Executive Search for a Chief Financial Officer in the insurance sector

Understanding the Sector

Our client operates in financial services and insurance. They provide products like extended warranties and asset protection. The sector is highly regulated, with oversight from the FCA and PRA.

Financial management in this field requires compliance expertise and strong risk management. It also involves balancing profits, meeting customer needs, and maintaining regulatory standards. Leaders must adapt to competition and evolving market demands.

Understanding the Role

The CFO position was critical to the organisation. The role focused on financial leadership, regulation, and strategy.

Key responsibilities included:

Managing financial reporting and budgets.
Ensuring compliance with legal and regulatory frameworks.
Providing insights to guide strategic planning.
Improving collaboration between finance and other departments.
Leading and developing the finance team.

The client needed someone with extensive financial services experience. The ideal candidate also had to possess strong compliance knowledge and leadership skills.

Working with the Client
Our first step was to understand the client’s company and challenges. We analysed their current financial framework and needs. We also focused on company values, culture, and their ideal leadership style.

Collaboration across departments was a key requirement, especially between finance, compliance, and risk teams. We used this to create a targeted candidate profile.

Finalising the Shortlist
Our search focused on candidates with:
Strong experience in regulated financial services.
Proven ability to advise boards on strategy.
Expertise in compliance processes and regulations.
Leadership skills paired with cultural alignment.

Each applicant underwent interviews and evaluations. We selected individuals with solid technical experience and a proven impact in similar roles.

Candidate Onboarding

The successful candidate was an experienced CFO with a strong background in financial services. Key highlights included:

• 15+ years of senior leadership experience.
• Strong compliance and risk management expertise.
• A history of leading high-performing finance teams.
• A leadership style aligned with the company’s culture.

We facilitated introductions with the leadership team. A 90-day onboarding plan ensured a smooth transition. Ongoing support helped the candidate settle into their role quickly.

Within months, the CFO delivered noticeable results. They improved reporting processes, strengthened compliance, and enhanced team collaboration. Their strategic input supported long-term planning and efficiency.

Conclusion

This placement addressed the client’s leadership needs. The CFO brought the expertise and vision needed to drive progress. Our tailored search approach ensured the right candidate was delivered.

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