Vice President, Operations

Job Description

Job Description

The Vice President, Operations leads the financial integration of new MGA and MGU programs across P&C and Consumer lines businesses. This role owns the financial control framework — billing setup, premium accounting, receivables, and reconciliation — for every new program launched, while driving the finance and technology transformation initiatives that modernize how Fortegra scales its programs business.

This role combines executive-level program delivery with deep financial operations oversight and a forward-looking technology transformation mandate. The VP owns billing and premium accounting setup, drives receivables and reconciliation frameworks, and leads the modernization of operations and finance systems underpinning Fortegra's programs business. The VP serves as the senior cross-functional leader aligning Operations, Finance, Technology, Compliance, Underwriting, and Legal to execute program launches efficiently, compliantly, and on a scalable, future-ready infrastructure all to ensure we process, report and post the proper business into our Oracle ledger along with aged receivable tracking

Minimum Qualifications:

• Bachelor's degree in Finance, Accounting, Business, or related field; MBA or CPA preferred.
• 10+ years in insurance operations, finance/accounting leadership, or program management — with at least 5 years at a carrier, MGA, or MGU in a senior leadership role.
• Demonstrated expertise in insurance premium billing, receivables management, and financial reconciliation within delegated authority programs.
• Proven track record leading finance or accounting transformation, including ERP implementations, billing system modernization, or accounting automation.
• 5+ years managing teams of project managers, finance professionals, or operations specialists.
• PMP certification desired; commercial insurance and P&C specialty lines experience strongly preferred.

Primary Job Functions:

Finance, Accounting & Technology Transformation

• Lead Fortegra's finance and accounting transformation agenda within the programs business — championing automation, modernizing ERP and billing platforms, and replacing manual workflows with scalable, system-based solutions.
• Own the design and execution of a multi-year technology roadmap for program accounting and billing operations, partnering with IT and Finance to prioritize investments that reduce manual effort, improve financial visibility, and strengthen controls.
• Drive AS IS/TO BE process redesign across all finance and accounting touchpoints in the MGA/MGU lifecycle, from billing setup through month-end close and audit support.
• Evaluate, select, and implement FinTech and InsurTech solutions that enhance Fortegra's accounting, billing, and program administration capabilities.
• Build management reporting capability that gives leadership real-time visibility into program revenue, receivables exposure, and financial risk.

Financial Onboarding & Billing Setup

• Lead billing structure design for each new MGA/MGU program — ensuring premium flow, payment schedules, commission arrangements, and chart of accounts mapping are accurately configured prior to launch.
• Own premium accounting and receivables frameworks — defining billing cycles, invoice formats, collection terms, and aging thresholds from program inception.
• Oversee reconciliation setup including bank reconciliation, suspense account management, and bordereaux review for all new programs at onboarding.

Program Onboarding & Implementation

• Lead end-to-end onboarding of new specialty programs across all departments, from requirements gathering through live launch.
• Define and manage program onboarding project plans — scope, timeline, resource allocation, risks, and milestones — with accountability for on-time, on-budget delivery.
• Conduct financial and operational analysis of each program opportunity, including cost/benefit assessment, revenue modelling, and capital exposure review.
• Manage evaluation and onboarding of third-party vendors including TPA, claims, and technology providers.

Financial Controls & Compliance

• Ensure all SOX-relevant processes and controls are established and documented for each new program prior to go-live.
• Partner with Finance, Accounting, and Compliance to confirm billing, premium handling, and receivables processes meet regulatory requirements across all operating territories.
• Support internal and external audit activity, providing financial schedules, reconciliations, and control evidence as required.
• Monitor and report on financial performance of the onboarding pipeline — budget vs. actual costs, revenue run-rate forecasting, and receivables exposure — to executive leadership.

Team Leadership & Stakeholder Management

• Build, lead, and develop a team of program managers, financial operations specialists, and technology project leads.
• Act as the senior point of contact for new MGA/MGU partners during onboarding, resolving financial, operational, and compliance queries at pace.
• Prepare and present project status reports, financial performance updates, transformation roadmap progress, and risk registers to the executive team and Board.
• Contribute to AOP development, budget management, and long-range operational and technology planning.

The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.

Skills & Competencies Required:

• Financial & Accounting Acumen: Deep knowledge of premium accounting, billing, receivables, general ledger operations, and SOX controls in a delegated authority environment.
• Technology Transformation: Proven ability to lead finance and accounting technology change — ERP, billing systems, automation, and analytics — with measurable business impact.
• Executive Presence: Confident Board-level communicator; credible with external MGA/MGU partners and technology vendors.
• Cross-Functional Leadership: Skilled at driving accountability across Finance, Accounting, Technology, Compliance, Underwriting, Legal, and Operations.
• Project Management: Strong PMP-grounded delivery track record across complex, multi-stakeholder programs.
• Technology Proficiency: Experienced with Monday.com, Salesforce, HubSpot, and ERP/billing platforms; able to evaluate and adopt emerging FinTech solutions.
• Continuous Improvement: Proactive in identifying inefficiencies and delivering scalable, technology-enabled solutions across the onboarding lifecycle

Additional Information:

Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.

Internal Notice: As part of our commitment to talent development, this position is open for internal promotion applications at the time of public posting.

Job Posting Disclaimer:

Fortegra has recently been made aware of unauthorized communications regarding career opportunities by individuals not associated with Fortegra or our recruitment team. Fortegra will only contact you from the Fortegra domain address (@fortegra.com). If you receive a message from someone posing as a Fortegra recruiter via text message, WhatsApp, Telegram or other messaging platform, please report it as phishing and block the sender.

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