FinOps Associate >>

Take the next step in your career and join our team! Company Description Every year, millions of seniors lapse or surrender their life insurance policies for little or no value in return from their insurance company. Life Settlements help seniors by giving them the option to sell their policy instead, receiving significantly more value than had they otherwise given up their policy. The money we pay seniors helps meet retirement needs, healthcare costs, long term care expenses, or whatever else they'd like. Lighthouse Life is a member of the growing group of companies owned by LHL Strategies, Inc. ("LHL" or "LHL Strategies"), providing vertically integrated services and solutions for asset managers to acquire and manage life policies and portfolios. Clients of the LHL companies benefit from working inside the industry's only integrated platform for policy acquisition and trading, policy and portfolio valuation, management, and now, portfolio servicing. Our atmosphere encourages innovation and collaboration throughout the organization. We promote a healthy work-life balance and have created an open and fun environment. That said, we are driven to exceed expectations and want to share our days with those who raise their hand, step forward, and work hard. Our compensation package is highly competitive for the position and includes comprehensive benefits as well as a flexible and generous PTO policy. Lighthouse Life is a remote-first company. This role can be located anywhere within the U.S. with potential for travel for meetings and/or other events. Lighthouse Life's offices are located in Conshohocken, Pennsylvania, less than 10 miles outside of the city of Philadelphia, and steps from the regional commuter train line. How We Work We operate with high transparency, proactive communication, and ownership mentality. You'll participate in daily standups, maintain visibility into your work via Teams, and flag blockers before they become emergencies. Communication Expectations Daily standup (even 5 minutes: here's what I'm working on, here's where I'm blocked) Priority items: explicit progress updates at least daily Non-priority items: passive visibility via Teams channels or shared documentation Available and responsive during business hours What We Value Flagging problems early, not after they've become crises "How can we improve this?" over "This is how we've always done it" Systems thinking: automate and document, don't just execute manually Career growth mindset; this role is a steppingstone, not a ceiling If you thrive in environments where you're told exactly what to do and left alone, this isn't the role. If you thrive when trusted to own outcomes and keep leadership informed, we want to talk. Financial Operations & Bookkeeping (20%) Own and optimize AR/AP processes, including automation initiatives using Power Automate and AI tooling Execute daily cash reconciliation and cash management activities Process and record routine transactions in Sage Intacct with accuracy and timeliness Maintain organized documentation supporting all financial entries Financial Planning & Analysis (30%) Maintain financial models, forecasts, and budgets under CFO direction Prepare variance analyses and ad-hoc financial analytics to support executive decision-making Drive improvements in reporting timeliness and data accessibility Develop dashboards and reports that surface actionable insights Corporate Accounting & Controls (30%) Prepare work papers and supporting schedules for month-end close Track down information gaps and resolve discrepancies across systems and departments Perform first-pass quality review on reports and schedules prior to CFO review Maintain corporate books and records with audit-ready documentation Support external audit and tax preparation as needed FinOps Team (20%) Serve as "Assistant Coach" to the CFO—helping "us" mentality, not just supporting "me" Assist in preparation of various materials for external distribution Support cross-functional initiatives spanning Ops, Tech, and Marketing Manage team calendar coordination, meeting preparation, and follow-up action tracking Support special projects from scoping through execution as directed Proactively identify process improvement opportunities; propose solutions and implement upon approval Desired Skills Hard Skills Accounting Systems: Proficiency in Sage Intacct or similar ERP; ability to navigate multi-entity GL, AR/AP, and reporting modules Excel: Advanced proficiency including financial modeling, complex formulas, and data analysis AI Tooling: Comfort using AI assistants (Claude, ChatGPT) to accelerate research, drafting, and analysis Automation: Experience with Power Automate or similar workflow automation tools; willingness to build and iterate Financial Acumen: Solid foundation in financial statement preparation and management reporting Experience: 2-5 years in accounting, FP&A, or financial operations roles Soft Skills Proactive Self-Starter: Takes initiative without waiting for direction; anticipates needs and acts Collaborative Communicator: Prefers frequent check-ins to align on scope and outcomes; comfortable working in partnership Independent Operator: Able to run with ambiguous initial expectations, then narrow scope through iteration Learning Mindset: Eager to grow toward expanded financial leadership; seeks feedback and development Ownership Mentality: Treats processes as their own; proposes improvements and earns latitude to implement Adaptable: Comfortable with a "jack of all trades" role where priorities shift based on business needs at any given time Personal Attributes You are curious by nature. You have a bias for action. You have superior time management and organizational skills. You have good interpersonal skills. You enjoy working in a fast-paced, fast-growing organization. You aren't afraid to challenge the norm. J-18808-Ljbffr