Assistant Vice President, Finance & Accounting

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    "ExternalDescriptionStr": "<p style=\"margin-left:0px\">Salary Range: $125k-$150k + bonus</p>\n<p style=\"margin-left:0px\">&nbsp;</p>\n<p style=\"margin-left:0px\">EXL is seeking an experienced Assistant Vice President (AVP) of Finance &amp; Accounting to lead finance operations supporting our Life &amp; Annuity Third-Party Administration (TPA) platform. This leader will oversee accounting operations, financial controls, and regulatory reporting associated with policy administration, client funds, and tax reporting.</p>\n<p style=\"margin-left:0px\">&nbsp;</p>\n<p style=\"margin-left:0px\">The AVP will partner closely with Operations, Technology, Implementation, and Client Leadership teams to ensure financial accuracy, regulatory compliance, and operational scalability across EXL’s rapidly growing Life &amp; Annuity business.</p>\n<p style=\"margin-left:0px\">&nbsp;</p>\n<p style=\"margin-left:0px\">This role is responsible for managing core accounting operations, tax reporting, reconciliation processes, financial controls, and client financial reporting, while driving automation and continuous improvement initiatives across the finance organization.</p>\n<p style=\"margin-left:0px\">________________________________________</p>\n<p style=\"margin-left:0px\">Key Responsibilities</p>\n<p style=\"margin-left:0px\">Finance &amp; Accounting Leadership</p>\n<p style=\"margin-left:0px\">• Lead the accounting and finance operations supporting EXL’s Life &amp; Annuity TPA services, including general ledger activities, reconciliations, journal entries, and financial reporting.</p>\n<p style=\"margin-left:0px\">• Oversee daily, weekly, and monthly bank account and trust account reconciliations associated with policyholder funds and client accounts.</p>\n<p style=\"margin-left:0px\">• Manage accounting for premium receipts, disbursements, policyholder transactions, and settlement activity.</p>\n<p style=\"margin-left:0px\">• Ensure accurate general ledger maintenance, financial close processes, and reporting integrity.</p>\n<p style=\"margin-left:0px\">Regulatory, Tax &amp; Compliance Oversight</p>\n<p style=\"margin-left:0px\">• Oversee preparation and filing of required federal and state tax reporting, including 1099-R, withholding reporting, and tax remittances.</p>\n<p style=\"margin-left:0px\">• Ensure compliance with insurance regulatory requirements, accounting standards, and client contractual obligations.</p>\n<p style=\"margin-left:0px\">• Serve as a subject matter expert on tax and financial regulatory requirements impacting life insurance and annuity products.</p>\n<p style=\"margin-left:0px\">• Support internal and external audits, including SOC1, regulatory examinations, and client audits.</p>\n<p style=\"margin-left:0px\">Financial Controls &amp; Risk Management</p>\n<p style=\"margin-left:0px\">• Develop and maintain robust financial controls, reconciliation procedures, and accounting governance frameworks.</p>\n<p style=\"margin-left:0px\">• Partner with Risk, Compliance, and Internal Audit teams to ensure adherence to internal control standards and operational risk frameworks.</p>\n<p style=\"margin-left:0px\">• Monitor and resolve financial exceptions, variances, and operational anomalies.</p>\n<p style=\"margin-left:0px\">Client &amp; Stakeholder Engagement</p>\n<p style=\"margin-left:0px\">• Serve as a finance leader for client relationships, supporting financial discussions, reporting, and operational improvements.</p>\n<p style=\"margin-left:0px\">• Represent EXL’s finance capabilities in client presentations, implementations, and prospective engagements.</p>\n<p style=\"margin-left:0px\">• Partner with Implementation teams to support financial onboarding of new client blocks and conversions.</p>\n<p style=\"margin-left:0px\">Operational Excellence &amp; Transformation</p>\n<p style=\"margin-left:0px\">• Identify opportunities to improve financial processes through automation, analytics, and digital tools.</p>\n<p style=\"margin-left:0px\">• Drive process improvements leveraging data analytics, automation, and financial technology solutions.</p>\n<p style=\"margin-left:0px\">• Collaborate cross-functionally with Operations, Technology, and Product teams to enhance scalability and efficiency.</p>\n<p style=\"margin-left:0px\">Team Leadership</p>\n<p style=\"margin-left:0px\">• Lead, develop, and mentor accounting professionals while building strong bench strength within the organization.</p>\n<p style=\"margin-left:0px\">• Foster a culture of accountability, continuous improvement, and operational excellence.</p>\n<p style=\"margin-left:0px\">• Establish performance goals and coaching frameworks for team development.</p>\n<p style=\"margin-left:0px\">________________________________________</p>\n<p style=\"margin-left:0px\">&nbsp;</p>",
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    "ExternalQualificationsStr": "<p style=\"margin-left:0px\">Basic Qualifications</p>\n<p style=\"margin-left:0px\">• Bachelor’s degree in Accounting, Finance, or related field</p>\n<p style=\"margin-left:0px\">• 7–10+ years of accounting or finance experience, preferably in insurance or financial services</p>\n<p style=\"margin-left:0px\">• 3–5+ years of leadership or supervisory experience</p>\n<p style=\"margin-left:0px\">• Strong understanding of general ledger accounting, reconciliation processes, and financial controls</p>\n<p style=\"margin-left:0px\">• Experience with insurance or financial services regulatory reporting</p>\n<p style=\"margin-left:0px\">• Excellent verbal and written communication skills</p>\n<p style=\"margin-left:0px\">• Demonstrated ability to lead cross-functional initiatives and influence stakeholders</p>\n<p style=\"margin-left:0px\">• Advanced analytical and problem-solving skills</p>\n<p style=\"margin-left:0px\">• Ability to prepare and present executive-level financial presentations</p>\n<p style=\"margin-left:0px\">• Ability to operate in a fast-paced environment and manage competing priorities</p>\n<p style=\"margin-left:0px\">________________________________________</p>\n<p style=\"margin-left:0px\">Preferred Qualifications</p>\n<p style=\"margin-left:0px\">• Experience in Life Insurance or Annuity operations</p>\n<p style=\"margin-left:0px\">• Experience supporting TPA or policy administration platforms</p>\n<p style=\"margin-left:0px\">• Knowledge of insurance tax reporting (1099-R, withholding reporting, etc.)</p>\n<p style=\"margin-left:0px\">• Experience with SOC1 / internal controls frameworks</p>\n<p style=\"margin-left:0px\">• Experience with financial automation, reconciliation tools, or ERP platforms</p>\n<p style=\"margin-left:0px\">• CPA or advanced accounting certification</p>\n<p style=\"margin-left:0px\">• Lean Six Sigma or process improvement certification</p>\n<p style=\"margin-left:0px\">• Advanced proficiency in Excel and financial analytics tools</p>\n<p style=\"margin-left:0px\">________________________________________</p>\n<p style=\"margin-left:0px\">Why EXL</p>\n<p style=\"margin-left:0px\">EXL is a global leader in data, analytics, and operations management. Our Life &amp; Annuity Insurance practice provides end-to-end policy administration and transformation services for leading insurance carriers.</p>\n<p style=\"margin-left:0px\">This role provides an opportunity to help shape the future of EXL’s finance and accounting operating model, supporting innovative insurance platforms and large-scale policy administration programs.</p>",
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