FINANCE

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Controller | Healthcare Finance Leadership | Paris, TX

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Controller

📍 Paris, Texas (Onsite)
💼 Full-Time | Senior Leadership Opportunity
💰 $100,000 – $125,000 Base Salary
💵 $10,000 Signing Bonus (with 2-Year Commitment)
📦 Relocation Assistance Available
❌ No Visa Sponsorship Available

Lead Financial Operations for a Growing Healthcare Organization

An established healthcare provider is seeking a Controller to oversee financial operations, accounting functions, budgeting, audits, and departmental performance within a critical healthcare environment.

This is an outstanding opportunity for an experienced healthcare finance professional to step into a highly visible leadership role, working directly alongside executive leadership while helping shape the financial strategy and operational success of the organization.

The successful candidate will play a key role in ensuring financial integrity, operational efficiency, regulatory compliance, and long-term organizational success while leading a dedicated finance team in a mission-driven environment.

Why This Opportunity Stands Out

✅ Direct partnership with the Chief Financial Officer

✅ Leadership role with significant organizational impact

✅ Opportunity to influence financial strategy and operational performance

✅ Stable healthcare environment with strong community presence

✅ $10,000 signing bonus available

✅ Relocation assistance offered

✅ Comprehensive benefits package

✅ Opportunity to build, mentor, and develop finance teams

Key Responsibilities

Financial Leadership

  • Direct and oversee all accounting and financial operations.

  • Ensure alignment between departmental objectives and organizational goals.

  • Maintain financial integrity, compliance, and reporting accuracy.

  • Develop and implement departmental goals, plans, and performance standards.

Budgeting & Financial Management

  • Prepare, monitor, and evaluate departmental budgets.

  • Ensure operations remain aligned with approved funding and financial objectives.

  • Analyze financial performance and identify opportunities for improvement.

  • Support executive leadership with financial planning and decision-making.

Audit & Compliance

  • Coordinate and manage internal and external audits.

  • Ensure compliance with applicable financial, legal, and regulatory requirements.

  • Maintain strong internal controls and financial governance practices.

Team Leadership

  • Lead staffing initiatives including:

    • Hiring

    • Onboarding

    • Performance management

    • Professional development

    • Continuing education

  • Foster a culture of accountability, collaboration, and continuous improvement.

  • Create an environment that supports professional growth and leadership development.

Operational Excellence

  • Evaluate departmental performance and service delivery.

  • Drive quality improvement initiatives.

  • Resolve operational challenges and support organizational objectives.

  • Partner with leadership across the organization to improve efficiency and effectiveness.

Required Qualifications

✔ Bachelor's Degree required

✔ Minimum 2+ years of Controller or senior-level finance leadership experience

✔ Healthcare or hospital finance experience required

✔ Strong understanding of:

  • Financial reporting

  • Budgeting and forecasting

  • Audit management

  • Compliance and internal controls

  • Healthcare finance operations

✔ Proven leadership experience managing teams and departmental performance

✔ Excellent communication and stakeholder management skills

The Ideal Candidate

You are a hands-on healthcare finance leader who enjoys balancing strategic financial oversight with operational execution.

You have experience working within a hospital or healthcare setting, understand the unique financial challenges facing healthcare organizations, and can effectively partner with executive leadership to drive sound financial decisions.

You are equally comfortable managing audits, overseeing budgets, mentoring staff, and providing financial guidance that supports both organizational growth and patient care objectives.

Benefits

🏥 Medical Insurance

🦷 Dental Insurance

👓 Vision Insurance

❤️ Life Insurance

💰 Retirement Plan

🏖 Paid Time Off

📈 Additional Employee Benefits

📦 Relocation Assistance Available

💵 $10,000 Signing Bonus

Company Culture

This organization believes exceptional patient outcomes begin with exceptional people.

The culture is built around collaboration, accountability, integrity, respect, and continuous improvement. Leaders are approachable, supportive, and committed to creating an environment where employees feel valued, empowered, and encouraged to grow professionally.

