Director of Financial Operations
Remodel Health · Indianapolis, IN · 3 wk ago
On-siteManagementFull-time
Position Summary
Remodel Health is seeking a strategic, operationally minded, and highly analytical Director of Financial Operations to lead and scale the organization’s Financial Operations function.
Key Responsibilities
- Financial Operations Strategy & Leadership
- Lead and develop the Financial Operations department, including Managers, Senior Specialists, and Specialists.
- Establish department vision, goals, KPIs, and operational standards aligned with company objectives.
- Build scalable operational frameworks to support organizational growth and evolving product offerings.
- Partner with executive leadership to drive strategic operational initiatives and organizational efficiencies.
- Create a culture of accountability, continuous improvement, customer care, and operational excellence.
- Billing & Premium Payment Operations
- Oversee all customer billing and premium payment operations to ensure accuracy, timeliness, and compliance.
- Ensure successful execution of:
- carrier premium payments
- ACH processing
- invoice generation
- payment reconciliations
- banking workflows
- payment exception handling
- Develop operational controls and escalation frameworks to minimize financial risk and payment discrepancies.
- Monitor operational metrics and trends to proactively identify areas of concern or improvement.
- Banking, Reconciliation & Financial Controls
- Oversee banking relationships, cash movement processes, reconciliations, and payment integrity workflows.
- Ensure strong internal controls, audit readiness, and compliance with company policies and external regulations.
- Partner with Finance and Accounting teams to support month-end close processes, reporting accuracy, and financial integrity.
- Develop and maintain standardized reconciliation and audit procedures across all financial operations functions.
- Systems, Automation & Operational Scalability
- Lead financial operations systems strategy across platforms including:
- RH Platform
- Sage Intacct
- Salesforce
- Power BI
- Help Scout
- Banking and payment systems
- Drive automation initiatives that reduce manual touchpoints, improve reporting accuracy, and increase operational throughput.
- Partner closely with Product and Engineering teams to prioritize system enhancements and operational tooling improvements.
- Oversee workflow documentation, process mapping, and SOP development.
- Reporting, Analytics & Process Optimization
- Develop and maintain operational reporting dashboards and KPI frameworks.
- Analyze billing, payment, banking, and operational trends to inform strategic decisions.
- Provide executive-level reporting and recommendations regarding operational health, risks, and opportunities.
- Lead special projects related to financial operations transformation, tooling implementation, and organizational scalability.
- Cross-Functional Collaboration
- Partner closely with:
- Customer Success
- Advisement
- Launch
- Product & Engineering
- Finance & Accounting
- Sales Leadership
- Act as the senior escalation point for complex payment, billing, carrier, and operational issues.
- Support organizational alignment between operational execution and customer experience outcomes.
Qualifications
- Required Skills & Experience
- Bachelor’s degree in Accounting, Finance, Business Administration, or related field required.
- 7+ years of experience in financial operations, billing operations, accounting operations, banking operations, or related fields.
- 3+ years of leadership experience managing operational or financial teams.
- Strong understanding of:
- payment operations
- banking workflows
- reconciliations
- financial controls
- operational reporting
- process improvement methodologies
- Proven experience leading operational transformation, workflow optimization, or automation initiatives.
- Strong analytical and problem-solving skills with exceptional attention to detail.
- Excellent communication, organizational, and cross-functional leadership abilities.
- Ability to manage multiple priorities and projects in a fast-paced environment.
- Preferred Qualifications
- Experience within healthcare, health insurance, benefits administration, payroll, or fintech environments.
- Knowledge of ACA and health insurance operational workflows.
- Experience managing carrier payment relationships and escalations.
- Familiarity with:
- Sage Intacct
- Salesforce
- Power BI
- Help Scout
- Google Workspace
- Microsoft Office Suite (especially Excel)
- Banking or treasury management experience preferred.
Benefits
- Full health benefits offering, including life, long-term disability, dental, and vision
- Generous PTO
- 401(k) match
Benefits
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