Chief Financial Officer

The Jacobson Group
Ohio
Job Description:
A fraternal benefits society is seeking a Chief Financial Officer (CFO). The CFO is a strategic and financial leader responsible for safeguarding the organization’s fiscal integrity and ensuring sound financial management in alignment with its mission, objectives and governing bylaws. The CFO oversees all financial functions, provides actionable insights to the CEO and Board of Directors, monitors investment performance, manages reporting and analysis, and ensures compliance with regulatory and association requirements. This high-impact role offers a collaborative, results-driven leader the opportunity to shape financial strategy, drive organizational growth, and make a meaningful contribution to the organization’s mission. This is a retained search.

Responsibilities:
  • Provide strategic financial guidance, lead budgeting and forecasting, and deliver analysis to support organizational growth and decision-making.
  • Ensure accurate accounting, financial reporting and regulatory compliance across all Association operations, in coordination with the Controller.
  • Oversee investment performance, asset management, and adherence to contractual and policy guidelines.
  • Partner with the CEO to support the Board, committees and auditors through reporting, analysis and convention-related financial planning.
  • Lead and develop finance and accounting staff while ensuring alignment of financial operations with organizational goals.
Requirements:
  • CPA or MBA in Finance or a related field required; actuarial background - ASA or FSA (preferred)
  • 10+ years in business, finance or insurance, with preference for candidates from insurance or financial services organizations; experience with fraternal organizations is a plus but not required
  • Proficiency in Microsoft Office Suite, understanding of ledger and investment systems, and familiarity with statutory accounting (Blue Book knowledge preferred)
  • Experience preparing materials and presenting to a Board (preferred)
Posted 2025-11-26

Recommended Jobs

Assistant Retail Event Marketing Manager

Leaf Home
Massillon, OH

: At Leaf Home, people are at the heart of everything we do, and we've crafted a team of the very best to ensure we make a difference. Our brands, including LeafFilter Gutter Protection, Leaf Home W…

View Details
Posted 2026-02-26

Technical Professional-Cementing, (Associate-Senior)

Halliburton
Zanesville, OH

We are looking for the right people - people who want to innovate, achieve, grow and lead. We attract and retain the best talent by investing in our employees and empowering them to develop themselves…

View Details
Posted 2026-02-26

Car Wash Attendant 512

WhiteWater Express Car Wash
Bowling Green, OH

​​​ Car Wash Attendant At WhiteWater Express, we are more than just a car wash; we are a company built on respect, communication, and a passion for people. Our dedicated team members are leaders …

View Details
Posted 2026-01-06

Home Health Aide

Village Caregiving - Athens, OH
Athens, OH

Our Village Caregiving office located in Athens, OH is seeking an in-home caregiver (Home Health Aide, CNA, STNA, Caregiver for Seniors) to provide essential care and support to individuals in need in…

View Details
Posted 2025-08-28

Software Engineer Advanced

Ohio

Employer: Siemens Industry Software Inc. Job Title: Software Engineer Advanced [MULTIPLE POSITIONS] Job Location: Milford, OH Job Typ…

View Details
Posted 2026-02-02

Physician

Community Health Centers of Greater Dayton
Dayton, OH

Summary: The physician provides expert, patient-centered, primary care to a diverse population for a variety of health problems in a health care home model. Serves as collaborating physician for mid-…

View Details
Posted 2026-01-28

Senior Recruiter - Bilingual

NXTThing RPO
Columbus, OH

About Us: We are expanding our team! At NXTThing, where we're redefining the landscape of recruitment process outsourcing (RPO). We believe that hiring is both an art and a science, and we're pion…

View Details
Posted 2026-02-13

Optometrist - Fill in/Part time

West Point Optical LLC
Columbus, OH

JOB TITLE: Associate Optometrist POSITION: Part time or Fill in coverage needed FLSA STATUS: Employed or 1099 POSITION PURPOSE: Provide stellar patient care through proper diagnosis and treat…

View Details
Posted 2025-08-28

Project Engineer

Columbus, OH

Job description: Overview The Project Engineer is responsible for document control of all plans and specifications, development of tracking logs, shop drawings, RFIs, POs, proposals, RFQs…

View Details
Posted 2026-02-18

Technical Outside Sales

Dearing Compressor
Akron, OH

About Dearing Compressor & Pump Co.: Dearing is a family business operating in Youngstown, OH as the industry leader in industrial compressor distribution and packaging. For over 70 years, Dearing…

View Details
Posted 2026-01-23