Director of Financial Operations

Atlantic Group; Philadelphia (Philadelphia County); Hybrid; USD 140,000 - 185,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Job summary

A leading financial services company in Philadelphia is seeking a Director of Financial Operations. This role involves overseeing financial operations, enhancing data controls, and supporting compliance in a regulated environment. Candidates should have extensive experience in investment operations, leadership, and technical proficiency in tools like Power BI and Clearwater. The position offers a competitive salary range of $140,000 to $185,000 annually, with additional bonus opportunities.

Qualifications

• 10-15 years in investment operations with a focus on fixed income and derivatives.
• 5+ years of leadership experience within a regulated environment.
• Advanced proficiency in Power BI, DAX, and Excel.

Responsibilities

• Oversee financial operations across multiple entities to enhance data controls.
• Drive operational efficiency and implement technology solutions.
• Collaborate with senior leaders to assess new investment structures.

Skills

Power BI

Excel

Analytical skills

Process optimization

Collaboration

Education

Bachelor’s degree in Accounting, Finance, Engineering, Mathematics, or a related field

Tools

Clearwater

Job description

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This range is provided by Atlantic Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$140,000.00/yr - $185,000.00/yr

Additional compensation types

Annual Bonus

Job Overview – Director of Financial Operations:

Compensation: $140,000 – $185,000/year + bonus

Location: Philadelphia, PA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is seeking a Director of Financial Operations on behalf of our client in Philadelphia, PA (Hybrid). This leadership role is responsible for overseeing financial operations across multiple entities, enhancing data controls, and supporting regulatory compliance within a highly regulated environment. You’ll drive operational efficiency, implement technology solutions, and improve reporting and risk oversight. Expertise in Power BI, Clearwater, and process optimization is essential to advancing strategic financial initiatives.

Responsibilities as the Director of Financial Operations:

• Investment Operations Oversight: Manage trade settlements, cash flows, fundings, custodial activities, and system integrations across platforms.
• Collateral Management: Monitor and optimize collateral posting, usage, and reporting across programs including FHLB, repurchase agreements, and securities lending.
• Technology Integration & Automation: Use Power BI, Excel, and Clearwater to automate reporting, reconcile data, and drive process efficiencies.
• Compliance & Controls: Maintain controls documentation, review SOC reports, and design KRIs to monitor operational and vendor-related risks.
• Strategic Support & Risk Management: Collaborate with senior leaders to assess new investment structures, evaluate risk-based capital impacts, and support regulatory disclosures.
• Leadership & Collaboration: Lead a high-performing team, coordinate with internal and external stakeholders, and drive transformation through change management.

Qualifications for the Director of Financial Operations:

• Education: Bachelor’s degree in Accounting, Finance, Engineering, Mathematics, or a related field is required.
• Experience: 10-15 years in investment operations with a focus on fixed income, derivatives, and collateral management, including 5+ years of leadership and front-office collaboration, ideally within a regulated or insurance environment.
• Technical Skills: Advanced proficiency in Power BI, DAX, Excel (VLOOKUP, pivot tables, arrays), and familiarity with Clearwater, custodial platforms, and investment accounting systems.
• Industry Knowledge: Deep understanding of investment instruments, including experience with vendor oversight and operational best practices in investment management environments.
• Skills & Attributes: Strong analytical skills with a process-driven, collaborative leadership style and a focus on automation, efficiency, and cross-functional communication.
• Travel: Ability to travel up to 25% as needed.

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.

ID #44535

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Accounting/Auditing, and Other

• Industries

  Financial Services, Accounting, and Staffing and Recruiting

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

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