Director, Finance Operations & Statutory Reporting
The Mutual Group, Topeka, KS, United States
Job Description
Director, Finance Operations & Statutory Reporting is a key leadership role that regularly engages in strategic financial conversations with member institutions and The Mutual Group (TMG) senior leaders to support successful financial outcomes. The director directs end‑to‑end statutory accounting, regulatory filings, treasury operations, financial controls, SOC reporting, and operational processes that support Member‑related financial activities. They ensure strong financial governance, operational excellence, and compliance with regulatory and audit requirements while partnering closely across Finance, Actuarial, Treasury, Technology, and Executive leadership.
Work Arrangement
Employees who live within 30 miles of the TMG home office are expected to follow a hybrid or in‑office schedule. The initial training period may require additional in‑office days.
Accountabilities Cross‑Functional & Strategic Leadership
Serve as a strategic advisor to our members’ senior Finance and Executive leadership on statutory reporting, financial operations, and control matters.
Collaborate across Actuarial, Finance, Investments, Legal, and Technology to ensure aligned financial reporting and operational processes.
Lead or support enterprise initiatives involving regulatory change, system transformation, financial modernization, and risk management.
Anticipate and analyze financial challenges and opportunities before the business impact is critical.
Provide strategic leadership and coaching to Finance team members, fostering a high‑performing culture of accountability, collaboration, and development.
Build and maintain strong relationships with key stakeholders, including senior management, business units, and external partners.
Member Finance Operations
Oversee core finance operational activities including general ledger management, account reconciliations, and financial process optimization.
Champion continuous improvement initiatives across the Finance organization focused on efficiency, automation, and accuracy.
Oversee Finance technology strategy and operations, including the strategic direction of TMG’s Finance operations in support of building a scalable platform for TMG.
All other duties as assigned.
Statutory Reporting & Regulatory Compliance
Oversee the preparation, review, and submission of quarterly and annual statutory financial statements in accordance with NAIC SAP, state regulatory requirements, and applicable insurance regulations.
Lead interactions with external auditors and support our member institutions’ interactions with state insurance departments and rating agencies related to statutory reporting matters.
Ensure compliance with all statutory accounting updates, emerging regulations, and reporting guidance.
Maintain an effective governance framework for statutory close processes, documentation, and internal controls.
Responsible for overseeing the accuracy, integrity, and timeliness of statutory financial reporting for our member institutions.
Oversee the proactive monitoring, assessment, documentation, implementation and communication of proposed accounting standards and accounting policies.
Provide ongoing guidance to members’ management on accounting implications of complex transactions, new products or contracts, working with business leaders to implement any necessary processes and controls.
Provides meaningful analysis of financial results to member management and supports member management through accounting research and analysis.
Maintain current knowledge of topics and emerging issues arising from the FASB, AICPA, NAIC and all other governing bodies.
Financial Controls & SOC Reporting
Lead TMG’s financial control framework, including SOC reporting, control documentation, external audit coordination, and remediation oversight.
Maintain robust internal control practices supporting financial reporting, treasury, and finance operations.
Partner with IT, external auditors, and member Internal Audit teams to ensure timely and accurate control testing and reporting.
Treasury Operations
Direct daily liquidity management, cash positioning, bank relations, and investment operations support.
Oversee treasury policies, cash forecasting, and liquidity risk management processes.
Ensure strong operational controls in treasury processes, including payment authorization, banking access, and reconciliation oversight.
Qualifications Education & Experience
Bachelor’s degree in accounting, finance or equivalent combination of training and/or experience required.
Certified Public Accountant (CPA) strongly preferred.
10+ years of progressive experience in statutory accounting, insurance financial reporting, treasury or related finance roles.
Prior leadership experience within an insurance company or regulated financial institution required.
Experience at a global public accounting firm and/or public company desired.
Leadership Attributes
Exceptional communication skills with the ability to articulate complex financial matters to executive leaders, regulators, and auditors.
Highly analytical, detail‑oriented, and solution‑focused.
Strong change leadership and process improvement mindset.
Ability to manage competing priorities in a dynamic and regulated environment.
Technical & Professional Skills
Deep knowledge of NAIC Statutory Accounting Principles (SAP) and insurance regulatory reporting.
Strong understanding of insurance operations, treasury operations, internal controls, SOC frameworks, financial data and financial governance.
Demonstrated ability to lead high‑performing teams and manage complex financial processes.
Proficiency with financial systems, general ledger platforms, and reporting tools.
Pay Range Anticipated Hiring Range:
$160,000 - $215,000 annual base salary depending on experience, qualifications, and geographic location
Benefits
Competitive base salary plus incentive plans for eligible team members
401(K) retirement plan that includes a company match of up to 6% of your eligible salary
Free basic life and AD&D, long‑term disability and short‑term disability insurance
Medical, dental and vision plans to meet your unique healthcare needs
Wellness incentives
Generous time off program that includes personal, holiday and volunteer paid time off
Flexible work schedules and hybrid/remote options for eligible positions
Educational assistance
Equal Opportunity Employer The Mutual Group is an Equal Opportunity Employer. It is our policy to recruit, hire, train and promote individuals in all job classifications without regard to race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, gender identity or any other characteristic protected by law.
Know Your Rights: Workplace Discrimination is Illegal
Your Rights Under USERRA
Applicants requiring a reasonable accommodation due to a disability at any stage of the employment application process should contact
Talent@themutualgroup.com .
