Chief Financial Operations Manager

6 days ago


Dallas, Texas, United States Integrity Marketing Shared Services Center Full time

About the Role:

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As a highly skilled Treasury Leader, you will play a critical role in driving our cash management strategy and improving treasury operations at Integrity Marketing Shared Services Center.

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Your Key Responsibilities:

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  • Develop best-in-class cash operations by evaluating new banking products and services, and continuing to evolve our global cash management strategy to align with our company's strategic vision.">
  • Collaborate with accounting teams to manage our cash needs and minimize risk on intercompany balances.">
  • Work closely with finance leadership to manage our portfolio, weighing risk and cash funding requirements against opportunities for additional yield.">
  • Partner with FP&A to drive efficiencies and accuracy in our cash flow forecasting process and improve cash and investment reporting to senior executives and the audit committee.">
  • Create and/or improve treasury processes, implementing system or process improvements to support hyper-growth at scale, working with business partners to facilitate key cross-functional initiatives.">
  • Stay current on regulatory developments and requirements, leading adoption and compliance (e.g., FBAR, FATCA, DF, etc.). Manage SOX and audit compliance.">
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What We're Looking For:

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We seek a seasoned professional with 6+ years of operational treasury experience, preferably with a CTP certification. A Bachelor's degree in accounting or finance is required. Additional experience in accounting is a plus, but not mandatory. You should have 4+ years of experience leading and developing treasury teams, with an intermediate understanding of cash management-general treasury principles and processes, general accounting knowledge, and ability to interpret our firm's complex multi-entity fund structure.

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The Ideal Candidate:

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You are an independent thinker with excellent communication skills, able to work collaboratively with teams in a fast-paced environment. You possess strong analytical, financial, and systems skills, including advanced spreadsheet and modeling skills. Strong experience with bank reconciliations, knowledge of banking systems, and experience with wire and ACH templates are a plus.

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About Us:

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Integrity Marketing Shared Services Center is a leading independent distributor of life, health, and wealth insurance products. With a strong insurtech focus, we prioritize innovative approaches to serving agents and clients. Our mission is to help people protect their life, health, and wealth so they can prepare for the good days ahead. Join us as we continue to grow and expand our team.

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Estimated Salary Range: $90,000 - $140,000 per year, depending on experience.



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