Business Process Leader, Finance at Jobgether – United States

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Business Process Leader, Finance in the United States.

This role sits at the center of finance transformation and operational excellence within a large, complex organization. You will design, optimize, and govern finance-related business processes that support Controllership and FP&A activities across national operations. Acting as a key connector between finance, technology, and operations teams, you will help ensure consistency, compliance, and efficiency across workflows. The position requires a strong process mindset, with a focus on improving quality, strengthening internal controls, and enabling scalable financial operations. You will also contribute to system-driven initiatives using agency management platforms and reporting tools, ensuring accurate documentation and effective adoption of standardized procedures. This is a highly collaborative role where you will influence enterprise-wide finance processes and support continuous improvement initiatives.

• Lead the design, documentation, and optimization of finance business processes across Controllership and FP&A functions.
• Develop, test, and refine workflows, ensuring accuracy, completeness, and alignment with enterprise standards and operating models.
• Support internal control frameworks by embedding governance, consistency, and compliance into financial processes.
• Utilize agency management systems and reporting tools to support process execution, documentation, and validation.
• Create and maintain detailed process documentation, training materials, and operational procedures for ongoing use.
• Collaborate with cross-functional stakeholders to identify process gaps, inefficiencies, and improvement opportunities.
• Partner with training and regional teams to support onboarding, knowledge sharing, and capability development.

Requirements:

• Minimum 5 years of experience in finance or accounting, preferably within the insurance or financial services industry.
• Strong knowledge of agency management systems (e.g., Applied Epic, Sagitta, BenefitPoint, AMS360) and related finance tools.
• Proven experience in process improvement, workflow optimization, and operational standardization.
• Strong analytical, critical thinking, and problem-solving skills.
• Ability to manage multiple priorities, complex projects, and competing deadlines effectively.
• Experience working with cross-functional teams and presenting to stakeholders at different organizational levels.
• Solid understanding of finance processes such as premium accounting, internal controls, financial reporting, or compensation modeling (preferred).
• Strong communication, documentation, and organizational skills.
• Ability to work in a flexible, remote environment with occasional travel requirements.

Benefits:

• Competitive salary range: $74,600 – $139,100 annually, plus potential performance-based incentives.
• Comprehensive health, dental, and vision insurance coverage.
• 401(k) retirement savings plan with additional retirement program options.
• Generous paid time off, including personal days and volunteer time.
• Tuition reimbursement and ongoing professional development opportunities.
• Employee assistance programs supporting well-being and work-life balance.
• Flexible remote work arrangement with occasional travel.
• Charitable contribution matching and stock purchase opportunities.