Employment Verification The Mutual Group participates in the
E-Verify
program and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. You are protected from
employment discrimination
based on your citizenship status and national origin.
All offers of employment are contingent upon the successful completion of a background check.
#J-18808-Ljbffr
Work Arrangement
Employees who live within 30 miles of the TMG home office are expected to follow a hybrid or in‑office schedule. The initial training period may require additional in‑office days.
Accountabilities Cross‑Functional & Strategic Leadership
Serve as a strategic advisor to our members’ senior Finance and Executive leadership on statutory reporting, financial operations, and control matters.
Collaborate across Actuarial, Finance, Investments, Legal, and Technology to ensure aligned financial reporting and operational processes.
Lead or support enterprise initiatives involving regulatory change, system transformation, financial modernization, and risk management.
Anticipate and analyze financial challenges and opportunities before the business impact is critical.
Provide strategic leadership and coaching to Finance team members, fostering a high‑performing culture of accountability, collaboration, and development.
Build and maintain strong relationships with key stakeholders, including senior management, business units, and external partners.
Member Finance Operations
Oversee core finance operational activities including general ledger management, account reconciliations, and financial process optimization.
Champion continuous improvement initiatives across the Finance organization focused on efficiency, automation, and accuracy.
Oversee Finance technology strategy and operations, including the strategic direction of TMG’s Finance operations in support of building a scalable platform for TMG.
All other duties as assigned.
Statutory Reporting & Regulatory Compliance
Oversee the preparation, review, and submission of quarterly and annual statutory financial statements in accordance with NAIC SAP, state regulatory requirements, and applicable insurance regulations.
Lead interactions with external auditors and support our member institutions’ interactions with state insurance departments and rating agencies related to statutory reporting matters.
Ensure compliance with all statutory accounting updates, emerging regulations, and reporting guidance.
Maintain an effective governance framework for statutory close processes, documentation, and internal controls.
Responsible for overseeing the accuracy, integrity, and timeliness of statutory financial reporting for our member institutions.
Oversee the proactive monitoring, assessment, documentation, implementation and communication of proposed accounting standards and accounting policies.
Provide ongoing guidance to members’ management on accounting implications of complex transactions, new products or contracts, working with business leaders to implement any necessary processes and controls.
Provides meaningful analysis of financial results to member management and supports member management through accounting research and analysis.
Maintain current knowledge of topics and emerging issues arising from the FASB, AICPA, NAIC and all other governing bodies.
Financial Controls & SOC Reporting
Lead TMG’s financial control framework, including SOC reporting, control documentation, external audit coordination, and remediation oversight.
Maintain robust internal control practices supporting financial reporting, treasury, and finance operations.
Partner with IT, external auditors, and member Internal Audit teams to ensure timely and accurate control testing and reporting.
Treasury Operations
Direct daily liquidity management, cash positioning, bank relations, and investment operations support.
Oversee treasury policies, cash forecasting, and liquidity risk management processes.
Ensure strong operational controls in treasury processes, including payment authorization, banking access, and reconciliation oversight.
Qualifications Education & Experience
Bachelor’s degree in accounting, finance or equivalent combination of training and/or experience required.
Certified Public Accountant (CPA) strongly preferred.
10+ years of progressive experience in statutory accounting, insurance financial reporting, treasury or related finance roles.
Prior leadership experience within an insurance company or regulated financial institution required.
Experience at a global public accounting firm and/or public company desired.
Leadership Attributes
Exceptional communication skills with the ability to articulate complex financial matters to executive leaders, regulators, and auditors.
Highly analytical, detail‑oriented, and solution‑focused.
Strong change leadership and process improvement mindset.
Ability to manage competing priorities in a dynamic and regulated environment.
Technical & Professional Skills
Deep knowledge of NAIC Statutory Accounting Principles (SAP) and insurance regulatory reporting.
Strong understanding of insurance operations, treasury operations, internal controls, SOC frameworks, financial data and financial governance.
Demonstrated ability to lead high‑performing teams and manage complex financial processes.
Proficiency with financial systems, general ledger platforms, and reporting tools.
Pay Range Anticipated Hiring Range:
$160,000 - $215,000 annual base salary depending on experience, qualifications, and geographic location
Benefits
Competitive base salary plus incentive plans for eligible team members
401(K) retirement plan that includes a company match of up to 6% of your eligible salary
Free basic life and AD&D, long‑term disability and short‑term disability insurance
Medical, dental and vision plans to meet your unique healthcare needs
Wellness incentives
Generous time off program that includes personal, holiday and volunteer paid time off
Flexible work schedules and hybrid/remote options for eligible positions
Educational assistance
Equal Opportunity Employer The Mutual Group is an Equal Opportunity Employer. It is our policy to recruit, hire, train and promote individuals in all job classifications without regard to race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, gender identity or any other characteristic protected by law.
Know Your Rights: Workplace Discrimination is Illegal
Your Rights Under USERRA
Applicants requiring a reasonable accommodation due to a disability at any stage of the employment application process should contact
Talent@themutualgroup.com .
Employment Verification The Mutual Group participates in the
E-Verify
program and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. You are protected from
employment discrimination
based on your citizenship status and national origin.
All offers of employment are contingent upon the successful completion of a background check.
#J-18808-Ljbffr