Topic: General Posts

Subject: CFO Financial Services--Des Moines, Iowa
Steve Looney
Member: 2004
Submitted on 08-11-17 11:20 am


I am on the Board of this Leading Financial Marketing Organization Providing Marketing and Back Office Support to  Fixed Annuity, Life and Asset Management organizations nationwide. There is an excellent opportunity for a strong CFO with high energy, strategic and tactical business skills, including deal skills, to grow in financial services and fintech.


Please submit cover letter, resume and referrals in approved FENG format to 


Steve Looney, New York


The posting is below:

About Brokers International

Brokers International is one of the industry’s largest retirement marketing organizations— providing annuity, life insurance and wealth management solutions to independent insurance professionals and financial advisors across the nation. Headquartered in Urbandale, IA, Brokers International is the recognized leader in wholesale- driven distribution.

Our Culture

At Brokers International, our thriving, positive workplace culture helps drive our workforce and encourages overall employee wellbeing. We strive for an environment of inclusion while celebrating the individual creative differences embodied by all of our associates. If you want to be part of an innovative team dedicated to helping financial professionals build stronger businesses through tailored product sales, marketing, compliance and operational support, look no further.

Chief Financial Officer

As a key member of the Executive Management team, the Chief Financial Officer will report to the President and assume a very strategic role in the overall management of the company. The CFO will have primary day-to-day responsibility for planning, implementing, managing and controlling all financial and most administrative activities of the company. This will include direct responsibility for accounting, finance, forecasting, strategic planning, KPI reporting, risk control, deal analysis and negotiations, investor relationships and private and institutional financing.

Essential Duties and Responsibilities

 Provide leadership in the development and continuous evaluation of short and long-term strategic financial and operating objectives.

 Ensure credibility of Finance group by providing timely and accurate analyses of budgets, financial trends and forecasts.

 Take hands-on lead position in developing, implementing, and maintaining comprehensive cost and performance measurement systems.

 Direct and oversee all aspects of the Finance, Business Planning, Tax & Accounting functions of the organization.

 Evaluate and advise on the impact of long range planning, introduction of new programs/ strategies and regulatory action.

 Establish and maintain strong relationships with senior executives so as to identify their needs and seek full ranges of business solutions.

 Provide executive management with advice on the financial implications of business activities.

 Manage processes for financial forecasting, budgeting and financial reporting to business units and the Board of Directors.

 Provide recommendations to strategically enhance financial performance and business opportunities.

 Ensure that effective internal controls are in place and in compliance with GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting.

 Drive out waste and system inefficiencies and help provide reporting for others to identify and track progress against key efficiency KPIs.

 Ensure cost-effective risk mitigation across enterprise including insurance, business continuity, cyber, etc.

 Effectively manage accounting, bank, insurance and other enterprise service relationships.

Education and/or Experience

BS in Accounting or Finance, MBA and/or CPA;

15+ years in progressively responsible financial leadership roles, preferably in financial services industry sectors such as asset management and insurance investment products;

Experience with both annual and longer range financial planning and budgeting including variance analysis;

Experience with negotiating and integrating add-on and line-expansion acquisitions;

Experience in driving cost efficiencies while also supporting growth initiatives;

Proven Leadership in Operating Assignments and Hands-On Practical Business Skills.

Experience reporting to a private company board and Audit Committee.

Personal Attributes:

Strong interpersonal skills, ability to communicate and manage well at all levels of the organization is essential.

Strong problem solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses.

High level of integrity and dependability with a strong sense of urgency and results-orientation.

Ability to think objectively and independently.

Other Skills & Abilities:

PC proficiency is essential (Windows environment) and strong working knowledge of budgeting and accounting software and Excel is preferred.

For more information, please go to our website:


Please submit cover letter, resume and referrals in approved FENG format to

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