Director, Financial Operations

Independent Administrative Services - Clearwater, FL

Full-time - Senior

Clearwater, FL

501-1,000 employees

About the position

The Director of Financial Operations at AmeriLife is responsible for managing financial operations, reporting, and strategic planning within the Wealth Distributions division. This role involves partnering with business stakeholders to track financial performance, manage budgeting and forecasting, and ensure compliance with financial controls and policies. The Director will also prepare analyses and reports for executive leadership and the board, while identifying opportunities to meet financial objectives and influence strategic decisions.

Responsibilities

• Manage the financial operations and strategy decisions in accordance with objectives, growth plans and policies established by leadership and key stakeholders.
• Provide consultative thought-partnership to Wealth Affiliates regarding financial information, analyses, and reports.
• Manage Wealth Distribution financial responsibilities including P&L maintenance, general ledger accounting, budget inquiries, expense reports, and forecasting.
• Determine methods of validating forecasts, performance tracking, and analyzing staffing requirements.
• Analyze business financial performance against plan, evaluate risks, review gross margins and maintain saving trackers by affiliate.
• Develop, implement and maintain financial operations SOPs.
• Build and prepare monthly financial performance reports, tracking KPIs for Wealth Affiliates.
• Track Wealth Affiliate Monthly Marketing spend: Actual vs. budget, YoY, average cost per HC per event.
• Support new M&A affiliates and work in liaison capacity with Integration, Operations, Accounting, IT and Human Resources to ensure a smooth transition.
• Collaborate with AmeriLife functional partners, including Corporate Finance, HR and Legal, on financial duties and responsibilities for the division.
• Build trusted relationships with peer finance members and executive leadership.
• Exhibit the highest level of ethical standards, integrity and confidentiality with all business matters.
• Responsible for FINRA financial operations and financial policy compliance for the Wealth Distribution division.

Requirements

• Minimum of ten (10) years of experience in the Insurance and Financial Services industry preferred.
• Bachelor's degree in finance and/or Accounting is preferred.
• CPA required.

Nice-to-haves

• Masters-level education preferred but not necessary.