Director, Financial Operations
Vaco, 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
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present you as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.
California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
Virginia residents may access our state specific policies here.
Residents of all other states may access our policies here.
Canadian residents may access our policies in English here and in French here.
Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
the individual's skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
#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
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present you as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.
California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
Virginia residents may access our state specific policies here.
Residents of all other states may access our policies here.
Canadian residents may access our policies in English here and in French here.
Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
the individual's skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
#J-18808-Ljbffr