Lead the design, implementation, and oversight of financial control frameworks supporting the Operations Team
Ensure the integrity of financial controls, enhance operational efficiency, and enforce compliance with internal policies and external regulations
Design, implement, and maintain a robust internal control framework aligned with company policies, regulatory requirements, and industry best practices
Drive root cause analysis and corrective action to mitigate risk in operational processes
Develop metrics and dashboards to track control performance and areas for improvement
Build and manage a team of professionals focused on cash reconciliation, internal controls and compliance within operations
Requirements
Bachelor’s degree in accounting, finance, or related field (MBA or CPA preferred)
10+ years of experience in financial services operations, with a focus on and progressive experience in internal controls, risk management, and reconciliation; including controls framework and audit practices
5+ years of leadership experience
Proven experience and knowledge of the retirement industry
Exceptional analytical, problem solving, and communication skills
Strong influencing skills across all levels, including executives
Benefits
Responsible for protecting, securing, and proper handling of all confidential data
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