Director, Finance Operations

TrialCard•Morrisville, NC

1d•Onsite

About The Position

This is a high-impact leadership role responsible for building and scaling a best-in-class finance operations function supporting complex, high-volume patient affordability programs. As Valeris continues to grow as a PE-backed organization, this role will play a critical part in strengthening financial discipline, enhancing control environments, and enabling data-driven decision-making across the business. You will partner closely with senior leadership across Finance, Operations, Compliance, Legal, and Technology to drive scalable processes, improve financial transparency, and proactively manage risk in a dynamic and highly regulated environment. The Director of Finance Operations – Patient Affordability provides strategic and operational leadership over financial operations supporting patient assistance programs, including copay and patient assistance program (PAP) structures. This role owns the design and execution of scalable financial processes, ensures strong governance over restricted funds and program activity, and delivers actionable insights to support business performance and long-term sustainability. The Director will play a key role in strengthening the enterprise control environment while enabling efficient, high-quality program execution.

Requirements

Bachelor’s degree in Accounting, Finance, or related field (required)
CPA required
10+ years of progressive finance/accounting experience, including leadership roles
Experience overseeing complex, high-volume financial operations (patient affordability programs copay, PAP, or similar strongly preferred)
Deep expertise in reconciliation-intensive environments, accruals, reserves, and restricted funds
Experience working with ERP systems and financial / program management platforms
Demonstrated ability to operate in a fast paced, evolving environment with a high degree of ownership and accountability
Strong knowledge of GAAP and revenue recognition principles (ASC 606)
Deep expertise in financial controls, governance, and risk management
Strong business judgment with the ability to balance risk, compliance, and operational efficiency
Executive communication and ability to influence cross-functional stakeholders
Advanced analytical capability with the ability to translate data into strategic insight
Process transformation and systems optimization mindset

Nice To Haves

Prefer candidates who can type at least 35 words per minute with 97% accuracy.
flexibility to travel as needed is preferred.

Responsibilities

Establish scalable, standardized processes for restricted funds governance and reconciliation across programs
Strengthen the control environment, ensuring audit readiness and improved financial discipline
Improve visibility into program performance, liabilities, and financial exposure for leadership
Build and develop a high-performing Finance Operations team with clear accountability and ownership
Identify and implement process improvements and automation opportunities to support growth and efficiency
Lead end-to-end financial operations for patient affordability programs, ensuring alignment with organizational objectives and governance standards
Drive financial discipline across program structures, balancing patient access objectives with strong financial stewardship
Partner cross-functionally with Operations, Compliance, Legal, and Technology to align financial frameworks with program requirements
Own governance of restricted funds, including funding structures, disbursement controls, and reconciliation processes across programs
Ensure accuracy, completeness, and timely resolution of reconciliation items across high-volume funding accounts
Design and implement scalable, standardized reconciliation processes and program close-out controls
Define and oversee accounting frameworks for patient affordability programs, including accrual methodologies, reserve strategies, and financial statement impact
Strengthen and evolve internal control environments to mitigate financial, operational, and regulatory risk
Ensure adherence to GAAP and alignment with internal financial policies and governance standards
Provide strategic oversight of third-party administrators and program vendors, ensuring financial accuracy, accountability, and contractual compliance
Oversee invoice validation, financial reconciliation, and dispute resolution processes
Establish control frameworks to ensure data integrity, transaction accuracy, and appropriate program execution
Partner with Legal and Compliance to evaluate financial implications of program design and execution
Lead audit readiness efforts and serve as a key stakeholder during internal and external audits
Support ongoing enhancement of governance frameworks to ensure consistent, compliant program execution
Deliver comprehensive, timely, and accurate financial reporting on program performance, utilization, and financial exposure
Oversee the cash forecasting process, improving accuracy and visibility into financial position
Translate complex financial data into actionable insights for executive leadership
Define and monitor KPIs to assess program effectiveness and financial health
Lead continuous improvement initiatives to enhance efficiency, scalability, and financial accuracy
Drive transformation efforts, including automation, systems optimization, and data integration
Standardize and mature financial processes to support growth and increasing program complexity
Build, develop, and lead a high-performing Finance Operations team
Establish clear accountability, performance expectations and development plans
Foster a culture of ownership, operational excellence, and continuous improvement

Benefits

Medical, dental, and vision plans, including HSA- and FSA-eligible options, with Valeris contributing toward premium costs
Additional health support, including telehealth and Employee Assistance Program (EAP) services
Company match on Health Savings Account contributions
Free Basic Life and AD&D coverage equal to your annual earnings, with a minimum of $50,000 and a maximum of $300,000
Company-paid Short-Term Disability coverage, with the option to purchase Long-Term Disability
401(k) Retirement Savings Plan with 100% match on the first 5% you contribute, with immediate vesting
Paid Time Off (PTO) and Sick Leave to support work-life balance
Team members receive nine paid holidays plus two floating holidays
Opportunities for advancement in a company that supports personal and professional growth
A challenging, stimulating work environment that encourages new ideas
Work for a company that values diversity and makes deliberate efforts to create an inclusive workplace
A mission-driven, inclusive culture where your work makes a meaningful impact