Assistant Vice President, Finance & Accounting

🕒 April 29

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EXL

WebsiteLinkedInAll Job Openings

10,000+ employees

💰 $2M Venture Round on 2015-01

Choosing a digital partner is about more than capabilities — it’s about collaboration and character.

📋 Description

• Lead the accounting and finance operations supporting EXL’s Life & Annuity TPA services, including general ledger activities, reconciliations, journal entries, and financial reporting. • Oversee daily, weekly, and monthly bank account and trust account reconciliations associated with policyholder funds and client accounts. • Manage accounting for premium receipts, disbursements, policyholder transactions, and settlement activity. • Ensure accurate general ledger maintenance, financial close processes, and reporting integrity. • Oversee preparation and filing of required federal and state tax reporting, including 1099-R, withholding reporting, and tax remittances. • Ensure compliance with insurance regulatory requirements, accounting standards, and client contractual obligations. • Serve as a subject matter expert on tax and financial regulatory requirements impacting life insurance and annuity products. • Support internal and external audits, including SOC1, regulatory examinations, and client audits. • Develop and maintain robust financial controls, reconciliation procedures, and accounting governance frameworks. • Partner with Risk, Compliance, and Internal Audit teams to ensure adherence to internal control standards and operational risk frameworks. • Monitor and resolve financial exceptions, variances, and operational anomalies. • Serve as a finance leader for client relationships, supporting financial discussions, reporting, and operational improvements. • Represent EXL’s finance capabilities in client presentations, implementations, and prospective engagements. • Partner with Implementation teams to support financial onboarding of new client blocks and conversions. • Identify opportunities to improve financial processes through automation, analytics, and digital tools. • Drive process improvements leveraging data analytics, automation, and financial technology solutions. • Collaborate cross-functionally with Operations, Technology, and Product teams to enhance scalability and efficiency. • Lead, develop, and mentor accounting professionals while building strong bench strength within the organization. • Foster a culture of accountability, continuous improvement, and operational excellence. • Establish performance goals and coaching frameworks for team development.

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, or related field • 7–10+ years of accounting or finance experience, preferably in insurance or financial services • 3–5+ years of leadership or supervisory experience • Strong understanding of general ledger accounting, reconciliation processes, and financial controls • Experience with insurance or financial services regulatory reporting • Excellent verbal and written communication skills • Demonstrated ability to lead cross-functional initiatives and influence stakeholders • Advanced analytical and problem-solving skills • Ability to prepare and present executive-level financial presentations • Ability to operate in a fast-paced environment and manage competing priorities.