financial expertise with a practical, collaborative leadership style. This individual will be comfortable operating at both the strategic and operational levels, from advising the Board on capital and financial performance to developing and mentoring the accounting and finance team.

Requirements

Active CPA license required
Bachelor's degree in Accounting, Finance, or a related field
10+ years of relevant accounting or finance experience
5 to 7+ years of experience within the insurance industry
Strong understanding of Statutory Accounting Principles (SAP)
Advanced proficiency in Microsoft Excel and strong financial analytical skills
Proficiency with Microsoft Office 365 applications and Microsoft operating environments
Strong executive leadership and team-development skills
Exceptional financial, analytical, and problem-solving capabilities
The ability to translate complex financial information into clear, actionable business recommendations
Excellent written and verbal communication skills
Strong attention to detail without losing sight of the broader business strategy
Sound judgment and discretion when handling confidential information
A collaborative approach and the ability to develop strong working relationships throughout the organization
The ability to successfully manage multiple priorities in a fast-paced and evolving business environment
A willingness to be both strategic and hands-on in a smaller organization

Nice To Haves

Master's degree in Accounting, Finance, Business Administration, or a related discipline
Previous experience in a CFO, Controller, Treasurer, or senior financial leadership role within the insurance industry
Experience working directly with insurance regulators, external auditors, Boards of Directors, and investment advisors

Responsibilities

Serve as a trusted strategic advisor to the President/CEO, executive leadership team, and Board of Directors on financial performance, capital management, growth initiatives, and risk.
Develop and execute financial strategies that support the company's business plan, profitability objectives, and long-term financial strength.
Lead annual business planning, budgeting, forecasting, and financial performance management.
Evaluate growth opportunities, partnerships, new initiatives, and operational investments from a financial and strategic perspective.
Provide clear financial analysis and recommendations to support executive and Board-level decision-making.
Direct all accounting and financial reporting activities, ensuring accurate and timely reporting and compliance with applicable statutory accounting requirements.
Oversee monthly, quarterly, and annual financial close processes.
Develop and deliver meaningful management reporting that provides insight into company performance.
Monitor key financial and operating indicators, including underwriting results, investment performance, expenses, and profitability.
Maintain strong financial controls, governance practices, and internal control processes.
Serve as Treasurer, with responsibility for cash management, liquidity planning, banking relationships, and investment activities.
Monitor capital adequacy, surplus levels, liquidity, and overall financial strength.
Develop capital and liquidity strategies that support the company's growth objectives and risk appetite.
Work with external investment managers and advisors to monitor portfolio performance and compliance with investment policies.
Oversee preparation and filing of statutory financial statements, annual statements, and required financial regulatory filings.
Partner closely with actuarial, underwriting, claims, and reinsurance teams to evaluate profitability, reserves, and the financial impact of business decisions.
Support enterprise risk management activities and Own Risk and Solvency Assessment (ORSA) processes, as applicable.
Monitor insurance industry trends, regulatory developments, competitive conditions, and emerging financial risks.
Serve as the company's primary financial liaison with state insurance regulators, external auditors, tax advisors, banking partners, and other financial stakeholders.
Prepare and present financial information, analysis, and recommendations to the Board of Directors and applicable Board committees.
Lead, develop, coach, and mentor the accounting and finance team.
Establish clear goals, priorities, and accountability across the department.
Recruit, train, and develop team members as needed.
Conduct employee performance evaluations and make recommendations regarding development, promotion, retention, and other personnel matters.
Build a culture of accuracy, accountability, collaboration, and continuous improvement.