Role family
Insurance Finance and Actuarial Recruiters
No postings. No stacks of resumes. No chasing. You interview a short list.
Financial Headhunters: You need insurance finance and actuarial talent who can produce statutory filings without error on the first attempt.
This is what we do all day: recruit accounting, finance, banking and insurance professionals.
No upfront fee. You pay only if you hire.
Need someone now? Call 305-306-4829.
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.
- Controller
- CFO
- VP Finance
- FP&A Director
- Accounting Manager
- Director of Accounting
- Assistant Controller
- Tax Director
- Treasury Manager
- Internal Audit Director
- Senior Accountant
- Financial Analyst
- Head of Financial Reporting
- Commercial Lender
- Chief Credit Officer
- Business Systems Finance Lead
- No upfront fee
- Pay only if you hire
- Accounting, finance, banking and insurance
- We reach people who aren’t on job boards
- Replacement terms on standard searches
How long did your last search take?
How much did the empty seat cost while you waited?
Every week a finance seat stays empty costs you in overtime, late closes and work that waits. We go straight to people already doing the job.
Every title in this family
Insurance CFO
Insurance Controller
Statutory Reporting Manager
Statutory Accountant
Insurance GAAP / LDTI Reporting Manager
Reinsurance Accounting Manager
Premium Accounting Manager
Claims Accounting Manager
Insurance FP&A Manager
Insurance Tax Manager
Reserving Analyst
Actuarial Analyst
Senior Statutory Accountant
01
What does this hire really come down to?
Your firm needs finance hires who build statutory reports and satisfy regulators. Whether managing premium cycles or actuarial reserving models, these people must correct ledger discrepancies before filing. You are hiring for the accuracy of your capital and financial data.
People move when their current ledger systems become too rigid or when they hit a wall in their reporting tasks. They look for firms that prioritize closing the books over check-box compliance. You want a hire who already knows how to reconcile complex accounts.
02
What do we check before you see anyone?
- 01We verify their experience with NAIC Annual and Quarterly Statement filings to confirm they complete the work instead of just supervising it.
- 02We audit their knowledge of GAAP and SSAP standards to confirm they can map the accounting impact of specific insurance products.
- 03We ask how they handled general ledger reconciliations and the exact steps they took to fix premium or claims entry errors.
- 04We evaluate how they responded to audit findings and documented decisions during fiscal period closes.
- 05We test their ability to explain the logic of their actuarial and reserving models to management and regulators.
- 06We assess if they can describe the economic purpose of reinsurance treaties rather than just recording journal entries.
03
Where do we find them?
We recruit from insurance carriers and specialty underwriters where high transaction volume forces finance staff to know their data. We find people working on state regulatory filings every day who know the specific fiscal mechanics your business requires.
We also talk to auditors and actuarial consultants who want to stop serving clients and start owning the financial health of one specific insurance entity.
We search inside internal audit departments and accounting operations at carriers that use the exact same ledger software as your team. By identifying professionals who currently spend their fiscal quarters manually mapping assets to statutory schedules, we find individuals who perform your required reporting tasks daily. We specifically look for those working at companies undergoing system conversions or regulatory framework updates, as these professionals possess the precise experience needed for your immediate financial close challenges. When speaking to these prospects, we ask about the last time they identified a significant variance between a premium system and a general ledger during a close. If they identify specific source documents or reconciliation reports they used to find the error, this confirms they handle granular data issues independently. We also ask what specific logic they apply to reconcile reinsurance recoverables against statutory balance sheets. An answer that references specific ledger entries and corresponding regulatory filing lines shows they hold the necessary deep understanding of insurance data flow to resolve the gaps your firm currently faces during filing cycles.
