Vice President, Finance & Premium OperationsScottsdale, AZ | Hybrid
Position OverviewThe Vice President, Finance & Premium Operations leads a team of 40+ professionals responsible for premium cash receipts, cash application, accounts receivable follow-up and discrepancy resolution, vendor payables, and cash remittance. This leader combines day-to-day operational discipline with strategic partnership, working closely with the COO and Amwins Group Finance to strengthen controls, improve financial and operational reporting, and scale the function with the business.
The role offers the opportunity to shape team structure and advance modernization through automated cash applications, Power BI reporting, and external support partnerships. Success requires a leader of high integrity who develops people, brings sound judgment to financial operations, and carries strategic initiatives from business cases through implementation, adoption, and measurable results. Over time, the role has the potential to evolve into a broader leadership opportunity within the Amwins Benefits Division.
ResponsibilitiesPremium Cash Management & Operations- Own end-to-end premium cash operations, including cash receipts, cash application, outstanding accounts receivable follow-up, cash and receivable discrepancy resolution, vendor payables, and cash remittance.
- Direct the disbursement approval process and adjust controls as transaction volumes and business needs evolve.
- Support month-end close activities for premium accounting and cash operations.
- Own the accounts receivable aging and sign-off process, establishing aging thresholds, review responsibilities, and criteria for balances requiring escalation or follow-up.
- Manage write-off approval limits and secondary approval responsibilities; approve system access and new operating company setup requests.
- Prioritize enhancements to COMPASS and Amlink Accounting on behalf of Premium Finance.
Leadership & Team Development- Lead, develop, and manage the performance of a team of 40+ across cash receipt and application, payables, and premium support functions.
- Set and model clear expectations for professionalism, work ethic, integrity, and accountability.
- Coach managers and team members through regular one-on-one meetings, skip-level discussions, and structured goal setting.
- Ensure timely performance reviews and compensation and bonus recommendations.
- Design and adjust team structure to support business growth, effective controls, and clear ownership across reconciliation, premium escalation, remittance, and support activities.
Strategic Initiatives, Technology & Reporting- Lead strategic initiatives from inception through implementation and realization of expected benefits, including business case development, cross-functional coordination, and post-implementation adoption.
- Partner with Analytics/BI and Accounting Development on automation, reporting, and financial and operational data models.
- Advance modernization initiatives such as automated cash application, bulk remittance processing, Power BI reporting, and external support partnerships.
- Partner with the COO and senior management team to assess organizational performance against business strategy.
- Drive financial process improvement, develop meaningful KPIs, and establish monthly, quarterly, and annual reporting to Amwins Group.
Cross-Functional Partnership & Representation- Serve as a key financial relationship connector between Amwins Self-Funded leadership and Amwins Group Finance.
- Collaborate with peer directors, managers, and supervisors across Amwins to resolve cross-functional issues and advance shared priorities.
- Represent Premium Finance in regional and Group-level operations discussions as needed.
Qualifications- Bachelor's degree in accounting, Finance, or a related field; CPA and/or CMA preferred but not required.
- 8+ years of experience in managerial accounting operations, premium accounting, or related financial operations roles.
- 5+ years of experience leading managerial accounting operations, premium accounting, or related financial operations roles.
- Demonstrated experience leading teams of 30+ through organizational or process change.
- Knowledge of GAAP, budgeting and forecasting, and automated financial and accounting reporting systems.
- Insurance or MGA/MGU premium accounting experience strongly preferred.
- Proven success improving processes and using technology to automate and scale financial operations.
- Strong analytical, personnel management, interpersonal, and written and verbal communication skills.
- Ability to manage multiple concurrent priorities and deadlines while maintaining accuracy and sound controls.
Core CompetenciesIntegrity & Judgment: Sets a consistent standard for ethical conduct, professionalism, and accountability in the stewardship of premium funds.
People Leadership & Change Management: Develops managers and teams, establishes clear ownership, and guides a large, diverse function through change.
Operational Discipline & Controls: Connects transaction-level accuracy, timely cash movement, reconciliation, and approval controls with overall business performance.
Strategic Thinking & Execution: Translates business priorities into practical initiatives and carries them through implementation and measurable results.
Financial Analytics & Reporting: Uses financial and operational data to identify issues, define KPIs, and communicate performance clearly to leadership.
Process Improvement & Technology: Identifies opportunities to automate work, strengthen reporting, and build scalable operating processes.
Cross-Functional Partnership: Builds productive relationships with operating leaders, technology and analytics teams, and Group Finance.
Work Arrangement:
- Based in Scottsdale, Arizona, with an in-office schedule Tuesday, Wednesday, and Thursday.
- Travel on an ad hoc basis as business needs require.
The Amwins Advantage: Benefits & Perks- Medical, Dental, Vision available your first day of employment
- Choice of medical plans through Blue Cross Blue Shield; Kaiser available for CA employees
- Mental health support including:
- Virtual therapy
- Digital coaching
- 24/7 EAP counseling
- Company-paid Basic Life & AD&D Insurance, Short-Term Disability, and Employee Assistance Program
- Health Savings Account with company contributions
- Health Care FSA, Dependent Care FSA, and Commuter Benefits
- Parental Leave and Adoption Assistance
- Voluntary coverage options:
- Life Insurance
- Critical Illness
- Accident
- Identity Theft Protection
- Retiree medical benefits available for Medicare-eligible retirees
- 401(k) with company match
- Generous Paid Time Off and Company Holiday Schedule
- Collaborative, continuing education focused work environment
- Career advancement opportunities
