Financial Business Transformation Lead – Projects

This is a fully remote position, open to applicants in Oregon.

📋 Description

• Serve as the link between Finance, Operations, and Technology to deliver comprehensive business solutions.

• Act as a strategic collaborator in financial transformation projects.

• Lead business analysis for intricate, cross-functional projects involving finance, MGA operations, and premium accounting.

• Recommend and develop scalable future-state solutions while ensuring financial integrity.

• Guide work prioritization based on business value, risk assessments, and urgency.

• Offer guidance and mentorship to fellow analysts.

• Ensure that solutions comply with accounting standards, including revenue recognition and reporting accuracy.

• Assist in month-end and quarter-end reporting cycles by proactively addressing challenges.

• Engage in system evaluation discussions with business teams, vendors, leadership, and project teams.

• Clarify product specifications and project goals.

• Identify and recommend improvements for inefficient, ineffective, costly, or time-sensitive systems and workflows.

• Develop or oversee departmental policies, processes, procedures, and documentation.

• Create educational materials for insurance and financial workflows.

• Provide strategic feedback on workflows and direction to the Director of Financial Projects, Project Manager, and business and finance leaders.

• Collaborate with leaders and vendors to address issues, quality concerns, and corrective measures.

• Work with large departmental and cross-functional teams to resolve complex business challenges.

⛳️ Requirements

• Bachelor's degree required.

• 7–10 years of business or leadership experience.

• Exceptional verbal and written communication skills.

• Strong mathematical skills and numerical familiarity.

• Basic knowledge of managing full life cycle software development projects using structured project management methodologies.

• Fundamental understanding of programming and related concepts.

• Ability to convey technical information, both verbally and in writing, to a diverse range of colleagues.

• Proven expertise in accounting and finance, including premium accounting and GAAP standards.

• Comfortable interacting with individuals at all organizational levels in a consultative capacity.

• Experience in process and workflow development and leadership.

• Capable of effectively coaching and mentoring team members.

• Commitment to ongoing technical education is required.

• Willingness to travel approximately 5–10% of the time.

• CPA or equivalent accounting certification is preferred but not mandatory.

• Insurance certifications are preferred but not required (AAI, CIC, ARM, etc.).

🏝️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.

• Financial Benefits: Employee Stock Purchase Plan (ESPP); 401k; Student Loan Assistance; Tuition Reimbursement.

• Mental Health & Wellness: Complimentary Mental Health & Enhanced Advocacy Services.

• Paid Time Off.

• Holidays.

• Discounts from Preferred Partners.