Chief Actuarial Officer - Head of Finance

At Everly, our vision is to change the paradigm of insurance. We know life insurance can be confusing and complex. We know that most people purchase life insurance at a milestone moment and file it away for the future. We want to change how people think about, buy, and use life insurance by being a partner in life’s journey.  We are focused on making things that matter, making meaningful connections, and making things work WAY better. Our goal is to provide radically transparent, consumer-first insurance solutions.

We are looking for people with a continuous improvement mindset. Those who think the opposite of “This is how we’ve always done it”. We want people on our team who are always asking “How can we do this better?” 

Our company values are a guide to our behavior and help inform our decisions.  We want people who embody those values of breaking down barriers, owning the outcome, embracing the journey, and sparking joy.

This is a remote position based in the US with occasional travel.

About the role:

As the Chief Actuarial Officer - Head of Finance, you will be a key member of the executive team, responsible for overseeing all financial, actuarial, and pricing functions. This unique combined role requires a strategic and analytical leader with a deep understanding of both finance and actuarial science within the life insurance industry. You will be instrumental in driving financial performance, ensuring sound pricing strategies, and managing financial risks while supporting the company's growth and innovation goals.

What You’ll Do:

1. Financial Leadership:

• Oversee all financial activities, including budgeting, forecasting, financial reporting, and analysis.
• Develop and implement financial strategies that align with the company’s goals and objectives.
• Ensure compliance with financial regulations and standards.
• Manage the company's capital structure and investment strategies.

2. Actuarial and Pricing Leadership:

• Lead the actuarial team in developing and validating pricing models for life insurance and annuity products.
• Oversee the development of assumptions and methodologies for product pricing and reserving.
• Ensure the accuracy and reliability of actuarial projections and valuations.
• Provide strategic insights on product design, risk management, and profitability.

3. Strategic Planning and Execution:

• Contribute to the development and execution of the company’s overall strategic plan.
• Collaborate with the executive team to set long-term financial and actuarial goals.
• Identify and assess financial and actuarial risks and opportunities.
• Support M&A activities and other strategic initiatives.

4. Risk Management:

• Develop and implement effective risk management strategies to protect the company’s financial and operational interests.
• Monitor and manage the company’s risk profile, including market, credit, and operational risks.
• Ensure robust reinsurance strategies are in place.

5. Regulatory Compliance:

• Ensure compliance with all relevant regulatory requirements, including financial reporting and actuarial standards.
• Liaise with regulators, auditors, and other external stakeholders as needed.

6. Team Leadership and Development:

• Lead, mentor, and develop the finance and actuarial teams.
• Foster a culture of excellence, collaboration, and continuous improvement.
• Ensure the teams are equipped with the necessary skills and knowledge to support the company’s objectives.

Skills and Experience

• Bachelor’s degree in Finance, Actuarial Science, Mathematics, or a related field; MBA or advanced degree preferred.
• Fellow of the Society of Actuaries (FSA) or Chartered Financial Analyst (CFA) designation is highly desirable.
• Minimum of 15 years of experience in finance and actuarial roles within the life insurance industry.
• Proven track record of leadership and strategic planning.
• Strong understanding of life insurance products, pricing, and risk management.
• Excellent analytical, problem-solving, and decision-making skills.
• Exceptional communication and interpersonal skills.

At Everly, we celebrate our diverse backgrounds and support our differences, and we are dedicated to equal employment opportunities regardless of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or any other legally protected status.

We’re also committed to adding new perspectives to our team and invite applications from people of all walks of life. We understand that experience comes in many forms, so if you believe you’re close to what we’re looking for, please consider applying.

Everly offers a competitive salary and as a full-time employee you are eligible for our robust benefits package including:

• Employees are eligible for an annual incentive bonus designed to reward for performance.
• The salary for this job in most geographic locations in the US is $300,000
• Candidates hired to work in other locations will be subject to the pay range associated with that location and will be reflected in the candidate’s offer letter. 
• 20 days of paid time off for PTO,  plus paid holidays, days of Significance, and a Volunteer Day
• Paid parental leave eligible after one year of service
• Medical, Dental & Vision Insurance
• 401k with company match
• Profit Sharing & Savings Plan
• Short-term and long-term disability insurance
• Flexible spending account
• Life insurance
• Educational Assistance
• Associate Assistance Programs and more!

Visit the career section to apply and submit your resume. EOE