Director Business Finance
Company Description
Compass Life Solutions helps clients protect their families and businesses during life’s most challenging moments through thoughtful financial solutions. Powered by Equis Financial, the company equips associates with quality leads, strong products, and comprehensive training to deliver innovative life insurance and related services. Their mission focuses on educating individuals and families about modern life insurance with living benefits, helping policyholders access funds in the event of critical or chronic illness. The culture emphasizes mentorship, professional growth, and economic freedom, while supporting flexible, remote work and entrepreneurial career paths. Team members are encouraged to build meaningful client relationships and maintain balance between their professional and personal lives. Role Description The Director Business Finance is a full-time remote role responsible for leading financial planning and analysis to support strategic decision-making at Compass Life Solutions. This position oversees budgeting processes, monitors financial performance, and prepares and reviews financial statements and reports for leadership. The role includes developing financial models, identifying trends, and providing clear recommendations to optimize revenue, manage expenses, and ensure sustainable growth. The Director Business Finance collaborates closely with executive leadership and operational teams to align financial strategies with business goals, maintain compliance with relevant regulations, and support new initiatives and partnerships. Day-to-day activities involve managing financial data integrity, improving financial processes, and mentoring team members on best practices in finance and analytics.
Qualifications
Candidates should possess strong Finance and Financial Planning skills, with experience guiding strategic business decisions. Candidates should possess advanced Analytical Skills to interpret data, identify trends, and produce actionable insights. Candidates should possess Budgeting skills, including developing, managing, and forecasting budgets across multiple business units. Candidates should possess expertise in preparing, analyzing, and presenting Financial Statements for internal and external stakeholders. Relevant qualifications include a bachelor’s degree in Finance, Accounting, Business, or a related field; an advanced degree or professional designation (e.g., CPA, CFA) is a plus. Demonstrated experience in financial leadership roles, preferably within insurance, financial services, or a related industry. Strong proficiency with financial modeling tools, spreadsheets, and financial reporting systems. Excellent communication skills, with the ability to explain complex financial information to non-financial audiences. Ability to work independently in a remote environment, manage multiple priorities, and collaborate effectively with cross-functional teams.