Director, Financial Operations POST NUMBER: 472451

Director, Financial Operations

We are partnering with a high-growth life insurance platform seeking a Director of Financial Operations to oversee the company’s operational finance and accounting infrastructure. This individual will play a key role in building and managing scalable financial operations processes within a fast-growing, entrepreneurial environment.

This role will oversee core operational accounting functions including treasury operations, policyholder activity reconciliations, and accounts payable, while ensuring strong controls around financial operations and regulatory compliance. The Director will also partner closely with internal teams and external service providers to ensure accurate reporting and efficient operational processes as the business continues to scale.

Key Responsibilities

• Lead the company’s financial operations function , including accounts payable, treasury, and operational accounting activities

• Oversee bank relationships and cash management processes , including bank reconciliations and treasury operations

• Manage policyholder activity and administrative system reconciliations , ensuring accuracy between operational systems and financial records

• Supervise a team responsible for operational accounting and financial operations functions

• Oversee key financial operations workflows , ensuring processes are efficient, controlled, and scalable

• Manage relationships with third-party service providers supporting compliance and reporting processes

• Ensure internal processes support insurance regulatory and tax reporting requirements , including premium tax and tax reporting obligations

• Partner with accounting, finance, and operations teams to build and improve financial operations processes in a high-growth environment

• Support the implementation and enhancement of systems, controls, and operational workflows as the organization continues to scale

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field

• 6–10 years of experience in accounting, financial operations, or operational finance roles

• Experience working within the insurance industry , preferably life insurance, annuities, or related financial services

• Strong understanding of operational accounting processes , including treasury, reconciliations, and financial operations controls

• Experience managing or overseeing banking relationships and treasury processes

• Experience working with insurance policy administration or operational systems

• Ability to operate effectively in a fast-paced, entrepreneurial environment

Preferred Experience

• Experience in life insurance or annuity platforms , carriers, reinsurers, or insurance technology companies

• Exposure to premium tax reporting, regulatory reporting, or insurance compliance processes

• Experience working with outsourced providers supporting compliance or operational processes

• Background in high-growth, startup, or private equity-backed environments