Overview
This is a remote, full-time, exempt Director, Finance role for a healthcare technology and insurance services organization. The position reports to the Chief Operating Officer (COO) and leads the finance function across financial operations, accounting, reporting, budgeting and forecasting, cash flow oversight, audit support, and financial compliance, including oversight of offshore-supported finance operations.
Location
Remote (US-based) with CST or EST time zone.
Employment is not accepting applications from: CA, CO, NJ, NY, OR, RI, VT, WA, DC.
Responsibilities
- Oversee core financial operations, including accounts payable, accounts receivable, general ledger, and financial reporting.
- Ensure timely and accurate month-end and year-end close.
- Lead budgeting, forecasting, and cash flow oversight in partnership with the COO.
- Support internal and external audit processes and ensure ongoing financial compliance.
- Maintain appropriate financial controls, reconciliations, reporting processes, and documentation to support accurate and reliable financial information.
- Serve as the primary oversight point for offshore finance support staff, ensuring quality, productivity, and adherence to defined service levels.
- Develop and maintain clear finance process documentation and playbooks to enable effective delegation of routine and transactional finance tasks to the offshore team.
- Determine, in partnership with the COO, which finance functions are well-suited for offshore delivery versus those that should remain onshore.
- Ensure offshore handling of sensitive financial data—including payroll-related financial information, banking data, and other confidential records—meets the organization’s data security and compliance standards.
Requirements
- 5–8 years of progressive Finance or Accounting experience, including experience at a director or senior manager level.
- Experience managing offshore, outsourced, or distributed teams, ideally within a multi-shore delivery model.
- Strong working knowledge of core accounting principles, GAAP, financial reporting, reconciliations, and financial controls.
- Experience with financial systems such as NetSuite or similar platforms.
- Experience overseeing accounts payable, accounts receivable, general ledger, financial reporting, and month-end/year-end close.
- Experience with budgeting, forecasting, and cash flow oversight.
- Strong process design and documentation skills, with demonstrated ability to build playbooks that enable effective task delegation.
- Excellent judgment and discretion in handling sensitive financial and employee-related financial information.
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
- Willingness to travel occasionally for in-person collaboration, given the hybrid work arrangement.
Preferred Qualifications
- Experience in healthcare, insurance, or B2B services industries.
- CPA, or progress toward CPA certification.
- Experience building a Finance shared-services or offshore support model from the ground up.
- MBA, master’s degree in Finance or Accounting, or equivalent advanced degree.
Compensation & Benefits
- Competitive base salary commensurate with experience.
- Comprehensive benefits program.
Equal Opportunity Employer
The organization is an equal opportunity employer and is committed to creating an inclusive environment for all employees.