Insurance Finance

Executive Search

Hire insurance finance leaders who improve performance, strengthen controls, and support profitable growth

Insurance Finance Roles

Key Roles We Place
Accounting

Chief Financial Officer

Accounting

Head of FP&A

Accounting

VP Finance

Accounting

Director FP&A

Accounting

Treasury

Finance Role

Corporate Finance

Insurance Finance Executive Search


Hire insurance finance leaders who improve performance, strengthen controls, and support profitable growth

Lyneer Search Group partners with insurance organizations to recruit finance leaders who can translate business strategy into disciplined execution—balancing profitability, capital considerations, forecasting accuracy, and stakeholder confidence.


We lead retained and interim searches for insurance finance executives and teams across corporate finance, FP&A, treasury, and finance transformation—helping you build a finance function that scales with the organization.


Common searches include:

  • Chief Financial Officer (CFO) / VP Finance
  • Head of FP&A / Director of FP&A
  • Corporate Finance and Business Finance Leaders
  • Treasury and Capital Management Leaders
  • Finance Transformation / Finance Operations Leaders
  • Financial Reporting & Planning Leaders (where housed in finance)
  • Finance Managers and Strategic Analysts (FP&A, business partnering)

Need finance leadership now? Request a confidential consult.

Request a Confidential Finance Search Consultation

Why insurance finance searches are uniquely high-stakes


Insurance finance leaders operate in a complex environment shaped by:

  • premium and portfolio volatility,
  • reserving and loss trends,
  • reinsurance strategy and program economics,
  • investment performance impacts,
  • regulatory and audit expectations, and
  • high-visibility board and executive reporting.


A mis-hire can show up quickly—forecast misses, weak cost discipline, limited insight into underwriting economics, slow decision cycles, and erosion of leadership trust.

Lyneer’s finance search process is designed to reduce that risk by validating both technical finance capability and strategic operating leadership.


What we evaluate in insurance finance leaders

We build a role scorecard around your structure (carrier, specialty, program environment), growth plan, and finance maturity. Typical evaluation dimensions include:


Performance management and business partnering

  • Ability to build credible forecasts and explain variance drivers
  • Partnership with underwriting, claims, actuarial, and operations
  • Establishing decision-ready reporting and KPI frameworks
  • Experience with margin improvement, expense discipline, and pricing/portfolio signals


FP&A excellence and forecasting discipline

  • Forecasting rigor (premium, expense, headcount, initiatives)
  • Scenario modeling and sensitivity analysis
  • Rolling forecasts and planning cadence
  • Executive storytelling: concise insights, not dashboards alone


Capital, liquidity, and treasury leadership (as applicable)

  • Liquidity management and cash forecasting
  • Capital planning and financing support
  • Governance and controls within treasury operations
  • Stakeholder management with leadership and external partners


Finance operating cadence and transformation

  • Close-to-forecast integration and operating rhythm
  • Process improvement and automation priorities
  • ERP / planning tooling implementations and change leadership
  • Team leadership, hiring, coaching, and performance management


Roles we recruit across insurance finance


We support insurance finance searches spanning leadership and specialist tracks, including:

  • CFO and senior finance leadership (enterprise or divisional)
  • FP&A leadership and strategic finance teams
  • Business finance partners aligned to underwriting and operations
  • Treasury leadership and finance operations leadership
  • Finance transformation leaders (process + systems)


If you have a specific mandate—growth market expansion, new product buildout, cost transformation, or board-level reporting modernization—we tailor the scorecard to match it.


When insurance organizations typically engage us for finance leadership

You’ll typically see finance leadership demand spike when:

  • Forecast accuracy is inconsistent or lacks credibility with leadership
  • Cost growth is outpacing premium and margin discipline
  • Business leaders need faster insights and decision support
  • Strategic initiatives require a stronger operating cadence
  • The organization is expanding, restructuring, or integrating an acquisition
  • A confidential replacement is needed to stabilize leadership
  • Finance transformation (systems/process) is underway or overdue


How our insurance finance executive search process works


1) Discovery and scorecard

We align on your operating model, reporting requirements, decision cadence, leadership expectations, and the outcomes the finance leader must deliver in the first 90–180 days.

2) Targeted market outreach

We run targeted outreach to active and passive candidates with proven performance management, stakeholder credibility, and insurance-specific financial acumen.

3) Structured assessment

Candidates are assessed against your scorecard—forecast discipline, leadership behaviors, business partnership strength, and transformation capability. References validate outcomes, not just responsibilities.

4) Shortlist and decision support

You receive a high-signal shortlist plus interview guidance, offer strategy, and closing support to reduce cycle time and improve acceptance.


Explore finance talent and current opportunities




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FAQs: Insurance Finance Executive Search

  • What insurance finance roles does Lyneer recruit?

    We recruit CFOs and senior finance leaders, FP&A leaders, business finance partners, treasury leaders, finance transformation leaders, and strategic finance teams supporting performance management and growth.

  • How do you evaluate insurance finance leaders beyond forecasting experience?

    We evaluate decision quality, variance attribution, stakeholder partnership, operating cadence, and the ability to link financial performance to underwriting economics, operational execution, and strategic priorities.

  • Can you run a confidential replacement search for a CFO or VP Finance?

    Yes. We structure confidential searches to protect the organization and the incumbent while executing targeted outreach and a scorecard-based assessment process.

  • Do you provide interim or fractional finance leadership?

    Yes. We support interim and fractional finance leadership for transformation initiatives, transition coverage, forecasting stabilization, and performance management improvements.

  • What’s the typical timeline to hire insurance finance leadership?

    Timelines vary by seniority and specialization, but most searches progress from kickoff to finalist selection in weeks when alignment is achieved early and interview velocity is maintained.



If you’re hiring insurance finance leadership—whether to improve forecasting credibility, strengthen performance management, or support expansion—Lyneer can help you move quickly with confidence.


Request a confidential insurance finance search consultation.


Request a Confidential Insurance Finance Search Consultation



If you are actively hiring—or you want to benchmark the market—review the relevant pages below:



Our Approach

We combine industry expertise with a personalized approach to identify candidates who match your technical requirements and organizational culture.

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