Assistant Vice President, Finance & Accounting

EXL

AVP of Finance & Accounting leading finance operations supporting Life & Annuity Third-Party Administration platform. Overseeing accounting operations and driving automation initiatives.

Posted 4/29/2026full-timeRemote • 🇺🇸 United StatesLead💰 $125,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account EXL Website LinkedIn All 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. Assistant Vice President, Finance & Accounting 🔥 9 minutes ago 🇺🇸 United States – Remote 💵 $125k - $150k / year ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) Apply Now Find Hiring Managers Customize resume for this job Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 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. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Director, Financial Planning and Analysis 🔥 5 hours ago Evolent 1001 - 5000 ⚕️ Healthcare Insurance ☁️ SaaS Website LinkedIn All Job Openings Director of Financial Planning & Analysis at healthcare provider overseeing budgeting, forecasting, and reporting processes. Partnering with leadership for actionable financial insights supporting growth and compliance. 🇺🇸 United States – Remote 💵 $140k - $150k / year ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor SVP Finance – Treasury 🔥 7 hours ago Wealth Enhancement Group 501 - 1000 Website LinkedIn All Job Openings SVP Finance & Treasury leading financial processes and analytics at Wealth Enhancement. Collaborating with executive team for strategic planning and monitoring financial results. 🇺🇸 United States – Remote 💰 $736.3k Funding Round on 2022-02 ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) Chief Financial Officer 🔥 13 hours ago Thexpnet - Website LinkedIn All Job Openings CFO at M2W, Inc. overseeing financial strategy and operations for an IT services firm. Collaborating with the CEO and Board to ensure financial stability and growth. 🇺🇸 United States – Remote 💵 $35 - $45 / hour ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) Director of Finance – Corporate Initiatives 🔥 15 hours ago Gainwell Technologies 10,000+ employees ⚕️ Healthcare Insurance Website LinkedIn All Job Openings Director of Finance at Gainwell leading finance transformation and strategic initiatives. Collaborating with executives to improve operational performance and align financial management with company goals. 🇺🇸 United States – Remote 💵 $126k - $155k / year 💰 Grant on 2023-06 ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Finance Strategy Manager – Operations, Supply Chain & Quality (OSCQ) 🔥 17 hours ago RTX 10,000+ employees 🚀 Aerospace Website LinkedIn All Job Openings Finance Strategy Manager in aerospace and defense, engaged in data analysis and financial modeling. Leading investment strategies and supporting organizational financial growth initiatives. 🇺🇸 United States – Remote 💵 $107.5k - $204.5k / year ⏰ Full Time 🟠 Senior 🔴 Lead 💸 Financial Planning and Analysis (FP&A) View More Financial Planning and Analysis (FP&A) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

general ledger accountingreconciliation processesfinancial reportingtax reportingfinancial controlsdata analyticsfinancial technology solutionsfinancial onboardingprocess improvementsjournal entries

Soft Skills

leadershipcommunication skillsanalytical skillsproblem-solving skillscross-functional collaborationinfluencing stakeholdersmentoringcoachingaccountabilitycontinuous improvement

Certifications

Bachelor’s degree in AccountingBachelor’s degree in Finance