Operational Execution – 40%
- Manage daily finance operations including billing, receipts and disbursements, receivables/payables, cash application, reconciliation, and commission processing.
- Ensure timely and accurate processing of financial transactions.
- Monitor service-level standards and payment processing accuracy.
- Address inquiries from internal and external stakeholders regarding detailed transactions.
- Complete and/or review reconciliations at the general ledger, client, and carrier levels.
- Support financial close process with ledger entries and variance analysis.
Process Improvement – 20%
- Identify opportunities for efficiencies and implement process enhancements to improve speed, accuracy, and scalability.
- Support automation initiatives within billing, receipts and disbursements, and reporting workflows.
- Partner cross-functionally to streamline order-to-cash and procure-to-pay processes.
Controls & Compliance – 20%
- Maintain adherence to internal control standards and regulatory requirements relevant to financial services.
- Support external and internal audits by providing documentation and process explanations.
- Assist in documenting and updating finance policies and procedures.
Team Leadership – 20%
- Supervise and develop finance operations staff.
- Establish and manage clear performance expectations and accountability measures.
- Promote a culture of accuracy, service, and continuous improvement.
- Bachelor’s degree in accounting, finance, or related field.
- Professional credentials: CPA, CMA, or MBA strongly preferred.
- 5+ years of progressive finance experience in accounting, finance, or finance operations.
- 3-4 years of leadership experience.
- Strong analytical and organizational skills.
- Demonstrated ability to manage deadlines and drive process improvements.
- Effective communicator with strong collaboration skills.
Key Competencies:
- Strong level of engagement, enthusiasm, and general optimism.
- Operational excellence and attention to detail.
- Critical thinking with a hands-on mindset.
- Sense of urgency and customer service oriented.
- Strong ownership and accountability.
- ERP proficiency and strong systems aptitude.
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.
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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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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








