Chief Strategy Officer
4 weeks ago
New Canaan Insurance Agency is a respected and client-centered firm providing personalized insurance solutions that protect families, businesses, and communities. With a strong foundation of trust and service excellence, we are entering an exciting phase of strategic growth.
We're looking to evolve key internal capabilities—particularly in finance to support long-term expansion and innovation. The Chief Strategy Officer (CSO) will serve as a senior advisor to the CEO and play a pivotal role in driving the strategic direction and transformation of New Canaan Insurance Agency.
Key Responsibilities- Lead the development and execution of the agency's long-term strategic plan in partnership with the CEO and executive team.
 - Identify and evaluate growth opportunities including new markets, service lines, partnerships, and acquisitions.
 - Translate high-level strategic priorities into actionable plans and roadmaps.
 
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field (MBA or CPA preferred).
 - 10+ years of progressive leadership experience in strategy, corporate finance, financial planning & analysis, or management consulting, ideally within insurance or financial services.
 - Demonstrated experience leading finance transformation, improving financial systems and controls, and driving operational excellence.
 
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