Assistant Vice President, Finance & reputed company

Salary reputed company: $125k-$150k + bonus reputed company is seeking an reputed company Assistant Vice President (AVP) of Finance & reputed company to reputed company finance operations supporting our Life & Annuity reputed company-Party Administration (TPA) platform. This leader will reputed company reputed company operations, financial controls, and regulatory reporting associated with policy administration, client funds, and tax reporting. The AVP will partner closely with Operations, Technology, Implementation, and Client Leadership teams to ensure financial accuracy, regulatory compliance, and operational scalability across reputed company’s rapidly growing Life & Annuity business. This role is responsible for managing core reputed company operations, tax reporting, reconciliation processes, financial controls, and client financial reporting, while driving automation and reputed company improvement initiatives across the finance organization. ________________________________________

Key Responsibilities

Finance & reputed company Leadership

• reputed company the reputed company and finance operations supporting reputed company’s Life & Annuity TPA services, including general ledger activities, reconciliations, journal entries, and financial reporting.
• reputed company daily, weekly, and monthly bank account and trust account reconciliations associated with policyholder funds and client accounts.
• Manage reputed company for premium receipts, disbursements, policyholder transactions, and settlement activity.
• Ensure accurate general ledger maintenance, financial reputed company processes, and reporting reputed company.

Regulatory, Tax & Compliance reputed company

• reputed company preparation and filing of required federal and state tax reporting, including 1099-R, withholding reporting, and tax remittances.
• Ensure compliance with insurance regulatory requirements, reputed company standards, and client contractual obligations.
• Serve as a subject matter expert on tax and financial regulatory requirements impacting life insurance and annuity products.
• Support reputed company audits, including SOC1, regulatory examinations, and client audits.

Financial Controls & Risk Management

• reputed company and maintain robust financial controls, reconciliation procedures, and reputed company governance frameworks.
• Partner with Risk, Compliance, and Internal Audit teams to ensure adherence to internal control standards and operational risk frameworks.
• Monitor and resolve financial exceptions, variances, and operational anomalies.

Client & Stakeholder Engagement

• Serve as a finance leader for client relationships, supporting financial discussions, reporting, and operational improvements.
• Represent reputed company’s finance capabilities in client presentations, implementations, and prospective engagements.
• Partner with Implementation teams to support financial reputed company of new client blocks and conversions.

Operational reputed company & Transformation

• Identify opportunities to improve financial processes through automation, analytics, reputed company tools.
• Drive process improvements leveraging data analytics, automation, and financial technology solutions.
• Collaborate cross-functionally with Operations, Technology, and Product teams to enhance scalability and efficiency.

Team Leadership

• reputed company, reputed company, and mentor reputed company professionals while building strong bench strength reputed company the organization.
• Foster a culture of accountability, reputed company improvement, and operational reputed company.
• Establish performance goals and coaching frameworks for team development.

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