Insurance Cash Operations Leader — Automation & Transformation

Oliver James Group; New York (NY); On-site; USD 110,000 - 160,000; Full time

Job summary

Oliver James Group is seeking an experienced Cash Operations Manager to lead a high-performing cash operations function and drive transformation within a complex insurance environment.

The role oversees cash application, collections, reconciliations, reporting, and related financial operations while partnering with Finance, Treasury, Accounting, IT, Compliance and Audit. The successful candidate will develop teams, modernize processes, and build scalable solutions across a high-volume insurer.

Qualifications

• Significant cash operations experience within the insurance industry is required.
• Experience across cash application, collections, AR/AP, reconciliations, treasury, or operational finance.
• Proven experience leading and developing teams in a complex, high-volume environment.

Responsibilities

• Lead cash operations, including cash identification, application, reconciliation, collections, reporting, and related accounting activities.
• Lead and develop a team of finance professionals, building accountability and a continuous-improvement culture.
• Oversee high-volume cash transactions across ACH, wires, checks, credit cards, and other payment channels.
• Drive improvements across AR, collections, unidentified cash, aged receivables, and working capital.
• Lead reconciliation processes across banking platforms, billing systems, ERP and cash management systems, sub-ledgers, and the general ledger.
• Lead automation and finance transformation initiatives, identifying opportunities to eliminate manual processes and improve scalability.
• Partner with IT and cross-functional teams to implement digital banking integrations and system enhancements.
• Define project objectives, implementation plans, KPIs, and success measures for transformation initiatives.
• Establish and enhance policies, controls, and processes across cash application, clearing, reconciliation, and intercompany cash.
• Develop dashboards and reporting that improve visibility into cash, collections, receivables, and performance.

Skills

Cash operations leadership

Team leadership

Automation & process improvement

Stakeholder management

Analytics & reporting

Project management

Change leadership

Tools

ERP systems

Job description

Oliver James Group is seeking an experienced Cash Operations Manager to lead a high-performing cash operations function and drive transformation within a complex insurance environment.

The role oversees cash application, collections, reconciliations, reporting, and related financial operations while partnering with Finance, Treasury, Accounting, IT, Compliance and Audit. The successful candidate will develop teams, modernize processes, and build scalable solutions across a high-volume insurer.