Director, Financial Operations
Vaco Recruiter Services, Charlotte, NC, United States
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
#J-18808-Ljbffr
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
#J-18808-Ljbffr