Core values include:

  • Delivering exceptional patient care

  • Doing the right thing

  • Embracing diverse perspectives

  • Leading with kindness and respect

  • Working together to make a meaningful impact

Interview Process

Step 1

Interview with the Chief Financial Officer

Ready to Take the Next Step?

If you're a healthcare finance leader looking for an opportunity where your expertise will directly influence organizational success, team development, and financial performance, this is an exceptional opportunity to advance your career while making a meaningful impact in a patient-focused environment.

 

Chief Financial Officer (CFO) | Healthcare Finance Leadership | AZ, GA & TX

Chief Financial Officer (CFO)

📍 Multiple U.S. Locations | 100% Onsite – Chandler, AZ – Valdosta, GA – El Paso, TX
💰 $140,000 - $180,000 Base Salary + Performance Bonus
🚚 Relocation Assistance Available
🏥 Healthcare Leadership Opportunity
📈 Multiple Openings Available

Lead the Financial Strategy of a Growing Healthcare Organization

An established and rapidly expanding healthcare provider is seeking experienced Chief Financial Officers to join its executive leadership teams across multiple facilities nationwide.

This is an exceptional opportunity for a finance leader who wants to move beyond traditional accounting and become a true strategic partner to the CEO, helping drive operational excellence, financial performance, revenue growth, and long-term organizational success.

As a member of the senior leadership team, you'll play a critical role in shaping both the financial and operational direction of the facility. You'll oversee all aspects of financial management while partnering closely with executive leadership to improve profitability, optimize revenue cycle performance, support growth initiatives, and ensure exceptional fiscal stewardship.

This role is ideal for a hands-on healthcare finance executive who enjoys influencing strategy, leading teams, solving complex challenges, and making a measurable impact on patient care operations.

Why This Opportunity Stands Out

This is not a back-office finance role.

You'll be a key voice at the executive table, helping guide critical business decisions while overseeing all financial operations of a healthcare facility.

The organization continues to invest heavily in growth, leadership development, and internal advancement, creating outstanding opportunities for ambitious finance leaders seeking long-term career progression.

Highlights include:

  • Executive leadership position with direct influence on facility performance

  • True partnership with the CEO and operational leadership team

  • Oversight of the full financial function, including revenue cycle operations

  • Opportunity to drive strategic initiatives and operational improvements

  • Leadership responsibility across multiple business functions

  • Significant visibility with senior corporate leadership

  • Clear pathways for advancement within a large national healthcare network

The Opportunity

As the Facility CFO, you will have overall responsibility for the financial health and performance of the organization while serving as a trusted advisor to the CEO and leadership team.

You will oversee:

  • Financial reporting and accounting operations

  • Revenue cycle management

  • Business office functions

  • Budgeting and forecasting

  • Strategic financial planning

  • Capital planning

  • Department productivity and staffing

  • Financial compliance and internal controls

  • Operational performance analysis

  • New service line financial modeling and evaluation

Your ability to translate financial information into actionable business decisions will be critical to the facility's success.

Key Responsibilities

Executive Financial Leadership

  • Serve as a key member of the senior leadership team

  • Partner closely with the CEO on strategic and operational decision-making

  • Provide financial leadership across all departments

  • Support long-term growth initiatives and business planning efforts

  • Deliver meaningful financial insights that drive performance improvements

Financial Management & Reporting

  • Ensure timely and accurate month-end close processes

  • Oversee preparation of monthly financial statements

  • Maintain accurate balance sheet reconciliations

  • Ensure compliance with corporate accounting policies and internal controls

  • Prepare forecasts, operating reports, certifications, disclosures, and financial analyses

  • Support internal and external audit activities

Revenue Cycle Leadership

  • Direct and oversee the full revenue cycle operation

  • Drive improvements in cash collections and accounts receivable performance

  • Monitor AR days, denials, bad debt, and reimbursement trends

  • Ensure front-end revenue cycle processes are optimized

  • Oversee insurance verification and patient financial responsibility processes

  • Partner with operational teams to maximize net revenue performance

Budgeting, Forecasting & Strategic Planning

  • Lead annual operating budget development

  • Drive long-range financial planning and forecasting

  • Provide ongoing variance analysis and performance reporting

  • Support strategic planning initiatives

  • Develop financial models and pro formas for new services and growth opportunities

