POSITION SUMMARYWe are seeking a
Director, Finance Transformation, Systems & Reporting to lead key initiatives to modernize our financial reporting, systems, and business processes.
This is a hands-on, individual-contributor Director role. The position will play a key role in implementing a new general ledger, developing financial reporting from a new operating system, resolving existing reporting issues, and redesigning finance and business processes.
Reporting directly to the CFO, the Director will work cross-functionally with Finance, Accounting, Operations, IT, business leaders, system implementation partners, and external consultants. Success will require a strong combination of accounting and financial reporting expertise, systems knowledge and process improvement capabilities
ESSENTIAL FUNCTIONS- Improve the accuracy, timeliness, consistency, and effectiveness of financial and management reporting.
- Identify and resolve financial reporting, accounting, reconciliation, and process issues.
- Lead key Finance activities related to implementation of a new general ledger, including requirements, chart of accounts, data mapping, testing, reconciliation, and reporting.
- Serve as the Finance lead for the design and development of financial reporting from the Company's new operating system.
- Define financial reporting, data, reconciliation, and control requirements for the new operating system.
- Ensure appropriate integration and reconciliation between the operating system and general ledger.
- Lead the redesign of finance and related business processes to improve efficiency, controls, data quality, and scalability.
- Identify opportunities to eliminate manual processes, duplicate activities, spreadsheets, and unnecessary workarounds.
- Strengthen month-end close, balance sheet reconciliations, financial controls, and reporting procedures.
- Lead cross-functional transformation projects from problem identification through design, testing, implementation, and stabilization.
- Partner with Finance, Operations, IT, system vendors, and consultants to drive successful implementation and adoption of new processes and systems.
- Provide recommendations and progress updates directly to the CFO and senior management.
MINIMUM QUALIFICATIONS- Bachelor's degree in Accounting, Finance, Information Technology, or related field.
- Significant experience in accounting, financial reporting, controllership, finance transformation, financial systems or business process improvement.
- Strong knowledge of general ledger accounting, financial reporting, month-end close, reconciliations, and financial controls.
- Experience developing financial reporting from operational or business systems.
- Demonstrated experience redesigning and improving finance and business processes.
- Ability to understand the flow of operational transactions through accounting systems and ultimately into financial reporting.
- Strong project management, analytical, and problem-solving skills.
- Ability to translate business and Finance requirements into practical system and reporting solutions.
- Ability to work effectively across Finance, Operations, IT, and senior management.
- Comfortable operating as a hands-on senior individual contributor.
- Experience in international health insurance, South American operations and a multi-national organization.
- Fluent in English and Spanish.
WHAT SUCCESS LOOKS LIKE The successful candidate will help deliver:
- More accurate and timely financial reporting.
- Successful implementation of the new general ledger.
- Effective financial reporting from the new operating system.
- Reliable integration and reconciliation between operational and financial systems.
- Redesigned and standardized business processes.
- Stronger financial controls and close procedures.
- Reduced reliance on manual spreadsheets and workarounds.
- Sustainable improvements in the efficiency and scalability of the Finance function.
WORKING CONDITIONS- The following job-related working conditions are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential function.
WORK ENVIRONMENT - The role primarily operates in an in-door, climate-controlled office setting working in close proximity to others. Noise level in the work environment is low to moderate. Light level provides adequate brightness for reading, computer work, and other tasks without causing glare or strain.
This is an opportunity for a hands-on finance transformation leader to help redesign how Finance operates. You will work directly with the CFO and the CIO to improve financial reporting, implement a new general ledger, develop financial reporting from a new operating system, and redesign critical business processes. This is a Director-level individual-contributor position.
NOTEThis job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are subject to possible modification to reasonably accommodate individuals with disabilities. The requirements listed in this job description are the minimum levels of knowledge, skills, or abilities necessary. This job positing does not create an employment contract, implied or otherwise, other than an "at will" relationship.
