Top Tech Jobs & Startup Jobs

Lead and enhance the firms broker-dealer and investment adviser compliance program, oversee risk assessments, WSPs, advertising reviews, regulatory filings and exams, manage a small compliance team, support training, monitor regulatory changes, and partner with business leaders on compliance matters.

Manage revenue recognition for Health and Life businesses, ensuring ASC 606 compliance. Oversee LTV calculations, cost of revenue accounting, month-end close, financial disclosures, ICFR/SOX controls, and auditor interactions. Lead and develop the revenue team, drive process improvements, integrate revenue insights with forecasting, and collaborate cross-functionally with Sales Ops, Commissions, FP&A, and IT.

Sell health and life insurance by contacting prospects, educating clients, managing leads in CRM, building relationships, meeting sales goals, and collaborating with the team.

Manage and grow enterprise Medicare and health‑insurance BPO client relationships. Serve as primary client liaison, ensure operational and contractual KPI delivery, lead business reviews, drive performance improvements, manage financials and account expansion, oversee scaling and compliance with CMS/Medicare rules, and deliver data‑driven insights and reporting.

Lead and manage the Workday People Technology team to design, configure, integrate, and optimize Workday HCM. Drive Workday strategy, upgrades, data governance, training, cross-functional collaboration, and process improvements to support People & Culture and business objectives.

Lead FP&A for Wealth & Annuities, managing a team to drive forecasting, budgeting, variance analysis, consolidated reporting, financial modeling, executive presentations, and process/system improvements across ~10 business units.

Support commission operations for Life and Institutional divisions by processing commissions, reconciling sales data and cash receipts, maintaining commission databases, producing compensation reporting, collaborating with analysts and accounting, and resolving discrepancies.

Lead revenue recognition and cost of revenue accounting under ASC 606; prepare month-end journal entries, reconciliations, balance sheet roll forwards, and disclosures; support SOX/ICFR and external audits; analyze revenue data and LTV assessments; collaborate with Sales Ops, Commissions, FP&A, and IT to improve processes and reporting.

Senior individual contributor owning multi-year product vision and market strategy for the Life Insurance line (term, whole, universal, IUL, annuities). Drive carrier technology partnerships, prioritize integrations and data exchange, influence product roadmaps with GPMs and Sales, lead market and regulatory intelligence, and support go-to-market and sales enablement. Represent product strategy externally at industry events and internally to executive stakeholders.

Lead onshore and offshore accounting teams, oversee journal entries, reconciliations, and variance analysis using BlackLine and NetSuite. Ensure timely weekly/monthly close, support audits, drive process improvements, train staff, monitor KPIs, and handle complex accounting projects across business units while fostering a positive team culture.