  • Lead capital planning and capital expenditure requests

Operational & Departmental Leadership

  • Provide oversight for accounting, patient accounting, health information management, materials management, and other assigned functions

  • Ensure departments are appropriately staffed, trained, and supported

  • Develop managers through financial education and performance coaching

  • Support productivity improvement initiatives

  • Drive accountability across functional areas

Compliance & Risk Management

  • Ensure compliance with applicable healthcare regulations and reimbursement requirements

  • Maintain strong internal controls and approval processes

  • Support cost reporting and reimbursement activities

  • Monitor purchasing practices and vendor contract compliance

  • Ensure proper management of system access and data security controls

What We're Looking For

Required Qualifications

  • Bachelor's Degree in Accounting, Finance, Business Administration, or related field

  • Minimum 5 years of healthcare finance leadership experience

  • Previous experience as a CFO or senior financial leader within a healthcare environment

  • Strong financial analysis and business planning expertise

  • Direct experience with:

    • Month-end close

    • Expense management

    • Budgeting and forecasting

    • Revenue cycle oversight

    • Business office operations

    • FTE management

  • Experience leading and developing teams

  • Advanced Excel and financial systems proficiency

  • Strong communication and executive presentation skills

Highly Preferred

  • Stand-alone inpatient behavioral health experience

  • For-profit healthcare experience

  • Behavioral health facility experience with inpatient beds

  • Experience leading revenue cycle operations within healthcare environments

  • Managed care reimbursement expertise

  • Healthcare cost reporting experience

  • Previous exposure to proprietary healthcare information systems

Preferred Credentials

  • Master's Degree (MBA, MHA, or related field)

  • CPA designation

Leadership Profile

Successful candidates will bring:

  • Executive presence and leadership maturity

  • Strong emotional intelligence

  • Strategic thinking capabilities

  • Excellent business partnership skills

  • Ability to influence across all levels of the organization

  • High ethical standards and professional integrity

  • Exceptional organizational and prioritization skills

  • Comfort operating in fast-paced healthcare environments

Compensation & Benefits

💰 Base Salary: $140,000 - $180,000

Additional Rewards Include:

  • Industry-leading annual performance-based bonus opportunity

  • Comprehensive medical, dental, and vision coverage

  • 401(k) with company match

  • Stock-based incentive opportunities

  • Generous paid time off package

  • Paid holidays

  • Leadership development programs

  • Ongoing professional training and education

  • Relocation assistance for qualified candidates

  • Career advancement opportunities within a large national healthcare network

Why Join?

This is an outstanding opportunity for a healthcare finance leader who wants to play a meaningful role in both financial and operational decision-making while helping shape the future of a growing healthcare organization.

You'll have the opportunity to influence strategy, partner directly with executive leadership, lead talented teams, and drive measurable business results—all while building a long-term career with an organization that is committed to investing in its people and promoting from within.

If you're a healthcare finance executive looking for your next leadership challenge, we'd love to hear from you.

 

Director of Payroll | Oracle Fusion Payroll Leadership | Brentwood, TN Hybrid

Director of Payroll

📍 Brentwood, Tennessee (Hybrid)
💼 Full-Time | Senior Leadership Opportunity
💰 $145,000 – $160,000 Base Salary
🎁 Signing Bonus: Negotiable
📦 Relocation Assistance Available
✈️ Up to 20% Travel
❌ No Visa Sponsorship Available

Lead Payroll Operations at Enterprise Scale

An industry-leading organization is seeking a Director of Payroll to lead payroll operations for a highly complex, multi-state workforce of approximately 55,000 employees nationwide.

This is a rare opportunity for an accomplished payroll leader to step into a highly visible role where you'll influence both payroll operations and payroll technology strategy. You'll serve as the operational leader for enterprise payroll while acting as the key business owner for Oracle Payroll, partnering closely with HR, Finance, and IT to optimize systems, drive efficiencies, and support ongoing transformation initiatives.

