CFO shaping financial strategy, capital optimization, and M&A growth for a Canadian mutual insurance group. Building scalable finance infrastructure and leading enterprise performance.
Responsibilities
Partner with the CEO and Board to define and execute the company's long-term growth strategy
Evaluate acquisitions, partnerships, capital investments, and new business opportunities
Lead enterprise-wide scenario planning and strategic financial analysis
Identify and improve key drivers of shareholder value
Provide independent challenge and insight to executive decision-making
Assess strategy alignment, governance, and compliance and recommend improvements
Analyze cash flow and liquidity to ensure optimal cash utilization and availability
Use IRR and WACC to inform decision-making
Ensure acquisitions deliver expected financial and strategic outcomes
Track post-acquisition performance, value realization, and portfolio performance
Create and maintain financial models and forecasts
Conduct scenario analysis for strategic decisions and investment opportunities
Manage and optimize current and future cash flow
Prepare the company for capital raises, loans, external capital, and M&A activities
Prepare investor presentations for capital markets participants, investors, and lending vendors
Establish and monitor KPIs linked to growth, EBITDA, cash flow, capital efficiency, and shareholder returns
Lead quarterly business performance reviews with executive leadership
Drive accountability for financial performance across operating companies
Explain financial drivers to business leaders and drive improvement actions
Monitor and manage the debt portfolio, including analysis, issuance, repayment, and refinancing
Support equity and debt offerings, including due diligence, valuation, and pricing
Understand group tax requirements and implement tax strategies
Provide financial expertise, reporting, risk mitigation, and recommendations to the Board, investors, and stakeholders
Establish scalable financial processes, procedures, controls, and solutions
Build and lead a high-performing finance team
Collaborate across departments to steer corporate change and financial strategy
Align stakeholders and motivate the team around the company vision
Influence executive and Board decision-making
Build capability and leadership bench strength within the finance function
Requirements
University degree in accounting, finance, or business administration
MBA
CPA designation
Minimum 7 years of financial leadership experience in the insurance industry (preferred)
Previous CFO experience
Hands-on experience building financial strategy and structure to scale a business balancing operational growth and M&A
Proven track record in corporate finance, including investor relations, financial modelling, investment banking, or capital markets
Previous experience leading a capital raise and dealing with investors and shareholders
Experience working in the private sector with a large subsidiary base
Experience with cash management to fund M&A and generate long-term profits
Practical experience raising equity and debt financing and communicating with banks, investors, and other financial stakeholders
Advanced knowledge of corporate finance planning, analysis, and reporting
Hands-on experience building and maintaining complex financial models
Strong communication and organizational skills
Ability to multitask and manage multiple projects simultaneously
Must work with Manager and Human Resources on accommodation plans where required
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