Interim Group CFO for a PE-backed insurance group, leading financial strategy and refinancing preparation. Overseeing tax strategies and managing complex stakeholder dynamics.
Responsibilities
Act as Group CFO, with accountability for financial leadership across the Lloyd’s Syndicate and MGA platform
Own and oversee the group’s tax strategy, ensuring appropriate structuring, compliance, and optimisation across underwriting, MGA, and reinsurance arrangements
Lead preparation for a refinancing process, including:
Development of detailed investor packs, financial models, and tax-sensitive value narratives
Clear articulation of tax positions, risks, and opportunities to PE investors and lenders
Partner closely with PE sponsors, demonstrating a strong understanding of private equity value drivers and governance expectations
Oversight of Group reporting, technical accounting, and financial controls
Provide guidance of Insurance-specific tax considerations, including reserving impacts, deferred tax, cross-border structures, and transfer pricing where relevant
Act as a senior leader across the group, managing complex stakeholder dynamics and operating effectively with strong, senior personalities
Requirements
Proven experience as a CFO or Group CFO within the insurance sector
Demonstrable understanding of insurance-related tax implications, including underwriting, reserving, reinsurance, and cross-border considerations
Strong technical finance background with the ability to lead and challenge advisors, not simply delegate tax matters
Experience operating in PE-backed environments, with exposure to refinancing, capital events, or exit preparation
Lloyd’s of London Syndicate experience advantageous but not essential
Commercially astute, resilient, and comfortable operating at pace in a complex, multi-entity group
Benefits
Salary: to be discussed
Length: 6 months initial contract, with opportunity to be made permanent
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