Chief Financial Officer
CurrentA-CAP is the operator of a synergistic financial services platform consisting of multiple insurance and reinsurance carriers as well as an asset management company.
Nov 2023 - Present
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Phil Rosztoczy Email & Phone Number
Chief Financial Officer, A-CAP
at
A-CAP
1 work email found
@globalatlantic.com
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✓ Verified Jul 2026
4 data sources
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Who is Phil Rosztoczy? Overview
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Phil Rosztoczy is listed as Chief Financial Officer, A-CAP at A-CAP, based in Miami, Florida, United States. AeroLeads shows a work email signal at globalatlantic.com and a matched LinkedIn profile for Phil Rosztoczy.
Phil Rosztoczy previously worked as Chief Financial Officer at A-Cap and Chief Operating Officer, Finance at Global Atlantic Financial Group. Phil Rosztoczy holds Mba from Nyu Stern School Of Business.
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Email format at A-CAP
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{first}.{last}@globalatlantic.com
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Profile bio
About Phil Rosztoczy
Chief Financial Officer | Chief Operating Officer | Head of Transformation | Head of Finance | Consulting Partner | Head of FP&A | Independent Consultant | Real Estate Owner/Operator Chief Financial Officer for revenue and expense lines of business with extensive experience providing finance, transformation, operations, business strategy, M&A, accounting and analytics. Experience in Financial Services, Insurance, Real Estate and Technology industries. Established a reputation as a next generation Chief Financial Officer connecting creative thinking and insight into the future of a Finance function. Accomplished by leading transformation and innovation initiatives in conjunction with the business.Sought after strategic partner and change agent with entrepreneurial spirit, strong interpersonal and teamwork skills leading large global Finance teams (175+ FTE).
Listed skills include Business Development, Financial Modeling, Equities, Finance, and 11 others.
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Phil Rosztoczy's current company
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9 roles · 31 years
Phil Rosztoczy work experience
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Chief Operating Officer, Finance
Develop, implement, and execute a strategy to be a best-in-class Finance team, delivering value to our business, confidence to our stakeholders and growth opportunities to our people. • Advise CFO and other senior leaders on key management and operational matters to produce outcomes aligned with business strategy. • Lead Finance transformation and future state design to support business growth and international expansion
Aug 2022 - Nov 2023
Head Of Financial Planning & Analysis And Business Finance Officers
Brought to Global Atlantic to create and develop a Financial Planning & Analysis (FP&A) function responsible for providing the Board, CEO, CFO and other key stakeholders with timely, consistent an actionable finance insights to facilitate key decisions as a strategic partner to the business. • Transformed the FP&A team to provide critical analytics and strategic advice in preparation to being a public company. • Collaborated with Finance, Business Leaders, and Senior Executives to develop Global Atlantic’s strategic plan. • Established, implement, and direct the company’s short and long-term budgeting, planning, earnings and forecasting processes. • Developed, implement and manage the financial planning and analysis framework to provide a level of analytical rigor across the company.Global Atlantic was founded at Goldman Sachs in 2004 and separated as an independent company in 2013. Global Atlantic serves more than two million policyholders through its retirement and life insurance products and is one of the largest fixed rate and fixed indexed annuity providers in the United States. Global Atlantic is also a leader in the institutional channel, providing customized reinsurance solutions to its life and annuity company clients.
Mar 2019 - Aug 2022
Chief Financial Officer & Svp, Institutional Financial Services And Corporate Center Functions
Provided forward-thinking, growth and efficiency oriented financial leadership, guidance, analysis and coordination for the Institutional Financial Services (IFS) business and Corporate Center Functions ($2B expense base).• CFO for the Institutional Financial Services business ($7B revenue, $650B in AUM) that serves more than 15,000 retirement plan sponsors and 5M participants, reporting to the IFS CEO and Corporate CFO• Responsible and accountable for the overall financial operations including budgeting activities, forecasting, cash flow analysis and financial reporting for IFS and the Corporate Center functions
2015 - Mar 2019
Chief Financial Officer & Vp, Diversified Financial Services / Office Of The Coo
2013 - 2015
~2 yrs
Managing Director, Head Of Wealth Management Americas Cfo Team
- Provided advice and analytics on business strategies and performance for Wealth Management Americas (WMA), a $7B organization consisting of 7,000 Financial Advisors (overall 14,000 FTE’s).- Served as a business partner to the CEO and Executive Committee, assess organizational performance against both the annual budget and long-term strategies.
2011 - 2013
~2 yrs
Chief Financial Officer Of Group Technology And Head Of Americas Corporate Center Cfo
- Managed all operating aspects of the $4B organization (10,000 FTE and 7,000 outsourced headcount) through a global finance team.- Led, managed and developed Corporate Center CFO in the Americas supporting IT, Real Estate, Human Resources, Legal and Compliance, Finance, Risk and Regional COO areas.
2007 - 2011
~4 yrs
Chief Financial Officer Of Retirement And Equity Solutions
- CFO of Retirement and Equity Solutions Group (RES) within Wealth Management. RES had revenues in excess of $2B annually. - Global Director of Profitability - Responsible for the development of profitability models to support $5B Global Wealth Management business
2003 - 2008
~5 yrs
Consulting Manager
Led consulting engagements for financial institutions, real estate companies and Fortune 100 companies. Focused primarily on finance, accounting, business strategy, process improvement and technology engagements.
1996 - 2003
~7 yrs
2 education records
Phil Rosztoczy education
Mba
Nyu Stern School Of Business
Bachelor'S Degree, Accounting
University Of Arizona, Eller College Of Management
FAQ
Frequently asked questions about Phil Rosztoczy
Quick answers generated from the profile data available on this page.
What company does Phil Rosztoczy work for?
Phil Rosztoczy works for A-CAP.
What is Phil Rosztoczy's role at A-CAP?
Phil Rosztoczy is listed as Chief Financial Officer, A-CAP at A-CAP.
What is Phil Rosztoczy's email address?
AeroLeads has found 1 work email signal at @globalatlantic.com for Phil Rosztoczy at A-CAP.
Where is Phil Rosztoczy based?
Phil Rosztoczy is based in Miami, Florida, United States while working with A-CAP.
What companies has Phil Rosztoczy worked for?
Phil Rosztoczy has worked for A-Cap, Global Atlantic Financial Group, Tiaa, Ubs, and Morgan Stanley.
How can I contact Phil Rosztoczy?
You can use AeroLeads to view verified contact signals for Phil Rosztoczy at A-CAP, including work email, phone, and LinkedIn data when available.
What schools did Phil Rosztoczy attend?
Phil Rosztoczy holds Mba from Nyu Stern School Of Business.
What skills is Phil Rosztoczy known for?
Phil Rosztoczy is listed with skills including Business Development, Financial Modeling, Equities, Finance, Wealth Management, Due Diligence, Valuation, and Consulting.
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