The primary tradeoff we observe is the shift from high volume routine processing to specialized project ownership. Many candidates currently spend their hours on repetitive tasks in environments that lack visibility into the broader actuarial and regulatory impact of their entries. We offer them the chance to control the full cycle of statutory reporting for a single insurance entity. To determine if your firm can provide this change, we ask hiring managers if you have a defined project roadmap where this person would own specific sections of the annual statement independently. We verify this by asking the candidate what data ownership means to them in their current role versus what they seek to perform here. If they describe a desire to move from recording journal entries to investigating the underlying assumptions of actuarial reserves, they are a match. We ask them to detail how they would communicate a discrepancy to management. If they explain a process of documenting the audit trail from the raw data to the final filing table, they possess the professional maturity to handle your reporting requirements without constant supervision.
04
Which hiring mistakes should you watch for?
- 01Hiring for titles instead of technical execution, which results in people who lead teams but cannot perform the statutory work.
- 02Confusing public company finance with statutory insurance reporting, which causes candidates to fail at your regulatory requirements.
- 03Avoiding questions about how candidates fixed past data discrepancies, which hides an inability to work without senior help.
05
The search in three steps
- 01We define your technical needs by reviewing your ledger systems and the regulatory requirements of your insurance products.
- 02We reach out directly to finance practitioners who perform this work rather than waiting for public job applications.
- 03We conduct technical screenings to see if the candidate can explain their work and handle the stress of a financial close.
How your search runs
How does The Six-Step Search work?
One sequence, from a well-defined seat to a shortlist you can judge.
Search Calibration
We start with a call about the seat, the books, the owners and the people the hire will work with. We learn what the role must fix in the first year and what would make a candidate wrong even if the resume looks right.
You get: A written search brief: scope, must-haves, deal-breakers and the pay range, agreed with you.
Market Mapping
We map the companies and institutions where the right people already work: similar size, similar ownership, similar complexity, in your market and in others.
You get: The target list of companies and institutions we will search, reviewed with you before outreach.
Professional Contact Intelligence
We find direct ways to reach the people on the map. Most are employed and not reading job boards, so reaching them takes real research.
You get: Direct routes to people who are not on job boards, researched for your search.
Persistent Personalized Outreach
We call and write to people individually and follow up. Interest varies, so we discuss the actual opportunity rather than promising a particular response.
You get: One-to-one conversations about your actual role, followed up, never a mass email blast.
Live Candidate Qualification
We speak with every candidate before you do. We check scope, systems, reporting lines, compensation expectations, location and why they would move.
You get: Only candidates we have spoken with, checked on scope, systems, pay, location and motive.
Candidate Intelligence and Process Support
You receive a short written brief on each finalist covering what they have done, where they are thin and what they want. Then we help with interviews, references and the offer.
You get: A short written brief on each finalist, plus help with interviews, references, counteroffer risk and the offer.
Questions people ask
How does the complexity of our regional requirements impact the arrival of the candidate shortlist?
The timeline depends on how specific your technical and regional needs are. We focus on finding individuals who do the work you require rather than providing a quick list.
What specific evidence of their past financial close work do you look for to confirm a technical fit?
We ask candidates to walk us through the mechanics of their past financial closes. If they explain exactly how they solved errors and verified data, they are a better match for your team.
How do you address a candidate's motivations to avoid issues with counteroffers?
We talk to the candidate early about why they are leaving their current firm. We focus on those whose reasons for moving are based on the work itself.
Are we able to decide the level of detail shared about our firm during outreach?
You choose exactly what information we share with candidates during the first conversation. We review your disclosure approach before we contact anyone.
Do we pay for the search process if we decide not to hire a candidate you present?
You only pay our fee if you hire a candidate. The costs are set in your agreement before the search begins.
What is the fee for a finance search?
No upfront fee. You pay only if you hire. The fee and terms are agreed in writing before we start.
What is your guarantee?
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.
What don't you do?
We do not post your finance job and forward whoever applies. We do not send stacks of unscreened resumes, and we do not recruit outside accounting, finance, banking and insurance.
Start a search
Tell us about the seat.
No upfront fee. You pay only if you hire.
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.