If you're passionate about operational excellence, process improvement, and leveraging technology to improve payroll performance at scale, this could be the career-defining opportunity you've been looking for.

What You'll Be Doing

Enterprise Payroll Leadership

  • Lead payroll operations across a large, multi-state employee population.

  • Ensure accurate, timely, and compliant payroll processing across multiple payroll cycles.

  • Provide strategic leadership to a payroll function consisting of:

    • 2 Payroll Managers

    • Approximately 40 indirect team members

  • Drive operational excellence, accountability, and service delivery improvements.

Oracle Payroll Leadership

  • Serve as the business owner and subject matter expert for Oracle Payroll.

  • Partner closely with HR, Finance, HRIS, and IT teams.

  • Lead post-implementation Oracle Payroll activities including:

    • Quarterly release testing

    • Payroll validation

    • Troubleshooting and issue resolution

    • System enhancements

    • Ongoing optimization efforts

  • Support future payroll transformation initiatives and additional in-sourcing activities.

Process Improvement & Transformation

  • Identify opportunities to improve payroll processes and workflows.

  • Drive automation and operational efficiencies.

  • Improve reporting, controls, compliance, and system functionality.

  • Lead continuous improvement initiatives that enhance both employee and business outcomes.

What We're Looking For

Required Experience

✔ 10+ years of progressive payroll leadership experience within large, complex organizations

✔ Hands-on experience with:

  • Oracle Fusion Payroll

  • Oracle Payroll Cloud

  • Enterprise Oracle Payroll environments

✔ Demonstrated post-go-live Oracle Payroll experience including:

  • Quarterly release testing

  • Payroll validation

  • Troubleshooting

  • Enhancement requests

  • System optimization

✔ Experience serving as:

  • Payroll Business Lead

  • Payroll Subject Matter Expert (SME)

✔ Strong partnership experience working alongside:

  • HR

  • Finance

  • HRIS

  • IT

✔ Multi-state payroll leadership experience

✔ Proven experience leading payroll teams within enterprise or shared services environments

✔ Deep understanding of:

  • Payroll operations

  • Payroll compliance

  • Payroll accounting

  • General ledger reconciliation

Preferred Experience

⭐ Oracle Payroll implementation experience

⭐ Oracle HCM experience

⭐ Shared Services environments

⭐ Payroll automation initiatives

⭐ Payroll transformation and process improvement projects

⭐ Healthcare industry experience strongly preferred

The Ideal Candidate

The successful candidate will have owned payroll operations within an Oracle Payroll environment—not simply participated in an implementation project.

We're seeking a leader who has actively managed payroll following Oracle go-live and has hands-on experience with:

  • Quarterly releases

  • Payroll testing and validation

  • System enhancements

  • Troubleshooting

  • Operational optimization

Candidates whose Oracle experience is limited to ERP, Financials, HRIS consulting, project management, or HCM implementations without direct payroll ownership are unlikely to be a fit.

Why This Opportunity Stands Out

✅ Executive-level visibility and influence

✅ Lead payroll operations for a 55,000-employee enterprise

✅ Significant Oracle Payroll ownership and strategic impact

✅ Opportunity to drive transformation, automation, and process improvements

✅ Collaborative leadership environment with strong cross-functional partnerships

✅ Relocation support available

✅ Hybrid work arrangement

✅ Stable organization with long-term growth initiatives

Interview Process

  1. Talent Acquisition Interview

  2. Senior Payroll Leadership Interview

  3. Executive Leadership Interview

Screening Questions

1. Oracle Payroll Experience

Please describe your hands-on experience with Oracle Payroll. Which version(s) have you supported, and what were your primary responsibilities?

2. Post-Go-Live Support

Describe your experience supporting Oracle Payroll after implementation. What role have you played in:

  • Quarterly release testing

  • Troubleshooting

  • Payroll validation

  • Enhancement requests

  • Ongoing optimization

3. Payroll Leadership Scope

Describe the largest payroll operation you've led, including:

  • Number of employees

  • Number of payroll cycles

  • States supported

  • Team size and leadership responsibilities

4. Business Leadership Experience

Have you served as the Payroll business lead or subject matter expert partnering directly with HR, Finance, HRIS, and IT teams? Please provide an example.

