An insurance agency network requires an Accountant / CFO

קבוצת WEJerusalemdrushimpublished 08/29/2026
Must-have:Data
Machine translation — original language: Hebrew.Show original

For a large nationwide insurance agency network owned by a group of companies in the finance sector, a CPA or Tax Advisor with experience in the field or a Financial Accountant is required.

Reporting to the Group Chairman to lead and manage the accounting and finance system within the companies. 50% position as CFO and 50% position as personal assistant to the group owners (including economic work within it).

The role includes:

  • Building and managing the companies' budget
  • Managing external accountants and payroll accountants
  • Working with external CPA firms
  • Preparing regular inter-company accounting reports between activities and sub-agents
  • Checking commissions against insurance companies
  • Examining investments, pricing, tenders with authorities and local councils, and managing and operating investment assets within the group.
  • Performing various controls such as: financial and commission control against insurance companies, collections, cash flow.
  • Regulatory reporting and reporting to the Board of Directors.
  • Managing work processes, improving and optimizing work processes with various interfaces within and outside the company, all subject to regulation and company procedures.
  • Performing quality control on the correctness of processes, their quality, and their results.
  • Resource management, defining areas of responsibility, and meeting targets.
  • A dynamic and changing work environment.
  • Responsibility for additional areas within the organization.

Requirements:

  • At least one/two years of experience as an Accountant.
  • Experience in a similar role
  • Certified CPA with a license, or Tax Advisor, or a degree in Accounting from a recognized Israeli institution
  • Resident of Jerusalem and the surrounding area
  • English speaker
  • High-level Excel (Power Query, Power BI, Power Pivot / VBA - an advantage).
  • Experience in building and managing processes.
  • Experience working with many interfaces.
  • Ability for personal management and team management while meeting set targets.

The position is intended for both women and men. Must be technological and a computer person; working 80% position is also possible.