This job offer is not available in your country.

Chief Strategy Officer

New Canaan Insurance AgencyMakati, Metro Manila, Philippines

5 days ago

Job description

Job Title : Chief Strategy Officer (CSO)

Reports To : Chief Executive Officer (CEO)

About New Canaan Insurance Agency

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.

Position Overview

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. A key focus of this role will be partnering closely with the finance department to elevate its structure, systems, and capabilities—transforming it into a world-class financial organization that supports scalable growth and operational excellence.

This is a unique opportunity for a strategic leader with a strong finance background and a proven track record in shaping business strategy, improving financial performance, and leading cross-functional initiatives in complex environments.

Key Responsibilities

Strategic Planning & Business Growth

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.

Finance Transformation Leadership

Serve as a thought partner and advisor to the CFO and finance team in modernizing financial operations, reporting, budgeting, and performance management.

Help define and implement best-in-class financial processes, systems, and controls to support data-driven decision-making.

Support the design of financial KPIs and dashboards to track business performance and ensure financial discipline across the organization.

Organizational Alignment & Execution

Ensure that business units and internal departments are aligned with the strategic and financial objectives of the agency.

Lead enterprise-wide initiatives that improve operational efficiency, customer experience, and profitability.

Market & Competitive Intelligence

Conduct ongoing analysis of market trends, competitive dynamics, and regulatory shifts to proactively adjust strategic priorities.

Use data-driven insights to support strategic decision-making and scenario planning.

Leadership & Communication

Collaborate closely with the CEO and executive team to guide key decisions and initiatives.

Communicate strategy and performance metrics to stakeholders, including board members, leadership teams, and staff.

Qualifications & Requirements

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.

Strong understanding of financial modeling, budgeting, forecasting, and capital planning. Strategic mindset with the ability to translate complex issues into clear plans and decisions.

Exceptional communication, collaboration, and leadership skills.

What We Offer

The opportunity to shape the future direction of a respected, high-integrity insurance agency.

Direct partnership with the CEO and executive team on agency-wide initiatives.

A key role in modernizing and elevating the finance function to support future growth. Competitive compensation, including base salary, bonus potential, and benefits.

A values-driven culture that encourages innovation, accountability, and long-term impact.

#J-18808-Ljbffr

Create a job alert for this search

Chief Strategy Officer • Makati, Metro Manila, Philippines

Related jobs

Chief Risk Officer

HRTXMakati City, Metro Manila, Philippines

Quick Apply

We are seeking a highly experienced Chief Risk Officer to join our leadership team.This role will be instrumental in shaping and executing the organizations enterprise-wide risk management framewor...Show moreLast updated: 1 day ago

Promoted

Chief Strategy Officer

International Rice Research InstituteLos Baños, Laguna, Philippines

The International Rice Research Institute (IRRI) is dedicated to reducing poverty and hunger through rice science; improving the health and welfare of rice farmers and consumers; and protecting the...Show moreLast updated: 20 days ago

Promoted

Chief Technology Officer

Socium - Teams Done DifferentlyTaguig, Metro Manila, Philippines

Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Socium - Teams Done Differently. Director - APAC | Women and Youth in Tech Advocate.A client is seeki...Show moreLast updated: 16 days ago

Strategy Head

Filinvest GroupMakati, Metro Manila, Philippines

Quick Apply

The Corporate Planning / Strategy Head is responsible for developing and executing strategic business plans to drive company growth, and optimize financial performance. This role involves collaboratin...Show moreLast updated: 8 days ago

Promoted

Head of Strategy, Operations

GCashMetro Manila, Philippines

Get AI-powered advice on this job and more exclusive features.Do you want to take the first step in making Filipinos’ lives better everyday? Here in GCash we want to stay at the forefront of the Fi...Show moreLast updated: 30+ days ago

Promoted

Chief Officer($7,800)