Ready for Your Next Leadership Challenge?

This is an exceptional opportunity for an enterprise payroll leader with deep Oracle Payroll expertise to take ownership of a large-scale payroll function, influence technology strategy, and help shape the future of payroll operations within a complex national organization.

 

Senior Finance Solutions Specialist – Hybrid (Chicago, New York, Boston, Louisville, Phoenix, Urbandale or London)

Senior Finance Solutions Specialist

📍 Locations: Chicago, IL | New York, NY | Boston, MA | Louisville, KY | Phoenix, AZ | Urbandale, IA | London, UK
🏠 Work Arrangement: Hybrid (3 Days Office / 2 Days Remote)
💼 Employment Type: Full-Time
🚫 Visa Sponsorship: Not Available
🚚 Relocation Assistance: No
💰 Compensation: $131,000 – $200,000

Overview

A global professional services organization is seeking a Senior Finance Solutions Specialist to serve as the techno-functional lead for enterprise finance systems, helping drive the evolution, integration, and optimization of cloud-based ERP and Professional Services Automation (PSA) platforms.

This role is ideal for someone who can bridge the gap between finance, technology, and business stakeholders—combining deep functional knowledge of financial processes with strong technical and solution architecture capabilities.

Key Responsibilities

Finance Systems & Solution Design

  • Partner with Finance, Business, and Technology teams to gather requirements and define solutions.

  • Translate business needs into user stories, functional requirements, and acceptance criteria.

  • Design end-to-end ERP and PSA solutions.

  • Conduct fit-gap analysis and provide recommendations on functionality, risks, and implementation approaches.

ERP & PSA Administration

  • Serve as the subject matter expert for finance applications.

  • Manage system enhancements, configuration, optimization, and troubleshooting.

  • Support financial processes including:

    • Revenue Recognition

    • Billing & Invoicing

    • Time Entry

    • Work-in-Progress (WIP)

    • Backlog Reporting

    • Month-End Close

Integration & Technical Leadership

  • Define integration architecture and data flows.

  • Support API and system integrations.

  • Guide development teams and troubleshoot complex issues.

  • Ensure solution quality and scalability.

Stakeholder Management

  • Act as liaison between business users and technical teams.

  • Lead User Acceptance Testing (UAT) and change management initiatives.

  • Deliver training, documentation, and ongoing support.

  • Communicate effectively with both technical teams and senior leadership.

Required Qualifications

Education

  • Bachelor's Degree in:

    • Computer Science

    • Information Systems

    • Related Technical Field

Experience

  • 5+ years of ERP, finance systems, or finance technology experience.

  • Strong enterprise finance and accounting process knowledge.

  • Experience delivering solutions in Agile (Scrum/SAFe) environments.

  • Experience working directly with business leaders and senior stakeholders.

Required Functional Expertise

✔ Revenue Recognition

✔ Billing & Invoicing

✔ Work-in-Progress (WIP)

✔ Backlog Reporting

✔ Month-End Close

✔ Enterprise Finance / ERP Systems

✔ Business Process Analysis

✔ Solution Design

Strongly Preferred

Certinia (formerly FinancialForce)

  • 3–4+ years supporting:

    • Certinia ERP

    • Certinia PSA

    • Project Accounting

    • Resource Management

    • Financial Management

    • Time & Expense

    • Billing

    • Multi-Currency Environments

    • Project Economics

Note: Certinia is highly desired but not mandatory.

Candidates with strong experience in:

  • Salesforce Platform

  • ERP Implementations

  • Financial Systems

  • Revenue Recognition

  • Billing Solutions

  • Finance Transformation

will also be considered.

Technical Skills

✔ Salesforce Platform

✔ Enterprise ERP Systems

✔ Certinia / FinancialForce (Preferred)

✔ Jira

✔ ServiceNow

✔ Azure DevOps

✔ API & Data Integrations

✔ Agile Delivery Methodologies

✔ Solution Architecture

✔ UAT & Change Management

Ideal Candidate

The ideal candidate is a highly technical, hands-on finance systems expert who can both solve complex system problems and communicate effectively with executive stakeholders.

