Finance Operations Lead

Job Summary: Reporting to the Controller (RC), the Finance Operations Lead / Assistant Controller (AC) will serve as the financial steward for the sales offices. The successful candidate will interact with business partners in their respective business unit (Regions/SS&O) helping them with items including, but not limited to; rate negotiations, contract negotiations, reviewing Requests for Proposals (RFPs), and other support functions while driving company initiatives to the field.

Essential Functions:

• Provides support for 75-175 sales teams or business unit partners.
• Responds timely to all internal and external inquires per the 1/24 rule [respond within one (1) hour, provide resolution within twenty four (24) hours].
• Utilizes resources to help provide effective solutions in a timely manner.
• Ensures all Services Agreement terms are adhered to (rates/terms, invoicing, pre-screening compliance, FLSA regulations, etc.)
• Negotiates and understands all scenarios that affect liability.
• Understands at a functional level all policies and guidelines.
• Mitigates company risk through collaboration with sales teams and field partners to ensure internal compliance issues are resolved timely.
• Provides ad-hoc reporting and analysis to the sales teams and regional leadership.
• Reviews expense reports, Requisitions for Funds [quarterly outings], and enforces expense policy.
• Collaborates with various departments for any and all external Client issues (collection, legal issues, etc).
• Interfaces with internal/external customers and builds relationships to continuously drive business.
• Builds expertise and knowledge through working with partners and sharing best practices amongst the team to maximize success.
• Understands company/regional goals and strategy.
• Consistently adds additional analysis or other kind of value without prompting.
• Administers and accurately tracks quarterly and annual incentive bonuses.
• Prepares and evaluates compensation for sales promotions and maintains intricate knowledge of producer compensation plans.
• Participates in training presentations for newly promoted sales teams and recruiters.
• Works to streamline reporting and other processes for efficiency.

Direct Supervisory or Management Responsibilities:

• Potential to manage and lead Business Analyst(s)

Minimum Education/Abilities/Skills:

• BA / BS degree in Business preferred

• 2+ years of business experience

Special Notes:

• Travel may be required for office visits and/or meetings [10%-20%, unless otherwise discussed with RC ].