Job Description
Director of Finance & Accounting
Setting/Hours: 100% In-Office | Full-time
Join trak group in partnering with a growing client in Cincinnati, Ohio, that’s expanding its Finance team.
A growth-focused financial services organization specializing in annuity products, investment management, and innovative financial solutions is seeking a Controller to help scale and strengthen its accounting operations. This leadership role will focus on building efficient close processes, enhancing financial controls, and ensuring accurate, timely reporting to support continued business growth and operational excellence.
WHAT YOU WILL DO
Build and lead a high-performing accounting function that supports organizational growth and operational excellence
Establish scalable accounting processes, reporting structures, and internal controls to improve accuracy and efficiency
Oversee general ledger operations, reconciliations, and financial close activities to ensure timely and reliable reporting
Maintain audit readiness and support regulatory, tax, and compliance requirements across the organization
Strengthen financial operations through process improvements, automation, and system optimization initiatives
Partner cross-functionally to deliver accurate financial data that supports strategic planning and business decision-making
Lead accounting operations in a fast-paced financial services environment focused on scalability, compliance, and performance
Develop and implement standardized reporting procedures to enhance consistency, transparency, and financial integrity
Manage accounting infrastructure and financial controls while supporting continued business expansion and operational growth
Drive operational discipline across accounting, cash management, reporting, and compliance functions to support a scalable finance organization
Oversee accounting systems and financial workflows while identifying opportunities to improve efficiency and reduce manual processes
Support long-term organizational success by building a reliable, compliant, and high-performing accounting environment
WHAT YOU BRING
7+ years of progressive accounting experience, including leadership experience in a Controller or senior-level accounting role
Prior experience within the insurance and/or annuities industry required
Strong understanding of both STAT and GAAP accounting principles and reporting requirements
Proven ability to manage accurate and timely monthly, quarterly, and annual close processes
Experience overseeing audits, regulatory filings, tax compliance, and internal control environments
Strong operational and systems mindset with the ability to improve processes and implement scalable solutions
Demonstrated success building, developing, and leading high-performing finance and accounting teams
Highly detail-oriented with a strong commitment to accuracy, accountability, and operational excellence
Ability to identify issues proactively, solve problems efficiently, and maintain high standards in a fast-paced environment
Strong organizational, communication, and cross-functional collaboration skills
Hands-on leadership style with the ability to balance strategic oversight and day-to-day execution
Self-starter who operates with urgency, ownership, and a high level of accountability
OUTCOME
Maintain consistently accurate, organized, and audit-ready financial records across all accounting operations
Ensure monthly, quarterly, and annual close processes are completed accurately and on schedule
Establish reliable, repeatable reporting and filing processes that support compliance and operational efficiency
Maintain strong visibility and control over cash activity, transactions, and payment processes
Build a dependable accounting function that delivers timely, accurate, and decision-ready financial information
Strengthen operational consistency through scalable processes, documentation, and internal controls
Support business growth by creating accounting operations that scale efficiently alongside the organization
Improve financial reporting reliability, transparency, and process accountability across the finance function
Ensure accounting systems, controls, and workflows operate cohesively and support long-term organizational objectives
Create a stable and efficient financial infrastructure that minimizes risk and supports continued expansion
BENEFITS
Competitive compensation ($180K to $200K) and comprehensive benefits package (Bonus + LTIP)
Health insurance, retirement plans, and additional employee benefits
Opportunities for professional development, career growth, and continued learning
Collaborative and growth-oriented work environment focused on innovation and operational excellence
Opportunity to play a key role in building and scaling a high-impact finance organization
Exposure to a fast-paced, evolving financial services environment with strong leadership visibility
Ability to contribute to process improvement, automation, and long-term organizational growth
Leadership opportunity with meaningful influence on accounting operations and financial strategy
If you're ready to take the next step in your career and want to make an impact, partner with trak group to explore this opportunity.
Numbers & Facts
| Location | Cincinnati, OH |
| Industry | Staffing/Employment Agencies |
| Salary | $180,000–$200,000 Per Year |
| Company Size | 500 to 999 employees |
| Year Founded | 1972 |
| Website | http://www.trakcincy.com/ |
About Company
trak group, established in 1972, is proud of its impeccable reputation as a professional recruiting and staffing firm. trak has demonstrated an unmatched level of expertise and success in the industry, and takes great pride in its A+ rating from the Better Business Bureau.
trak has been awarded “Best Places to Work” by the Business Courier three consecutive years; following the third and final nomination, trak was respectfully awarded with “The Best of the Best”. We continue to hold the Consumers’ Choice Award for Business Excellence and the “SPECTRUM Award” for Service Excellence from City Beat News indicating a 5-star customer service rating. Six of our employees have been inducted into the prestigious “International Hall of Fame” and four carry national certifications lending to their dedication and passion for our industry.
Specializing in direct hire, alternative hire and contract opportunities, trak is currently partnering with over 300 client companies in the Greater Cincinnati and Northern Kentucky Area. Because we are proud of our process, we take time to source, screen and evaluate each candidate. Our placement fields include office support, customer service, accounting and finance, operations, management, human resources, sales and marketing, engineering and supply chain management.
Skills
- Accountingunmatched
- Accounting Closeunmatched
- Accounting Policiesunmatched
- Accounting Softwareunmatched
- Annuitiesunmatched
- Automationunmatched
- Business Growthunmatched
- Business Operationsunmatched
- Business Supportunmatched
- Cash Managementunmatched
- Communication Skillsunmatched
- Cross-Functionalunmatched
- Detail Orientedunmatched
- Documentationunmatched
- Financeunmatched
- Financial Controlunmatched
- Financial Operationsunmatched
- Financial Reportingunmatched
- Financial Servicesunmatched
- Financial Strategyunmatched
- General Ledger Accountingunmatched
- Generally Accepted Accounting Principles (GAAP)unmatched
- Identify Issuesunmatched
- Insuranceunmatched
- Investment Managementunmatched
- Leadershipunmatched
- Operational Strategyunmatched
- Operational Supportunmatched
- Operations Processesunmatched
- Organizational Skillsunmatched
- Problem Solving Skillsunmatched
- Procedure Implementationunmatched
- Process Improvementunmatched
- Product Managementunmatched
- Reconciliationunmatched
- Regulatory Complianceunmatched
- Regulatory Submissionsunmatched
- Reliability Engineeringunmatched
- Risk Managementunmatched
- Standards Developmentunmatched
- Strategic Planningunmatched
- Tax Regulationsunmatched
- Team Playerunmatched
- Time Managementunmatched
- Transaction Processing/Managementunmatched
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