They will possess:

  • Strong finance ERP implementation experience.

  • Deep understanding of accounting processes and revenue recognition.

  • Ability to work independently and "get into the weeds" technically.

  • Strong troubleshooting and analytical skills.

  • Ability to explain technical concepts in business language.

  • Experience leading discussions with Finance leadership and C-suite stakeholders.

  • Strong techno-functional consulting background.

Candidate Profile

Requirement

Details

Experience

5+ Years

Seniority

Mid-Senior

Education

Bachelor's Degree

Work Arrangement

Hybrid

ERP Experience

Required

Revenue Recognition

Required

Billing & WIP

Required

Certinia

Strongly Preferred

Salesforce

Preferred

Sponsorship

Not Available

Screening Questions

  1. What ERP or finance systems have you implemented or supported?

  2. Describe your experience with revenue recognition, billing, WIP, and backlog reporting.

  3. Have you worked with Certinia (FinancialForce) ERP or PSA solutions?

  4. What role have you played in finance system implementations or transformations?

  5. Have you worked directly with senior business stakeholders or executives?

  6. What Agile methodologies and delivery tools have you used (Jira, ServiceNow, Azure DevOps, etc.)?

  7. Can you describe a complex finance systems issue you personally diagnosed and resolved?

What Makes Someone Successful in This Role?

  • Strong blend of technical and functional finance expertise.

  • Ability to lead discussions with both developers and executives.

  • Deep understanding of ERP systems and accounting processes.

  • Hands-on problem solver, not purely a project manager.

  • Comfortable designing solutions, troubleshooting issues, and driving adoption.

  • Able to translate business requirements into scalable technology solutions.

 

Finance Director – Wealth & Annuity Segment (Remote USA)

Finance Director – Wealth & Annuity Segment (Remote)

📍 Location: Fully Remote (U.S.)
✈️ Travel: Monthly travel to corporate headquarters in Wisconsin
💼 Employment Type: Full-Time
🚫 Visa Sponsorship: Not Available
🚚 Relocation Assistance: Possible for Exceptional Candidates
💰 Bonus Eligible: Yes

Overview

A leading financial services organization is seeking a Finance Director – Wealth & Annuity Segment to serve as the strategic finance partner supporting a multi-billion-dollar Wealth business focused on Annuities, Pension Risk Transfer (PRT), and Retirement Solutions.

This highly visible leadership role will partner directly with senior business executives to drive growth, profitability, capital allocation, forecasting, pricing strategy, and long-term business planning.

Key Responsibilities

Strategic Finance Leadership

  • Serve as the primary finance partner to Wealth Segment leadership.

  • Provide financial guidance on strategic planning, growth initiatives, and profitability improvement.

  • Support executive decision-making through financial modeling and business analysis.

  • Lead financial forecasting, budgeting, variance analysis, and performance management.

Wealth & Annuities Business Support

  • Support the annuity, pension risk transfer (PRT), and retirement product businesses.

  • Evaluate product profitability, pricing strategies, and capital deployment decisions.

  • Partner across actuarial, investment, finance, and business teams to drive results.

Financial & Actuarial Collaboration

Work closely with teams responsible for:

  • Asset Liability Management (ALM)

  • Investment Management

  • Product Pricing & Design

  • Capital Management

  • Reinsurance Strategy

  • Valuation & Financial Reporting

Leadership & Team Development

  • Lead and develop finance talent.

  • Drive cross-functional finance initiatives and enterprise projects.

  • Promote financial discipline and business accountability across the organization.

  • Improve financial literacy among business leaders and stakeholders.

Required Qualifications

Education

  • Bachelor’s Degree in Finance, Accounting, Economics, Actuarial Science, or related discipline.

  • MBA or advanced business degree preferred.

Experience

  • 12+ years of finance leadership experience within financial services.

  • 4–5 years leading teams or directing finance resources.

  • 3–5 years advising senior executives and influencing business strategy.

