Director, Finance Operations & Statutory Reporting

The Mutual Group

1d • Hybrid

About The Position

The Director, Finance Operations & Statutory Reporting, is a key leadership role that regularly engages in strategic financial conversations with member institutions and The Mutual Group (TMG) senior leaders to support successful financial outcomes. This role directs end‑to-end statutory accounting, regulatory filings, treasury operations, financial controls, SOC reporting, and operational processes that support Member‑related financial activities. The Director ensures strong financial governance, operational excellence, and compliance with regulatory and audit requirements while partnering closely across Finance, Actuarial, Treasury, Technology, and Executive leadership. Employees who live within 30 miles of the TMG home office are expected to follow a hybrid or in-office schedule. The initial training period may require additional in‑office days.

Requirements

• Bachelor’s degree in accounting, finance or equivalent combination of training and/or experience required.
• 10+ years of progressive experience in statutory accounting, insurance financial reporting, treasury or related finance roles.
• Prior leadership experience within an insurance company or regulated financial institution required.
• Exceptional communication skills with the ability to articulate complex financial matters to executive leaders, regulators, and auditors.
• Highly analytical, detail‑oriented, and solution‑focused.
• Strong change leadership and process improvement mindset.
• Ability to manage competing priorities in a dynamic and regulated environment.
• Deep knowledge of NAIC Statutory Accounting Principles (SAP) and insurance regulatory reporting.
• Strong understanding of insurance operations, treasury operations, internal controls, SOC frameworks, financial data and financial governance.
• Demonstrated ability to lead high‑performing teams and manage complex financial processes.
• Proficiency with financial systems, general ledger platforms, and reporting tools.

Nice To Haves

• Certified Public Accountant (CPA) strongly preferred.
• Experience at a global public accounting firm and/or public company desired.

Responsibilities

• Cross‑Functional & Strategic Leadership Serve as a strategic advisor to our members’ senior Finance and Executive leadership on statutory reporting, financial operations, and control matters.
• Collaborate across Actuarial, Finance, Investments, Legal, and Technology to ensure aligned financial reporting and operational processes.
• Lead or support enterprise initiatives involving regulatory change, system transformation, financial modernization, and risk management.
• Anticipate and analyze financial challenges and opportunities before the business impact is critical.
• Provide strategic leadership and coaching to Finance team members, fostering a high performing culture of accountability, collaboration, and development.
• Build and maintain strong relationships with key stakeholders, including senior management, business units, and external partners.
• Member Finance Operations Oversee core finance operational activities including general ledger management, account reconciliations, and financial process optimization.
• Champion continuous improvement initiatives across the Finance organization focused on efficiency, automation, and accuracy.
• Oversee Finance technology strategy and operations, including the strategic direction of TMG’s Finance operations in support of building a scalable platform for TMG.
• All other duties as assigned.
• Statutory Reporting & Regulatory Compliance Oversee the preparation, review, and submission of quarterly and annual statutory financial statements in accordance with NAIC SAP, state regulatory requirements, and applicable insurance regulations.
• Lead interactions with external auditors and support our member institutions’ interactions with state insurance departments and rating agencies related to statutory reporting matters.
• Ensure compliance with all statutory accounting updates, emerging regulations, and reporting guidance.
• Maintain an effective governance framework for statutory close processes, documentation, and internal controls.
• Responsible for overseeing the accuracy, integrity, and timeliness of statutory financial reporting for our member institutions.
• Oversee the proactive monitoring, assessment, documentation, implementation and communication of proposed accounting standards and accounting policies.
• Provide ongoing guidance to members’ management on accounting implications of complex transactions, new products or contracts, working with business leaders to implement any necessary processes and controls.
• Provides meaningful analysis of financial results to member management and supports member management through accounting research and analysis.
• Maintain current knowledge of topics and emerging issues arising from the FASB, AICPA, NAIC and all other governing bodies.
• Financial Controls & SOC Reporting Lead TMG’s financial control framework, including SOC reporting, control documentation, external audit coordination, and remediation oversight.
• Maintain robust internal control practices supporting financial reporting, treasury, and finance operations.
• Partner with IT, external auditors, and member Internal Audit teams to ensure timely and accurate control testing and reporting.
• Treasury Operations Direct daily liquidity management, cash positioning, bank relations, and investment operations support.
• Oversee treasury policies, cash forecasting, and liquidity risk management processes.
• Ensure strong operational controls in treasury processes, including payment authorization, banking access, and reconciliation oversight.

Benefits

• Competitive base salary plus incentive plans for eligible team members
• 401(K) retirement plan that includes a company match of up to 6% of your eligible salary
• Free basic life and AD&D, long-term disability and short-term disability insurance
• Medical, dental and vision plans to meet your unique healthcare needs
• Wellness incentives
• Generous time off program that includes personal, holiday and volunteer paid time off
• Flexible work schedules and hybrid/remote options for eligible positions
• Educational assistance

What This Job Offers

• Job Type: Full-time
• Career Level: Director