Chief Financial Officer - Lechner & Associates, Inc.

Pacific Guardian Life Insurance Company has retained Lechner & Associates on an exclusive basis to conduct a search for a driven, accomplished, creative, and collaborative leader to serve as Senior Vice President & Chief Financial Officer.

Reporting to the President and Chief Executive Officer, the Senior Vice President & Chief Financial Officer will be based in Honolulu, Hawaii. This position is open due to the departure of the previous CFO of three years.

Put aside the usual expectations of a siloed, numbers-centric CFO position. The Chairman and Vice-Chairman of PGL’s Board of Directors stated they are seeking “the qualities of a CEO with the meticulous knowledge of a CFO” because at this pivotal time in PGL’s evolution, they need a visionary, collaborative Chief Financial Officer who is willing to drive change, rebuild and develop a business-oriented, technically robust Accounting department/function.

The Senior Vice President & Chief Financial Officer is responsible for the comprehensive management and oversight of Pacific Guardian Life’s financial and reporting activities of the organization, ensuring alignment with the Company’s mission and playing a crucial role in ensuring financial stability, optimizing profitability, and driving sustainable growth. The CFO is in tune with how the Company’s overall growth strategy/higher sales affects financial statements and capital ratios.

As a Senior Officer and key leader within the Company, the Chief Financial Officer is a member of the Senior Management Committee which sets the vision and drives the growth of the Company. As such, the Chief Financial Officer’s impact extends beyond the financials, providing substantial input and influence on the strategic direction of the whole company. 

The Chief Financial Officer is the architect of the company's financial strength and is involved in the entire economic spectrum of the company, from strategic planning and capital allocation to risk management and financial reporting. The Chief Financial Officer oversees the Accounting team and all aspects of PGL’s financial activities, including financial reporting, budgeting, forecasting, financial analysis, investment reporting, portfolio alignment and regulatory compliance in the insurance industry, including short term tactical and longer term strategic decision making, in order to ensure it has the reserves needed to meet its obligations to policyholders while maximizing shareholder value.

The Chief Financial Officer represents the Company as a senior financial representative both externally and internally and is responsible for managing those relationships accordingly. The CFO closely collaborates with senior leaders across the company including the President/CEO, Executive team, and Board of Directors to develop and implement financial strategies that support the organization’s mission and goals.

Contact Lisa Bull to confidentially explore how this opportunity could advance your career goals. O: 941-923-3671, email LBULL@LECHNER.NET.