  • Strong background in:

    • Financial Planning & Analysis (FP&A)

    • Forecasting & Business Performance Management

    • Product Profitability

    • Strategic Financial Modeling

Professional Credentials (Preferred)

  • CPA

  • CMA

  • FSA / ASA

  • CFA

  • CLU

  • ChFC

Preferred Experience

✔ Deep expertise in Annuities and/or Pension Risk Transfer (PRT)

✔ Strong understanding of:

  • Insurance Balance Sheets

  • Liability-Driven Investing (LDI)

  • Capital Management

  • Insurance Product Economics

✔ Actuarial or highly quantitative background preferred:

  • FSA / ASA

  • CFA

  • Advanced Financial Modeling Experience

✔ Experience partnering with senior leaders in large insurance or retirement services organizations

Ideal Candidate

The ideal candidate is a strategic finance leader with deep expertise in the annuity and retirement products space who can bridge finance, actuarial, investments, and business strategy.

They will bring:

  • Significant insurance industry experience

  • Strong understanding of annuity and PRT products

  • Executive-level business partnering skills

  • Advanced financial modeling and analytical capabilities

  • Proven leadership experience managing high-performing finance teams

  • Ability to influence complex strategic decisions across a large organization

Candidate Snapshot

Requirement

Details

Experience

12+ Years Finance Leadership

Industry

Insurance / Financial Services

Seniority

Director Level

Leadership Experience

Required

Education

Bachelor's Degree Required

Remote

Yes

Travel

Monthly to Wisconsin HQ

Bonus Eligible

Yes

Relocation

Possible

Sponsorship

Not Available

Key Screening Questions

  1. Do you have significant experience in the insurance or retirement services industry?

  2. Have you supported annuity and/or pension risk transfer (PRT) products?

  3. Do you have experience partnering with executive leadership teams?

  4. Have you led finance teams and strategic planning functions?

  5. Do you have experience with ALM, pricing, capital management, or actuarial-driven financial analysis?

  6. Do you hold any professional designations such as CPA, CFA, ASA, or FSA?

  7. Are you comfortable with monthly travel to corporate headquarters?

Why Consider This Opportunity?

  • Fully remote leadership position.

  • Strategic partnership with executive business leaders.

  • Influence a multi-billion-dollar Wealth & Retirement business.

  • Exposure to annuities, pension risk transfer, investments, actuarial, and capital management.

  • Strong compensation, bonus potential, and executive-level visibility.

  • Opportunity to shape long-term business strategy and growth initiatives.

 

Tax Manager – Atlanta, GA (Hybrid)

Tax Manager

📍 Location: Atlanta, Georgia (Hybrid Schedule)
🏢 Industry: Retail / Wholesale – Corporate
💼 Employment Type: Full-Time
🏠 Work Model: Hybrid (Scheduled Work From Home Days)

💰 Compensation & Benefits

  • Base Salary: $104,000 – $156,000

  • Full benefits package included

  • No relocation assistance available

  • No visa sponsorship available

🚀 Position Overview

The Tax Manager plays a critical role in ensuring the organization meets all federal, state, and local tax obligations while identifying strategic opportunities that support both the business and its shareholders.

This role blends:

  • Deep technical tax expertise

  • Strategic tax planning

  • Process improvement

  • Automation and technology initiatives

  • Cross-functional collaboration

This is more than a traditional compliance position. The ideal candidate will help redesign and optimize tax processes while supporting a fast-growing, complex business environment.

The organization values professionals who can partner strategically with the business while driving operational excellence across the tax function.