Century Maritime Agencies Inc.Pasay, Metro Manila, Philippines

Oversee vessel operations and ensure compliance with maritime regulations.Manage crew activities, training, and performance evaluations. Coordinate navigation, safety drills, and emergency response ...Show moreLast updated: 7 days ago

Promoted

Chief Officer

Lydia Mar (Manila) Inc.Manila, Metro Manila, Philippines

We recruit and develop Filipino seafarers on behalf of our clients.Our commitment is to provide efficient and ethical crewing services for both our seafarers and principals.Job Description and Requ...Show moreLast updated: 30+ days ago

Promoted

Chief Operating Officer

KlaiyaManila, Metro Manila, Philippines

We are looking for an experienced Chief Operating Officer or COO to oversee our organization’s ongoing operations and procedures. You will be the company’s second-in-command and responsible for the ...Show moreLast updated: 30+ days ago

Promoted

Chief Technology Officer

Michael PagePasay, Metro Manila, Philippines

Part of the executive leadership team.Create impact in the local market.This opportunity is with a local startup within the technology industry based in Pasay. The company is known for its strong op...Show moreLast updated: 1 day ago

Promoted

Head of FP&A and Strategy

Michael PagePasig, Metro Manila, Philippines

Be in a company that provides stability and access to career development.Help drive financial inclusion across the Philippines. This role is with one of the leading organisations in the financial se...Show moreLast updated: 16 days ago

Promoted

Corporate Strategy Specialist

Michael PageMakati, Metro Manila, Philippines

Be part of one of the Philippines' strongest conglomerates.Expand your network through one of the top organizations in the country. This opportunity is with a large organization in the healthcare in...Show moreLast updated: 20 days ago

Promoted

Head of Strategy

FWD Group Management Holdings LimitedTaguig, Metro Manila, Philippines

Head of Strategy page is loaded## Head of Strategylocations : Philippines - BGC Taguigtime type : Full timeposted on : Posted Todaytime left to apply : End Date : October 16, 2025 (29 days left ...Show moreLast updated: 9 days ago

Promoted

Chief Technology Officer

PermhuntManila, Metro Manila, Philippines

Our client is a multinational with a 24 / 7 operations center supporting emergency response across the country.They are hiring a CIO / CTO to own technology strategy and day-to-day mission-critical ope...Show moreLast updated: 5 days ago

Promoted

Chief Financial & Investment Officer (CFIO)

ELSAL Ventures OPCPasig, Metro Manila, Philippines

Guaranteed minimum 3-year cash earnings of Php 20-30 Million with no upper limit, starting rate will depend on experience, credentials, and potentials. Plus periodic generous project incentives and ...Show moreLast updated: 12 days ago

Promoted

Chief Investment Officer

DigiPlus Interactive CorpTaguig, Metro Manila, Philippines

M&A expertise and have primary market resource, especially in gaming, entertainment industries.Evaluate merger and acquisition opportunities, including potential target companies, transaction struc...Show moreLast updated: 21 days ago

Promoted

Executive Partner

Athena LabsSan Fernando, Pampanga, Philippines

Athena is on a mission to improve how people work and live.Our membership helps growth-motivated leaders work smarter, live better, and achieve more with a personalized support team backed by the l...Show moreLast updated: 30+ days ago

Promoted

Strategy Execution Partner : Strategy Planning, Integration, & CIO Priorities

Globe TelecomManila, Metro Manila, Philippines

At Globe, our goal is to create a wonderful world for our people, business, and nation.By uniting passionate individuals who believe they can make a difference, we are confident in achieving this g...Show moreLast updated: 30+ days ago

Promoted

Chief Risk Officer

Coins.phTaguig, Metro Manila, Philippines

Taguig, National Capital Region, Philippines.Join the Pioneer Crypto Brand in the Philippines.Coins is the most established crypto brand in the Philippines and has gained the trust of more than 18 ...Show moreLast updated: 13 days ago