Director, Finance Operations

Reposted 25 Days Ago
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Carmel, IN, USA
In-Office
Senior level
Insurance
The Role
The Director of Finance Operations leads finance processes, ensures operational excellence, and drives continuous improvement in financial management and compliance.
Summary Generated by Built In
The Director, Finance Operations is a strategic and operational leader responsible for overseeing the company’s core finance processes, systems, and infrastructure. This role ensures operational excellence across billing, receipts and disbursements, receivables/payables, reconciliation, financial systems, and process governance while driving continuous improvement, scalability, and strong internal controls. The position reports to the VP, Finance Operations & Controller.Job Duties and Responsibilities:

Finance Operations Departmental Strategy – 40%

  • Functional leader overseeing core finance operations, including the commissions process, payables administration, and balance sheet reconciliations.
  •  Verify the accuracy, timeliness, and integrity of financial transactions and core department deliverables.
  • Establish and monitor service-level standards and performance metrics across core operations functions.
  • Address escalated or complex inquiries from internal and external stakeholders regarding detailed transactions.
  • Support financial close process, working closely with other finance leaders.
  • Conduct variance analysis and identify performance trends.

Process Optimization and Scalability – 20%

  • Design, implement, and continuously improve scalable finance processes to support company growth.
  • Lead automation initiatives across billing, collections, remittance, reconciliations, and workflows.
  • Partner cross-functionally to streamline order-to-cash and procure-to-pay cycles.

Controls & Risk Management – 20%

  • Maintain strong internal controls and compliance with regulatory requirements applicable to financial services.
  • Partner with other finance leaders to support audit readiness and remediation efforts.
  • Develop policies and operational governance frameworks to mitigate financial risk.

Cash Management – 10%

  • Monitor and optimize cash flow and funding levels.
  • Oversee collections strategy and past-due receivables management.
  • Partner with Treasury on bank administration, liquidity forecasting, reconciliation, and risk.

Leadership & Development – 10%

  • Recruit, retain, and develop a high-performing finance operations team, with department budget responsibility.
  • Establish clear accountability, expectations, performance metrics, and career progression pathways.
  • Foster a culture of operational excellence, accountability, and customer service.
Qualifications (Education, Experience, Certifications & KSA):
  • Bachelor’s degree in accounting, finance, or related field.
  • Professional credentials: CPA, CMA, or MBA strongly preferred.
  • 8+ years of progressive finance experience in accounting, finance, or finance operations.
  • 5+ years of people leading in a fast-paced environment.
  • Proven track record of driving process improvement and automation initiatives.
  • Strong analytical, organizational, and leadership skills, with ability to manage multiple priorities.
  • Excellent communication and cross-functional partnership capabilities.

Key Competencies:

  • Strong level of engagement, enthusiasm, and general optimism.
  • Operational excellence and attention to detail.
  • Strategic thinking with a hands-on mindset.
  • Sense of urgency and customer service oriented.
  • Strong ownership and accountability.
  • ERP proficiency and strong systems aptitude.
  • Team building, coaching, delegating, and empowering.
  • Change management and scalability focus.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.

#LI-ONSITE

#LI-JS1

We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.
All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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Skills Required

  • Bachelor's degree in accounting, finance, or related field
  • Professional credentials: CPA, CMA, or MBA
  • 8+ years of progressive finance experience
  • 5+ years of people leading experience
  • Proven track record of driving process improvement and automation
  • Strong analytical, organizational, and leadership skills
  • Excellent communication and cross-functional partnership capabilities

Allied Solutions LLC Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Allied Solutions LLC and has not been reviewed or approved by Allied Solutions LLC.

  • Healthcare Strength Medical, dental, and vision coverage are offered with multiple plan choices (PPO and CDHPs) and company HSA contributions, alongside an EAP and optional critical illness, hospital, and accident coverage. Group life, accidental death and dismemberment, and short- and long-term disability are provided at no cost to employees.
  • Retirement Support Pre-tax and Roth 401(k) programs include a company match and are administered through Securian with investment portfolios and educational tools. These elements reinforce the company’s emphasis on long-term savings and financial security.
  • Leave & Time Off Breadth Generous paid time off, paid holidays, paid family leave, and paid volunteer time are part of the package. These offerings expand time-off options beyond standard vacation allotments.

Allied Solutions LLC Insights

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The Company
HQ: Carmel, IN
1,001 Employees

What We Do

Allied Solutions uses technology based products and services to meet the insurance, lending and marketing needs of more than 4,000 financial institutions in North America. Dedicated to helping their clients grow, protect and evolve their business, Allied Solutions maintains several regional offices and service centers around the country and is a subsidiary of Securian Financial Group, Inc. #FinancialServices #EnhanceRevenue #ExpandLending #ManageRisk #ImproveMarketShare #EngageEmployees #AlliedInsights #FindYourPassion #BlueCulture

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