THE MANDATE
Find a finance leader with firsthand reporting ownership, strong accounting and planning range, and evidence of being tactical when the team required it.
See qualified candidatesINSURANCE / FINANCE LEADERSHIP
A tactical CFO for a PE-backed insurance platform
A finance-leadership search requiring sponsor-backed experience, accounting and FP&A range, and the willingness to remain close to the work.
CFOcompleted placement
CLIENT CONTEXT
The platform needed a CFO who could operate credibly with the sponsor, board, and lenders while leading finance in a lean environment.
HOW URRLY APPROACHED IT
Build the market around the evidence the mandate requires.
Mapped finance leaders from sponsor-backed insurance and adjacent regulated financial businesses.
Tested for firsthand ownership of board and lender reporting rather than exposure from a supporting role.
Weighted willingness to operate tactically alongside strategic finance capability.
THE RECORDED OUTCOME
Urrly completed the CFO placement against a scorecard that required sponsor context, financial range, and lean-team operating evidence.
Chief Financial Officer
EVIDENCE AND PRIVACY
Specific enough to be useful. Anonymized by design.
Placement and mandate details are supported by Urrly recruiting records and owner-approved anonymized case notes.
Client and candidate names are withheld. Metrics describe recruiting activity and do not imply business performance beyond the recorded outcome.
Published by Urrly · Reviewed by Kyle James · Last reviewed August 30, 2026BRING US THE MANDATE