Why join?

Join us in revolutionizing an entire industry's customer engagement! We prioritize human connection through technology. If you're driven by purpose and want to make a meaningful impact on people's lives, this is the place for you. Our team challenges norms with the support of a trusted American brand.

• Purpose: A leading professional services firm found that AAA Life associates demonstrate some of the highest levels of commitment, empathy, and dedication when compared to top U.S. companies in a benchmark analysis.
• Growth: We have the privilege to offer our products to tens of millions of Americans that make up the AAA member base
• Focus is on “working families”, “everyday Americans”, “ordinary citizens”, “mainstream population” “average income households”, providing life insurance products that truly impact people's lives (more information will be provided in the interview).
• Team (Culture): USA Today named us a 2024 and 2025 top US workplace

Who are we looking for?

The Director, Finance Operations will optimize the operational functions within the Finance department by supporting the finance leadership team and staff, optimizing their effectiveness and contributing to the seamless operation of the organization. This strategic role requires a seasoned finance professional who can design and drive efficient processes, implement best-in-class technology, and ensure robust controls.

You will partner closely with the CFO and the finance team leaders to support scalable growth within the Company’s high growth environment, enhance reporting capabilities, and deliver financial insights that inform executive decision-making. The role requires the ability to translate complex analyses into actionable insights that drive operational improvement by facilitating strategic alignment and process improvements.

How will you contribute?

• Collaboration with finance and company leadership to develop, facilitate and execute strategic initiatives.
• Ensuring finance’s alignment with the company’s long-term vision and objectives.
• Lead cross-functional teams to implement finance team initiatives. This includes overseeing timelines, resource allocation, and managing deliverables.
• Serve as a point of contact for certain internal/external stakeholders, reflecting the CFO’s priorities.
• Communicate effectively on behalf of the finance team with a high level of professionalism and diplomacy.
• Handle sensitive information with the utmost discretion, maintaining confidentiality at all times.
• Support finance leadership in cascading messages, initiatives, and directives throughout the organization.
• Effectively execute change management.

Organizational Design

• Coordinate with finance team leaders to optimize people, talent and upskilling; this includes team organizational design.
• Contribute to strategic organizational design discussions, providing insights and recommendations.

Systems & Technology

• Optimize the finance department technology stack - evaluate, implement, and coordinate effective usage of financial systems (e.g., ERP, FP&A tools) to automate workflows and improve data integrity.
• Partner with IT to integrate finance systems with other business platforms and drive digital transformation initiatives within the overall company vision.
• Oversee the planning, execution, and delivery of high-impact finance projects, ensuring alignment with strategic objectives.

Process Improvement & Scalability

• Identify bottlenecks, assess inefficiencies, and lead continuous improvement projects.
• Develop and enforce standardized processes, policies, and internal controls to ensure accuracy, efficiency, and compliance.
• Define KPIs and build dashboards to monitor performance, highlight trends, and track progress against operational goals.
• Refine processes to support improved analytical capabilities.

Team Leadership & Development

• Partner with the CFO to help steer finance functions that span Financial Reporting, Financial Planning & Analysis, Tax, Accounting Operations, Investments and finance systems.
• Support the CFO in managing key stakeholders of the finance function (other areas of the company, finance teams of the company’s owners, the board of directors, and external parties [i.e. regulators]).
• Detail and track action items, ensuring timely follow-up and resolution of issues

What do you offer?

• Bachelor’s degree in accounting, finance, business administration or related field.
• Proven experience in executive-level support.
• Strong organizational skills with the ability to manage complex calendars and schedules effectively.
• Exceptional verbal and written communication skills, reflecting a high level of professionalism.
• Proficiency in office software, including Microsoft Office Suite.
• Strong problem-solving abilities, with a focus on finding solutions and preempting challenges.
• Ability to work independently, prioritize tasks, and manage multiple demands with poise.
• Previous experience in liaising with senior leadership and stakeholders is a plus.
• Extremely strong analytical and presentation skills.
• Ability to thrive in a fast-paced work environment within a growing company.
• Proven ability to manage teams to deliver key strategic projects to successful completion
• Track record in successful senior stakeholder management

What can we offer?

• Enjoy a hybrid work environment that promotes work-life balance.
• Comprehensive medical, dental, and vision coverage starting from your first day.
• Employer 401k match and employer contribution to a pension plan.
• Generous PTO and paid parental leave to support your family needs.