Chief Financial Officer

  • Pearl Insurance Group, Peoria Heights, IL - United States

  • $ 225,000+

Desired areas of expertise:

Chief Financial Officer

Looking for a candidate with expert in-depth knowledge, leadership, insight and direction to the financial team to achieve their objectives.


  • Direct all of the accounting and finance functions of the organization, including:
  • Preparation of the monthly financial statements with comparisons to budgets and key operating performance metrics.
  • Preparation of the annual budgets of the Companies, including key statistical information and performance metrics critical to the overall success of the organization.
  • Responsible for safeguarding the corporate assets and the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments of the Companies.
  • Lead, inspire, motivate, and develop a diverse team of financial professionals to maximize their performance, productivity, and enhance the customer’s experience.
  • Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
  • Monitor financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met.
  • Direct all the corporate compliance duties and responsibilities of the organization, including:
  • Conduct or coordinate financial audits of the Company’s accounts and financial transactions to ensure compliance with GAAP and all state and federal requirements and statutes.
  • Coordinate the timely preparation and filing of all the required tax returns with our outside independent accountants.
  • Preparation of various reports required by our carrier partners and regulatory agencies.- Responsible for assuring compliance with all state and federal Secretary of State and Department of Insurance regulations including licensing of personnel.
  • Preparation of all E&S tax filings as required by the states. 
  • Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
  • Develop and maintain relationships with banking, insurance, and non-organizational accounting personnel to facilitate financial activities.- Assist the operating units in reporting and analyzing project costs to achieve the desired return on investment.
  • Provide support in developing financial reports for each product group to assure desired return on investments are met.
  • Contribute to the design and development of incentive compensation programs to maximize profits.
  • Collaborate with the CEO to identify ongoing business acquisition opportunities or new business targets and conduct a financial analysis of the value of opportunities, building and implementing plans to integrate business opportunities into the Pearl program infrastructure.


  • Bachelor’s degree in Business Administration/Accounting or related field. MBA a plus.- 10+ years’ financial experience with a minimum of five years’ experience in a supervisory capacity.
  • Must possess strong business management, analytical and organizational skills.
  • Strong interpersonal and communication skills, with demonstrated ability to work on an Executive level as part of a high functioning, aggressive, results oriented team.
  • Requires an extensive knowledge of the insurance industry, trends and developments. 
  • Requires extensive, proven experience in establishing both long and short term goals, developing comprehensive business plans to achieve those goals and executing said business plans.
  • Requires a proven record of exceeding expectations, regarding both financial and non-financial metrics. 
  • Requires the ability to effectively work with other team members to create a healthy organization and a culture based on trust, cooperation, and commitment. 
  • Ability to travel up to 25% of the time.- Ability to work non-standard hours in emergency situations.
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