What are the responsibilities and job description for the Financial Operations Manager – Remote – Life insurance position at Oliver James?
Financial Operations Manager
Location: Remote (East Coast preferred)
Periodical travel to either Greenwich, CT or Charlotte, NC
Compensation: Flexible based on experience
The Role
Reporting to the CFO, this position manages the critical intersection of policy administration and financial reporting. You will oversee the accuracy of high-volume financial transactions and lead the modernization of existing manual processes.
Core Responsibilities
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Location: Remote (East Coast preferred)
Periodical travel to either Greenwich, CT or Charlotte, NC
Compensation: Flexible based on experience
The Role
Reporting to the CFO, this position manages the critical intersection of policy administration and financial reporting. You will oversee the accuracy of high-volume financial transactions and lead the modernization of existing manual processes.
Core Responsibilities
- Reconciliation: Manage policy accounting and reconciliation between administrative systems and the general ledger.
- Treasury & AP: Support cash and liquidity management while overseeing the accounts payable function.
- Compliance: Handle premium tax, income tax withholdings, and 1099/5498 reporting.
- Transformation: Automate manual workflows through technology integration and business process redesign.
- Accounting Support: Coordinate month-end/quarter-end closes and manage external audit requirements.
- Experience: 6 years of accounting experience, specifically within the US insurance sector
- Education: Bachelor’s degree in Accounting or a related field
- Systems: Expert MS Office skills and mandatory experience with ERP/EPM software.
- Skills: High-level analytical problem-solving and clear communication skills.
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