🔧 Key Responsibilities

Tax Compliance & Reporting

  • Prepare and review:

    • Federal income tax returns

    • State income tax returns

    • Consolidated filings

    • Unitary state returns

  • Support tax calculations and reporting for:

    • Form 1120-S

    • Fiduciary returns

    • Individual income tax filings

    • Estimated tax payments

  • Participate in federal, state, and local tax audits

  • Review and resolve tax entry discrepancies

  • Communicate directly with government agencies as needed

Tax Planning & Strategy

  • Identify tax planning opportunities and process efficiencies

  • Support shareholder and corporate tax planning initiatives

  • Develop tax models and planning tools using compliance data

  • Assist with integration of acquired companies into tax workflows

  • Identify post-acquisition tax optimization opportunities

Process Improvement & Automation

  • Utilize technologies such as:

    • AI

    • Alteryx

    • Tax automation tools

  • Drive increased efficiency across compliance workflows

  • Evaluate and improve existing tax processes

  • Support scalable tax process redesign initiatives

Research & Technical Analysis

  • Conduct tax research and prepare supporting technical documentation

  • Interpret evolving federal and state tax legislation

  • Assess business impacts and identify value-added opportunities

  • Collaborate with Government Relations on legislative initiatives and impacts

Cross-Functional Collaboration

  • Partner closely with:

    • Accounting

    • Construction

    • Supply & Distribution

    • Legal

    • Other business stakeholders

  • Ensure accurate tax treatment and efficient information flow

  • Provide strategic tax guidance to operational teams

Leadership & Team Development

  • Mentor and support staff and senior tax professionals

  • Assist leadership with succession planning and professional development

  • Foster a collaborative and continuous improvement culture

📈 Success Measures (First 6–12 Months)

Successful candidates will:

  • Develop strong understanding of legal entities and tax footprints

  • Deliver timely and accurate federal and state tax filings

  • Take ownership of complex compliance areas

  • Implement meaningful automation and process improvements

  • Successfully integrate acquired entities into compliance workflows

  • Build strong cross-functional relationships

  • Demonstrate proficiency in OneSource and related tax technologies

  • Support development of junior team members

✅ Required Qualifications

  • Bachelor’s Degree in Accounting

  • Active CPA license

  • 5+ years of income tax experience including:

    • Corporate tax

    • Federal compliance

    • State compliance

  • Strong technical knowledge of:

    • Federal income tax laws

    • State income tax laws

  • Experience with:

    • Consolidated federal returns

    • Unitary state returns

  • Public accounting experience at Manager level

  • Advanced Microsoft Excel proficiency

  • Strong analytical and problem-solving skills

  • Ability to manage high-volume compliance work accurately and efficiently

⭐ Preferred Qualifications

  • Experience with:

    • OneSource

    • Workday

    • BNA Fixed Assets

  • Familiarity with:

    • Tax automation tools

    • Process optimization

    • AI-enabled workflows

🛠️ Core Skills

✔ Income Tax
✔ Federal Taxes
✔ State Taxes
✔ Consolidated Returns
✔ Unitary Filings
✔ Tax Compliance
✔ Tax Planning
✔ Tax Research
✔ Process Improvement
✔ Automation & AI Tools
✔ Alteryx
✔ OneSource
✔ Audit Support
✔ Financial Analysis
✔ Cross-Functional Collaboration
✔ Team Mentorship

📝 Screening Questions

  1. Do you have strong experience with federal and state income tax compliance?

  2. Have you managed complex consolidated return filings?

  3. Do you manage compliance with state-specific nuances such as combined reporting or throwback rules?

  4. Have you defended tax positions during audits?

  5. Can you demonstrate ownership of complex compliance areas, including consolidated and unitary returns?

🎯 Ideal Candidate

The ideal candidate is a technically strong tax professional with a background in public accounting and corporate tax compliance who wants to move beyond routine compliance into a more strategic and transformational role.

They will bring:

  • Strong federal and state tax expertise

  • Experience handling complex consolidated and unitary filings

  • Passion for automation and operational improvement

  • Strong analytical and research capabilities

  • Leadership and mentoring skills

  • Ability to partner effectively across the business

📋 Candidate Snapshot

Requirement

Details

Experience

7–10 years

Education

Bachelor’s Degree

Certification

CPA Required

Industry

Corporate / Retail preferred

Work Model

Hybrid

Travel

None

Sponsorship

Not available

🌟 Why Join

  • Opportunity to modernize and shape the future of the tax function

  • Direct exposure to executive leadership

  • Collaborative and strategic work environment

  • Strong work-life balance compared to public accounting

  • Opportunity to drive automation and AI initiatives

  • High-impact role supporting a growing organization

 

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